Irving Planning & Investments, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Irving Planning & Investments serves individuals and families, including high‑net‑worth clients, with discretionary portfolio management, model and custom portfolios, and financial planning. The firm implements asset‑allocation strategies across U.S. and international equities, fixed income, real estate investment trusts and alternative funds, primarily using mutual funds and ETFs to fill targeted asset classes.
The firm selects investments using fundamental analysis, establishes investment policy statements and rebalances portfolios as needed, taking clients’ financial situation, risk tolerance, liquidity needs and tax considerations into account. Accounts are managed on a discretionary basis, custodied primarily at Schwab Advisor Services, and subject to regular performance reporting and quarterly reviews.
A distinctive operational feature is the management of “held‑away” accounts through a third‑party order‑management platform (Pontera), which the firm uses to view and rebalance employer‑sponsored retirement and other outside accounts when clients provide access. While investment management is delivered on a fee basis, the firm’s principal is also a licensed insurance agent who may receive commissions for insurance product sales, a relationship the firm discloses and addresses through its compliance policies.
Client services
Expertise
Fee options
$0 - $200,000: 1.25% annually (0.3125% quarterly) $200,001 - $1,000,000: 1.85% annually (0.2125% quarterly) Over $1,000,000+: 0.75% annually (0.1875% quarterly)
Insurance products commissions may be earned by Jason Irving, licensed insurance agent
Financial planning billed at $200 per hour; waived if client has $250,000 or more under management
Account minimum: $100,000 Fee-only: Fee-only basis; no commissions for investment management
Main office
4901 E Dry Creek Rd, Ste 130
Centennial CO 80122
Advisors at this office
2
Most active in
Colorado · Texas
Also doing business as
Irving Planning & Investments, Ltd. · Michael J. Irving
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
Advisors at this firm
Allison I
Series 63, Series 65
Centennial, CO
Irving Planning & Investments, Ltd.
Allison Irving is a financial advisor at Irving Planning & Investments, Ltd. with seven years of industry experience. She previously worked at Charles Schwab & Co., Inc. and spent six years as a homemaker before joining her current firm. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs asset-allocation strategies across multiple asset classes using fundamental analysis and manages accounts on a discretionary basis with regular performance reporting.
Jason I
ChFC®, Series 63, Series 66
Centennial, CO
Irving Planning & Investments, Ltd.
Jason Irving is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. before joining Irving Planning & Investments, Ltd. in 2020. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes fundamental analysis to select investments and manages portfolios on a discretionary basis, implementing asset-allocation strategies across multiple asset classes primarily through mutual funds and ETFs.
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