Someday Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Someday Advisors provides financial planning and portfolio management services primarily to individual and high‑net‑worth clients, covering topics such as cash‑flow analysis, retirement, education funding, tax and estate planning, and divorce consultation. The firm also offers periodic educational workshops on planning and investing topics, which the brochure states are provided complimentary to clients.
Investment recommendations are grounded in Modern Portfolio Theory and fundamental analysis, employing a passive, long‑term buy‑and‑hold approach with periodic rebalancing and portfolios that typically include mutual funds, ETFs, and fixed‑income securities. Portfolio management is provided on a non‑discretionary basis, so transactions and rebalancing are implemented only with client approval and review.
Compared with many investment manager firms, Someday Advisors uses non‑traditional billing methods: it offers hourly planning engagements ($250 per hour billed in 15‑minute increments), fixed‑fee projects (e.g., a $500 Financial Checkup and a $2,500 Stand‑Alone Financial Plan), and a fixed‑dollar comprehensive wealth‑management fee range ($9,000–$70,000 annually) rather than a percentage‑of‑AUM model. The brochure also notes the firm reports no reportable assets under management, does not receive commissions or 12b‑1 fees, and does not charge performance‑based fees.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
Financial Checkup: $500 one-time fee; Stand-Alone Financial Plan: $2,500 fee with $500 deposit required.
$250 per hour, billed in 15-minute increments.
Fee-only: Hourly fee of $250 per hour, billed in 15-minute increments.
Main office location
Someday Advisors
Denver CO, United States
Number of offices
1
Most active in
Someday Advisors has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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