Best Life Financial Planning, LLC
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
The firm is a solo, fee‑only financial planning practice that serves individuals and high‑net‑worth clients through comprehensive financial planning engagements. Services are offered on both project‑based and ongoing terms and include written financial plans and referrals to third‑party professionals such as attorneys, accountants, and insurance agents.
When making securities recommendations as part of a financial plan, the firm applies Modern Portfolio Theory and typically favors passive, asset‑allocation approaches, but it does not provide portfolio management or accept custody of client assets. Clients are expected to implement investment recommendations through custodians of their choice, and the firm tailors advice based on each client's risk tolerance, time horizon, and goals.
Distinctive aspects relative to many independent advisers include the absence of portfolio management for individual clients and the use of fixed/hourly fee arrangements rather than percentage‑of‑AUM billing. The firm is newly established with no assets under management at filing, and its sole advisor holds military‑focused credentials and has prior military service and counseling roles, suggesting particular expertise with military and veteran client situations.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
Initial financial planning fee: $1,000 - $7,000; Project-based financial planning fee: $1,000 - $7,000; Ongoing quarterly fee: $500 - $2,000
$150/hour
Ongoing fixed fee for financial planning paid quarterly in advance ranging from $500 - $2,000 per quarter
Fee-only: Initial fee: $1,000 - $7,000 (may be waived/reduced); Ongoing fixed fee: $500 - $2,000 per quarter; Project-Based fixed fee: $1,000 - $7,000; Hourly rate: $150/hour
Main office location
Best Life Financial Planning, LLC
Longmont CO, United States
Number of offices
1
Most active in
Best Life Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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.
-
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.
-
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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