Baskin Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Baskin Financial Planning is an independent, single-advisor registered investment adviser that serves individuals and high-net-worth individuals with discretionary investment management and both ongoing and project-based comprehensive financial planning. The firm reports managing roughly $29.3 million across about 50 clients, combining portfolio management with written or electronic financial plans and plan monitoring.
The firm constructs globally diversified portfolios using Modern Portfolio Theory and primarily implements passive strategies via index mutual funds and exchange-traded funds, aligning asset allocation to clients’ risk tolerance and goals. Investment management is discretionary, and planning engagements include initial goal-setting, ongoing reviews, and the ability for clients to impose reasonable restrictions on securities or sectors.
What distinguishes the firm from many peers is its operational setup: it requires clients to use the Altruist custodial platform and does not aggregate (block) trades across accounts, and it generally does not produce separate written investment reports for managed-account clients. The firm’s principal brings a background in military and healthcare administration alongside CFP and graduate-level training in business and analytics, and the practice emphasizes one-on-one, advisor-led planning for a relatively small client roster with larger per-client asset relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning starting at $1,500; Ongoing Comprehensive Financial Planning upfront fee $500-$3,000 plus ongoing monthly fee $250-$3,000
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.50%
Main office
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Baskin Financial Planning · Baskin Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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
Quick links
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