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, independent advisory firm run by a single principal that provides comprehensive financial planning to individuals and high‑net‑worth clients through both project-based and ongoing engagements. Investment management is offered only to clients who subscribe to the ongoing planning service, and the firm reported no assets under management on its initial ADV filing.
The firm’s advisory work centers on holistic planning topics such as cash flow, retirement distribution strategy, tax-aware investment placement, insurance review, and risk management, and it may refer clients to third‑party professionals as appropriate. For implementation it describes a Modern Portfolio Theory framework and a preference for passive, asset‑allocation solutions (index funds and ETFs), uses institutional custodians, and discloses the use of AI tools subject to human review.
Compared with many independent peers, BLFP does not rely on percentage‑of‑AUM billing and instead charges fixed or hourly planning fees, and its investment management is explicitly tied to an ongoing planning engagement rather than offered as a stand‑alone AUM service. The firm is newly formed and its principal holds the AFC® and MQFP® credentials and has military financial counseling experience, which may signal specialized familiarity with military and federal personnel financial issues.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $2,000 to $10,000; initial fee for Ongoing Financial Planning ranges from $2,000 to $10,000.
Hourly rate for Project-Based Financial Planning is $250 per hour.
Minimum fee: Ongoing Financial Planning fixed fees range from $500 to $2,000 per quarter, paid quarterly in arrears. Fee-only: BLFP is a fee-only firm compensated solely by its clients with no commissions or sales-related compensation.
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:
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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
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