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| Financial Planning Fort Collins LLC
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|---|---|
| CRD # | 283890 |
| SEC # | 801-130854 |
| CIK # | 0002111920 |
| AUM | $151.7 M (2026-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 970-225-0504 |
| Address | 375 E Horsetooth Rd Fort Collins, CO 80525-3197 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.4 | ||
| Global MOFY Metaverse Ltd | 5.3 | ||
| Woodward Governor Co | 1.5 | ||
| Microsoft Corp | 0.7 | ||
| Cisco Systems Inc | 0.6 | ||
| Reinvent Technology Partners Y | 0.6 | ||
| AbbVie Inc | 0.5 | ||
| Abbott Laboratories | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 40.1 |
| (b) Individuals (high net worth individuals) | 41 | 111.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 151.7 |
| By Discretionary | ||
| Discretionary | 469 | 150.2 |
| Non-Discretionary | 2 | 1.5 |
| Total | 471 | 151.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.7 | |
| Total | 471 | 151.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111920] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Infinity Wealth Counsel LLC
✚
|
OH | 0.2 |
|
The RENN Wealth Management Group Inc
✚
|
GA | 0.2 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.2 |
|
Providence Wealth Management LLC
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|
TN | 0.2 |
|
Delta Wealth Advisors LLC
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|
0.2 | |
|
Hershey Financial Advisers LLC
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|
PA | 0.2 |
|
Integrated Wealth Strategies LLC
✚
|
TX | 0.2 |
|
Classic Financial & Insurance Services Inc
✚
|
CA | 0.2 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.2 |
|
Bright Investments LLC
✚
|
AL | 0.2 |