Ten Talents Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ten Talents provides financial planning and discretionary investment management to individuals, families, trusts, estates and high-net-worth clients. Engagements commonly begin with a project-based financial planning engagement (typically a three-month arrangement billed in arrears) and the firm also offers tax preparation and tax-planning services to its investment management clients (tax services are not offered as a standalone service).
The firm generally constructs diversified, long-term portfolios that rely on passive, low-cost mutual funds and ETFs while applying fundamental analysis and an Investment Policy Statement to set strategic asset allocations. Ten Talents manages portfolios on a discretionary basis, will rebalance or trade for cash needs or tax reasons, and may include nontraditional exposures (the brochure discusses digital-asset considerations and other investment types as appropriate).
Ten Talents manages roughly $50.5 million across a relatively small client base, which translates into larger assets per household than many independent peers and is reflected in fee and service options that differ by account size (for example, the firm may waive its fixed financial planning fee and pay for tax-preparation services for clients with $1,000,000 or more under management). The firm recommends and maintains an institutional relationship with Charles Schwab for custody and execution and discloses the economic benefits received through that relationship.
Client services
Expertise
Fee options
Financial Planning Services fixed price between $1,800 and $12,000 depending on scope and complexity
$0 - $2,500,000: 1.00% annually (0.25% quarterly) $2,500,000+: Negotiable
Up to $650 per hour for certain financial planning engagements
Fee-only: Financial Planning Services fixed fee ranging from $1,800 to $12,000 depending on scope and complexity; hourly rate up to $650/hour for some financial planning engagements
Main office
11479 S Pine Dr.
Parker CO 80134
Advisors at this office
1
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
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