Schlanger Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schlanger Financial provides investment management and ongoing financial planning to individuals, high-net-worth clients, and business owners, offering discretionary portfolio management across stocks, bonds, mutual funds, ETFs, and municipal and government securities. The firm operates as a fee-only adviser and coordinates with third-party professionals; tax preparation is offered through an affiliated accounting firm under a separate engagement and agreement.
The firm's investment approach emphasizes Modern Portfolio Theory, asset allocation, and a mix of passive and active strategies tailored to each client's objectives, risk tolerance, and tax considerations, with account supervision and periodic reviews. Financial planning is delivered on an ongoing basis with a written plan and regular monitoring, and planning engagements are billed on a fixed recurring fee basis rather than solely on an asset-based schedule.
What is distinctive about the firm is the clear affiliation with an accounting practice and that the principal holds CPA and PFS credentials, with tax-preparation services available through the related entity for separate compensation (a disclosed conflict of interest that clients may accept or decline). Schlanger Financial also discloses that it does not act as an adviser to private funds and leaves proxy voting responsibility with clients.
Client services
Expertise
Occupation focus
Fee options
Initial financial plan fee of $3,000 (may be reduced or waived); ongoing financial planning fees range from $6,250 to $10,000 annually, paid quarterly in advance
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Account minimum: $500,000 (may be reduced or waived on a case-by-case basis) Fee-only: Investment management fees based on asset tiers; financial planning fees are fixed and ongoing with possibility of reduction or waiver
Main office
8191 Southpark Ln, Unit 108
Littleton CO 80120
Advisors at this office
1
Most active in
Colorado
Also doing business as
Schlanger Financial · Schlanger Financial 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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