Reset Financial Planning LLC
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About
Reset Financial Planning LLC provides fee-only financial planning and discretionary investment management for individuals and high‑net‑worth clients, offering both ongoing planning and project‑based engagements as well as divorce-related financial analysis. The firm operates as a small, advisor‑led practice that tailors plans to clients’ goals and supports implementation and monitoring.
ResetFP emphasizes asset allocation and predominantly uses passive vehicles such as index mutual funds and ETFs to construct diversified portfolios, integrating tax, insurance, estate, and employee‑benefit considerations into its advice. The adviser manages accounts on a discretionary basis when engaged for investment management and allows clients to impose reasonable investment restrictions.
The firm is unusual among independents in two respects disclosed in its brochure: it does not use percentage‑of‑assets pricing, and the firm’s founder also serves as a financial planner for an independent, unaffiliated registered investment adviser. The founder’s CFP® and CDFA® credentials and the explicit offering of divorce financial planning further distinguish ResetFP’s service mix within a small, boutique practice.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for Project-Based Financial Planning up to $10,000 per plan; fixed fee for Divorce Financial Planning as specified in advisory contract
Up to $500 per hour for follow-up financial planning services
Account minimum: $500,000 (may be waived at discretion of ResetFP for ongoing financial planning and investment management; no minimum for project-based or divorce financial planning) Minimum fee: Fixed annual fee up to a maximum of $25,000 per year for ongoing financial planning and investment management Fee-only: Firm is fee-only; only compensation received is from clients for services rendered
Main office
301 Remington Street
Fort Collins CO 80524
Advisors at this office
1
Most active in
Arizona · California · Colorado · Texas
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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