Sorensen Financial Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,562,606
Clients
34
18% high-net-worth
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
34
HighAverage account size
$516,547
About
Sorensen Financial Management is an independent investment adviser that serves individuals, their trusts, estates and charitable organizations, as well as businesses and pension and profit-sharing plans. It provides portfolio management, investment advice and financial planning, and as of January 1, 2026 managed about $17.6 million across 34 accounts.
The firm relies principally on fundamental analysis and evaluation of company and industry life cycles to identify investments, and may implement both long- and short-term purchases tailored to each client's stated objectives. It typically obtains discretionary trading authority, performs quarterly reviews of accounts and annual performance analyses, and uses a qualified, independent custodian for client assets.
Distinctively for an independent adviser of this size, the firm distributes periodicals/newsletters and offers educational seminars or workshops in addition to one-on-one advisory services. It limits custody to client-authorized fee deductions, does not vote client proxies, and provides financial planning on an hourly or fixed-fee basis alongside its asset management services.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Varies based on services
0.25% - 1.0%
$125.00 per hour
Main office location
Sorensen Financial Management
1295 Race St., Apt. 306
Denver CO 80206, United States
Number of offices
1
Most active in
Sorensen Financial Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
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.
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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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