FPFOCO

Legal name: FINANCIAL PLANNING FORT COLLINS, LLC

CRD 283890File 801-130854

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$151.7M

Bottom 25% of cohort (national)

Discretionary AUM

$150.2M

Non-discretionary $1.5M

Clients

119

471 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Aug 2, 2024
Principal office: 375 E. HORSETOOTH RD., BLDG. 3, STE. 203, FORT COLLINS, CO, 80525-3197
Phone: 970-225-0504
Website: HTTPS://x.COM/FPFOCO

Assets & accounts

ADV Item 5F

Total regulatory AUM: $151.7M
Discretionary AUM: $150.2M
Non-discretionary AUM: $1.5M
Discretionary accounts: 469
Non-discretionary accounts: 2
Total accounts: 471
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	41	$111.6M
Individuals (other than high net worth individuals)	78	$40.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.