RIA Intel›Advisers›Colorado›LUNSFORD FINANCIAL PLANNING, INC.

LUNSFORD FINANCIAL PLANNING, INC.

Advisory

LOUISVILLE, CO

Data as of Mar 28, 2025 · Source: SEC Form ADV

Rank in CO

#678

of 720 advisers by AUM

Average account

$333K

across 136 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2025.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

49 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

NORRIS MICHAEL JOHN

$45M

INVESTMENT MANAGEMENT CONSULTANTS, LTD.

$45M

HARPER ASSET MANAGEMENT, LLC

$46M

GREENWOOD INVESTMENT MANAGEMENT, INC.

$45M

EVERGREEN WEALTH ADVISORS, LLC

$46M

MICHALSKI FINANCIAL MANAGEMENT INC

$47M

Get the full picture on LUNSFORD FINANCIAL PLANNING, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LUNSFORD FINANCIAL PLANNING, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans