Best Life Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Best Life Financial Planning, LLC is a fee‑only registered investment adviser that provides comprehensive financial planning to individuals and high‑net‑worth clients through project‑based and ongoing engagements; investment management services are described as available only to clients who enter into ongoing planning relationships. The firm notes it may recommend third‑party professionals when appropriate and states it does not accept commissions or sales‑based compensation.
The firm’s stated investment approach emphasizes modern portfolio theory and passive investing, focusing on asset allocation and long‑term horizons implemented with index mutual funds and ETFs. When offered, investment management is discretionary but the firm does not accept custody of client assets and relies on recommended custodians for trade execution and account reporting.
Noteworthy distinctions include a fee model built on fixed fees and hourly/project charges (initial plan fees and quarterly flat fees) rather than percentage‑of‑assets billing, and the firm reported $0 in assets under management as of its filing date. The principal brings military service, professional military/veteran‑focused financial credentials, and experience as a personal financial counselor, which may shape the firm’s client focus and service approach.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning and initial fee for ongoing financial planning, ranges $1,000 - $7,000
Hourly rate for project-based financial planning: $200 per hour
Recurring quarterly fixed fee for ongoing financial planning ranging from $500 - $2,000 per quarter
Fee-only: Initial fee for ongoing financial planning: $1,000 - $7,000; recurring quarterly fixed fee: $500 - $2,000 per quarter; project-based financial planning: fixed fee $1,000 - $7,000 or hourly at $200 per hour
Main office
Longmont CO
Advisors at this office
1
Most active in
Colorado · Georgia · New York · Texas
Also doing business as
Best Life Financial · Best Life Financial Planning, LLC · Best Life Financial, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")