Samuel Napp is a CFP-designated registered investment advisor at Boulder Financial Planning Company, based in Longmont, CO, with 11 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The investment management fee is the lesser of 0.35% of assets under management annually or $4,800 per year ($1,200 per quarter). If outside managers are used, their fees typically range from 0.20% to 1.00% in addition to this fee.
Fee Estimator
Location
Longmont, CO
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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 →Other Business Activities
Samuel serves on the Investment Committee of the Longmont Community Foundation, a tax-exempt public charity. He does not receive compensation for this service, and there is no affiliation between his firm and the Foundation.
Employment History
Current Registrations
Boulder Financial Planning Company
Previous Registrations
Bsw Wealth Partners
State Registrations1 state
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
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