TrueAdvisor
TrueAdvisor
CB
CB
View SEC Summary

Christopher Bahnsen is a registered investment advisor at Montgomery Financial Planning LLC, based in Arvada, CO. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more.

Montgomery Financial Planning LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Montgomery Financial Planning offers ongoing annual financial planning engagements after completing an initial planning agreement. Annual fees vary by service tier:

  • Tier I (Express) — $2,400 per year
  • Tier II (Comprehensive) — $4,000 per year
  • Tier III (Complex) — $6,000 per year

Ongoing engagements are billed quarterly in arrears and include quarterly progress meetings, continuous monitoring toward goals, and a comprehensive annual plan update.

  • Tier I Initial Engagement (Express) — $3,600 flat fee for straightforward financial situations, covering net worth analysis, cash flow review, emergency reserves, debt management, and basic insurance
  • Tier II Initial Engagement (Comprehensive) — $6,000 flat fee for established professionals and dual-income households, covering retirement income modeling, tax return reviews, education funding, employee benefits, and equity compensation
  • Tier III Initial Engagement (Complex) — $8,000 flat fee for pre-retirees, business owners, and complex wealth scenarios, covering advanced distribution planning, business succession, and charitable giving strategies
  • Hourly Financial Planning — $250 per hour for limited-scope guidance, second opinions, or follow-up questions
Annual Retainer:$2,400 - $6,000/year
One-Time Plan:$3,600 - $8,000
Hourly Rate:$250/hr
View Full SEC Brochure

Location

Arvada, CO

Get directions

History

Regulatory History
Clean regulatory record

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
Montgomery Financial Planning LLC
March 2026 - Present · 7 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Arvada, CO →All financial advisors in Colorado →