Cherry Creek Financial Planning is a registered investment advisor based in Greenwood Village, Colorado, offering personalized financial planning and consulting services. Founded and solely owned by Simon G. Hildenbrand, Cherry Creek Financial Planning operates as a fee-only practice. The firm focuses exclusively on financial planning and advice, meaning Cherry Creek Financial Planning does not manage investment portfolios, place trades, or take custody of client funds. Clients implement recommendations independently through custodians or brokers of their choosing. Services cover comprehensive financial planning, ongoing planning, project-based planning, and hourly consulting, addressing cash flow, debt management, college savings, estate planning coordination, investment analysis, risk management, and tax planning. Cherry Creek Financial Planning does not impose any minimum asset requirement or minimum fee to work with clients, making the firm accessible to individuals and families at various life stages, with a particular focus on couples.
Fee Structure
Cherry Creek Financial Planning charges $175 to $425 per month for ongoing financial planning services, based on the complexity of your situation. This service includes periodic plan reviews, updates to projections as your circumstances change, and continued availability for questions and consultations between scheduled meetings.
- Comprehensive financial plan — Flat fee of $5,000 to $10,000 based on complexity, covering cash flow, debt, college savings, estate coordination, investments, insurance, and taxes
- Project-based planning — $500 base fee plus specific topic fees, including college savings ($500), debt management ($500), financial goals ($1,000), cash flow ($1,000), estate planning ($1,000), investment analysis ($1,000), risk management and insurance planning ($1,000), and tax planning ($1,000)
- Hourly consulting — $250 minimum covering the first 60 minutes, and $45 per 15 minutes thereafter