RIA Intel›Advisers›Colorado›PRIORITY FINANCIAL PLANNING, LLC

PRIORITY FINANCIAL PLANNING, LLC

Advisory

DURANGO, CO

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in CO

#524

of 720 advisers by AUM

Average account

$273K

across 369 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$25K

Discretionary %100%

Total Clients84

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, IA, KS

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

84 clients

44 high-net-worth

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

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

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