MY Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,249,740
Clients
175
Advisors
1
of 4 employees
About
MY Wealth Planners serves individual clients, including high-net-worth households, and also works with employer plan sponsors, charitable organizations, and businesses. The firm provides ongoing financial planning, retirement and tax planning, investment management (typically bundled with planning), employee compensation consulting, divorce financial analysis, business planning, and risk/insurance reviews.
The firm’s investment process is grounded in modern portfolio theory and primarily uses passive vehicles while selectively employing active managers and strategic fund selection. Clients are placed into a structured ongoing planning relationship with periodic meetings and discretionary portfolio management; the firm uses block trading and a national custodian to execute and settle client transactions.
Noteworthy features for a small, supported advisory firm include the routine inclusion of non-managed assets (for example, home equity or business interests) in the advisory relationship and a bifurcated approach to how managed and non‑managed assets are handled and billed, with investment management generally offered as a bundled planning service. The firm’s leadership holds advanced academic credentials and maintains teaching and community-college advisory roles, and the firm also authorizes verbal client instructions and does not accept proxy‑voting or class‑action participation on client securities.
Client services
Expertise
Occupation focus
Fee options
$0 - /: 0.50% of client net worth (rounded down to nearest $100,000) for Ongoing Financial Planning with bundled Investment Management Services, with a minimum fee of $6,000 annually $0 - /: 1.00% annually for Investment Management Services (managed assets), billed monthly in arrears based on average daily balance $0 - $1,000,000: 0.50% annually for Employee Compensation Consulting plan assets $1,000,000 - $2,500,000: 0.48% annually for Employee Compensation Consulting plan assets $2,500,000 - $5,000,000: 0.35% annually for Employee Compensation Consulting plan assets $5,000,000 - $20,000,000: 0.25% annually for Employee Compensation Consulting plan assets $20,000,000 - $50,000,000: 0.19% annually for Employee Compensation Consulting plan assets $50,000,000+: 0.12% annually for Employee Compensation Consulting plan assets
Minimum fee: Minimum fee of $6,000 annually for Ongoing Financial Planning service Fee-only: Fixed fees for non-retirement compensation consulting on a project basis, quoted in advance and charged in arrears
Main office
720 100 Year Party Court, Suite 300
Longmont CO 80504
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
My Wealth Planners · My Wealth Planners 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
Quick links
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