Kickstart Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and related advisory services to individuals and families, including a focused offering for early-career professionals. Services are offered as comprehensive or project-based engagements that address cash flow, retirement, tax-aware planning, education funding, insurance, estate considerations, and investment guidance.
Advice is delivered on a fee-for-service basis through one-time or limited-scope engagements following an initial fact-finding conversation, and clients receive a written or electronic financial plan summarizing observations and action steps. The firm provides investment consultation and may recommend mutual funds and ETFs, but it does not take custody of client assets or provide discretionary portfolio management.
Distinctive for a solo independent adviser, the firm does not manage client portfolios and does not employ percentage-of-assets-under-management pricing, instead relying on fixed-fee and hourly planning arrangements, a model that differs from many peers. The firm’s principal also maintains substantial outside employment and operates a separate practice-management software business, which are disclosed as ongoing outside activities that may influence availability and the firm’s service structure.
Client services
Expertise
Demographic focus
Fee options
Comprehensive financial plan: $650 per month for 3 months totaling $1,950; Early-career focused financial plan: $499 fixed fee
$199 per hour billed in 15-minute increments
Fee-only: $199 per hour billed in 15-minute increments
Main office
Parker CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Kickstart Financial Planning · Kickstart 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
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