Welch Financial Planning, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 329418
- Registered since
- January 19, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72%
- Individuals28%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Welch Financial Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and focuses on individual and family clients, offering comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its billing is a mix of asset-based fees, hourly charges, and fixed fees. Welch does not market itself as a capital allocator and does not emphasize ESG investing.
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 Funds60%
- Exchange Traded Equities36%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$190M in ETFs
60%
$114M
25%
$76M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $19.6M | 100,362 | 10.34% |
Location
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 1790 38th St
- Time zone
- MT (UTC-7)
- Office locations
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