Cherry Creek Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cherry Creek Financial Planning provides personalized financial planning and consulting to individuals and families, with a particular focus on couples. The firm offers comprehensive and ongoing planning, project‑based engagements, hourly consulting, and educational seminars and speaking engagements.
Its planning approach emphasizes cash‑flow management, integrated debt and tax analysis, and long‑horizon, evidence‑based portfolio guidance; recommendations are tailored to clients’ goals and constraints and presented as educational guidance. Cherry Creek does not manage client assets, accept discretionary authority, or take custody of client funds, so clients implement any recommendations directly with their chosen custodians or product providers.
Distinctive features include the firm’s use of flat‑fee planning arrangements alongside hourly billing and its routine offering of complimentary seminars and workshops, which are uncommon for advisers in this regulatory category. The practice is operated part‑time by its owner, who maintains full‑time employment in information security, and the firm does not recommend or manage private funds.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning: $5,000 to $10,000; Project-Based Planning base fee $500 plus per-topic fees from $500 to $1,000 depending on topic; Ongoing Financial Planning: $175 to $425 per month
$250 minimum (covers first 60 minutes); $45 per 15 minutes thereafter
Ongoing Financial Planning Services billed monthly at $175 to $425 per month
Fee-only: Flat fees ranging from $500 to $10,000 depending on service and complexity; monthly ongoing planning fees $175 to $425; hourly consulting $250 minimum plus $45 per 15 minutes thereafter
Main office
Englewood CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Cherry Creek Financial Planning · Cherry Creek Financial Planning, LLC
Disclosures
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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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