Ffg Retirement Counseling Fees & Minimum

Overview

Headquarters: Centennial, CO
Total Firm Assets: $216 million
Average High-Net-Worth Client Portfolio Size: $2.3 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FFG RETIREMENT COUNSELING DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS,AND PRIVACY POLICY (2026-02-11) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.30%
$500,001	$1,000,000	1.05%
$1,000,001	$2,000,000	0.85%
$2,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,750	1.18%
$5 million	$42,750	0.86%
$10 million	$80,250	0.80%
$50 million	$380,250	0.76%
$100 million	$755,250	0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 85.59%
Number of High-Net-Worth Clients: 80
Total Client Accounts: 730
Discretionary Accounts: 730

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 308305

FFG RETIREMENT COUNSELING DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS,AND PRIVACY POLICY (2026-02-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Ffg Retirement Counseling