Lisa Cowan is a CFP-designated registered investment advisor at Welch Financial Planning, LLC, based in Boulder, CO, with 10 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 157 clients with $200M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fee is negotiable based on the size and number of accounts managed.
Fee Estimator
Location
1790 38th St, Ste. 205, Boulder, CO, 80301-2600
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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
Lisa is an Associate Financial Advisor at WealthPLAN Partners and spends a few hours per week on this. She also jointly owns rental properties and is an owner of Paloma & Zane LLCs, dedicating minimal time to these activities.
Employment History
Current Registrations
Welch Financial Planning, LLC
Previous Registrations
Wealthplan Partners
Wealthplan Partners
Securities America, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Scottrade, INC.Broker
State Registrations1 state
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