RIA Intel›Advisers›Colorado›TEN TALENTS FINANCIAL PLANNING LLC

TEN TALENTS FINANCIAL PLANNING LLC

Advisory

PARKER, CO

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in CO

#662

of 720 advisers by AUM

Average account

$401K

across 126 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, TX

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

33 clients

20 high-net-worth

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

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