Mondor Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mondor Financial Planning provides fee-only financial planning services to individuals, high-net-worth individuals, and small business owners. The firm delivers ongoing, collaborative planning engagements and does not act as a custodian or provide discretionary investment management.
The firm’s planning process emphasizes asset allocation and Modern Portfolio Theory, often recommending passive mutual funds and ETFs and focusing on long-term horizons; implementation of investment recommendations is the client’s responsibility. Mondor charges recurring fixed fees for its ongoing financial planning services rather than using asset-based or performance-based compensation.
Mondor is affiliated with an accounting and tax preparation firm that the adviser recommends to planning clients and that provides tax preparation to ongoing planning clients, a relationship that generates business profits for the related entity and is disclosed as a potential conflict of interest. The firm is newly registered, does not offer private fund advisory or performance-based fee arrangements, and highlights its combination of tax and planning capabilities as a distinguishing element of its service model.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Initial fee up to $2,000; ongoing monthly fixed fees ranging from $600 to $2,000 Fee-only: Ongoing monthly fixed fees ranging from $600 to $2,000; initial onboarding fee up to $2,000
Main office
Salida CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Mondor Financial Planning · Mondor 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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