Maria Shanley is a registered investment advisor at The Planners INC., based in Fort Collins, CO, with 10 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 106 clients with $34M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Altruist Cash accounts: 0.25%. Low-Duration Fixed Income Accounts: 0.75%. Personalized Portfolio Service: additional 0.20%.
Fee Estimator
Location
1015 W Horsetooth Rd, Ste 205, Fort Collins, CO, 80526
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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
The Planners INC.
Previous Registrations
Palisade Investments, LLC
State Registrations1 state
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