A
A2Resources LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
A2Resources LLC provides financial planning and consulting to individuals and, through corporate agreements, to employers and their employees. Its services encompass comprehensive financial planning, investment and retirement planning, tax planning and preparation, education and estate planning, charitable planning, and risk management, and it may provide allocation advice for 401(k)-type plans.
The firm develops individualized Financial Plans after a detailed discovery process that relies on client‑provided information and third‑party financial planning software; plans may include Monte Carlo simulations and specify the methodologies used. A2Resources does not manage client accounts, does not recommend individual securities as part of its planning service, and leaves implementation, custody, and ongoing monitoring to the client unless engaged separately for updates.
Compared with many investment managers, A2Resources commonly uses negotiable or hourly fee arrangements and accepts employer‑paid arrangements rather than charging a percentage of assets under management, and it does not take custody or discretionary authority over client assets. The firm is state‑registered and is overseen by a principal with degrees in accounting and finance and over 25 years of experience in accounting, finance, and controllership, with written engagement agreements defining scope and payment terms.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Charitable giving & philanthropy
Fee options
Maximum hourly fee documented in the Financial Planning Engagement Agreement.
Fee-only: Negotiable hourly fees for financial planning services; maximum hourly fee documented in the Financial Planning Engagement Agreement.
Main office location
A2Resources LLC
Arvada CO, United States
Number of offices
1
Most active in
A2Resources LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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