JustinPritchard- Financial Advisor Montrose, CO

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About Justin Pritchard

You're smart enough to figure all of this out yourself, but maybe you;d rather do other things. That describes most clients of Approach Financial Planning. And if you prefer not to work with a big firm (with the requisite expensive suits and CNBC blaring on the television), you're in the right place.

We're not trying to emulate Wall Street. My priority is to help you get clarity and confidence as you move into the next chapter of life.

Take advantage of my 15 years of experience to get the answers and guidance you need. You'll pay no commissions under our fiduciary, fee-only arrangement. Whether you want ongoing investment advice and management or a one-time flat-fee analysis, you're in control of the relationship.

Justin Pritchard, CFP® (the founder of Approach Financial, Inc.) has been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more.

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:

Justin Pritchard

Approach Financial, Inc.