Financial Planning Fort Collins, LLC
● SEC registered since 2024CRD 283890SEC# 801-130854Fort Collins, CO
Reg. AUM
$151.7M
Employees
4
Accounts
471
Location
Fort Collins, CO
Financial Planning Fort Collins, LLC assets under management
Financial Planning Fort Collins, LLC operates as an SEC-registered investment adviser based in Fort Collins, CO. The firm has been registered since 2024. It reports $151.7 million in regulatory assets under management and employs 4 people.
Financial Planning Fort Collins, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Samuel Speciner Control | President / Cco / Iar | Over 75% | 2014 |
| Regina Marie Neenan | Voting Member, Shareholder | Under 5% | 2021 |
Frequently asked questions
How much does Financial Planning Fort Collins, LLC manage?
Financial Planning Fort Collins, LLC reports $151.7 million in regulatory assets under management on its Form ADV.
How many employees does Financial Planning Fort Collins, LLC have?
Financial Planning Fort Collins, LLC reports 4 employees.
Where is Financial Planning Fort Collins, LLC located?
Financial Planning Fort Collins, LLC is based in Fort Collins, CO and has been SEC-registered since 2024.
Does Financial Planning Fort Collins, LLC disclose fund performance?
Financial Planning Fort Collins, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197 |
| Phone | 970-225-0504 |
| Fax | 970-658-0050 |
| Office hours | By Appt Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.7M▲ 38%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$151.7Mregulatory AUM
Discretionary $150.2MNon-discretionary $1.5M