Arlen Olberding
Arlen Olberding is a CFP-designated registered investment advisor at Guidepost Financial Planning, LLC, based in Fort Collins, CO, with 20 years of industry experience. Arlen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 65 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of Guidepost Financial Planning based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Guidepost Financial Planning and the client. Existing clients may be charged fees other than as above, as were in effect at the time of their engagement with Guidepost Financial Planning. Our employees and their family related accounts are charged a reduced fee for our services.
Fee Estimator
Contact
Arlen Olberding
Location
2601 South Lemay, Unit #32, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Guidepost Financial Planning, LLC
Previous Registrations
Linsco/private Ledger CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Arlen T. Olberding, MBA, CFP®, founded Guidepost Financial Planning after over fifteen years in the financial services industry. His strong desire to bring high quality, objective financial advice to people from all walks of life is complimented by his background in banking, mutual funds and wealth management.