Sohum Financial Planning, LLC
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About
Sohum Financial Planning LLC provides discretionary asset management, comprehensive financial planning and consulting, and a quarterly subscription service to individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. The firm also conducts public seminars and workshops on financial topics and delivers initial plans and update plans pursuant to documented client profiles.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis along with Monte Carlo planning to assess potential outcomes; portfolios typically include mutual funds and ETFs and are custodied at Charles Schwab with discretionary trading authority. Accounts are reviewed at least quarterly and financial plans follow the CFP Board’s recommended six‑step process, with ongoing implementation support available through the subscription offering and third‑party fintech aggregation tools.
Distinctive elements include the firm’s advisor holding active insurance agency appointments with multiple general agencies and dedicating a meaningful portion of time to insurance activities—arrangements that can generate commission compensation and are disclosed as potential conflicts of interest. The adviser has also maintained broker‑dealer/registered representative engagements in recent years, manages roughly $3.6 million for a small client base, and offers no‑fee public education sessions alongside a defined quarterly planning subscription (up to six hours per quarter), features that are less common among independent peers.
Client services
Expertise
Fee options
$1,200 quarterly flat fee for quarterly subscription services (up to six hours of planning services per quarter)
2.00% annually maximum, billed quarterly at 0.50% per quarter in advance, fees negotiable
Investment advisor representatives receive commissions on insurance and securities products sold
$400 per hour for initial financial plans and update plans
$1,200 per quarter for quarterly subscription services
Main office
4860 Cr 73, Suite A
Evergreen CO 80439
Advisors at this office
1
Most active in
Colorado
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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