Reset Financial Planning LLC
Firm details
- Headquarters
- Fort Collins, Colorado
- CRD number
- 324322
- Website
- resetfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Reset Financial Planning LLC is an independent, single-owner RIA organized as a limited liability company that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is non-transactional, relying on hourly and fixed-fee arrangements rather than asset-based or commission-driven compensation. Reset is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities17%
Contacts
1 of 1
Sara Zuckerman
FounderCRD 5052295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Collins, CO
Larimer
Location
Fort Collins, CO
Headquartered in Fort Collins, CO, in the West of the United States.
- Region
- West
- County
- Larimer
- Address
- 301 Remington St
- Time zone
- MT (UTC-7)
- Office locations
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