Cassandra Alfaro is a CFP-designated registered investment advisor at Fox Meadow Financial Planning, based in Denver, CO, with 3 years of industry experience. Cassandra 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- One-Time Financial Plan — $900-$2,500, depending on the complexity of your financial situation. This includes establishing goals, analyzing your financial situation (net worth, cash flow, insurance, etc.), and a follow-up meeting.
- Hourly Financial Planning — $195/hour for additional assistance with your financial plan or to address specific questions.
Location
Denver, 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 →Employment History
Current Registrations
Fox Meadow Financial Planning
Previous Registrations
Iwp Wealth - Private Client Advisors
Charles Schwab & CO., INC.Broker
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.