Justin Pritchard

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About Justin Pritchard

Hi, I'm Justin Pritchard, CFP®, founder of Approach Financial, Inc. in Montrose, Colorado. I've been helping people with their money for over 15 years, and my goal is to help you get things done so you can move on to the more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or do anything else, getting those necessary financial tasks behind you makes it easier.

I love helping people get on track and stay there. Let's figure out when you can retire, what it will look like, and examine several what-if scenarios. See how Social Security and healthcare expenses might look in your future. Can you retire early, and what will it take to do so? Do you need help evaluating whether or not it makes sense to take a pension, buy an annuity, or use other strategies that you've heard about?

I don't know everything about everything, but I have been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more. Please let me know what's on your mind!

See Disclosures

General Information

Firm Start Year

2018

CRD#

4055823

Firm CRD#

299214

Insurance License#

Name of Custodial Firm

Charles Schwab, TD Ameritrade

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Assets Managed by Firm

$10,599,904

Assets Managed by Advisor

$10,599,904

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Hourly, Based on Assets, Flat Fee

Additional Details on Charges

Flat-fee financial planning is available for one-time financial advice.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

Bachelor of Arts - Spanish Literature and Language

University of Colorado
1993 -1997

Master of Business Administration -

University of Colorado
1999 -2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888704/paladinregistry-Approach-Financial,-Inc.-detailed-disclosure.html

Disclaimer

Approach Financial, Inc. is registered as an investment adviser in the state of Colorado and is licensed to do business in any state where registered or otherwise exempt from registration.

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Paladin Research Report For:

Approach Financial, Inc.