Ludwick & Shirman, LLC – Registered Investment Advisor

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Financial Planning Fees

We offer a complimentary “get-acquainted” meeting to describe our services and to explore whether we are a good fit for you. Our hourly fee for financial planning services is $200/hour. In general, we charge a fixed fee for a written financial plan, ranging from $800 to $2,000, depending on the complexity of the plan. You receive the expertise of both Roy and Gary for this fee, as we work jointly with all of our clients.

In this section

  • Financial Planning
    • Financial Planning Fees
    • Financial Checkup
    • Other Financial Planning Services

Get Acquainted

We offer a complimentary “get-acquainted” meeting to describe our services and to explore whether we are a good fit for you.

Contact Us

Tel: 303-444-1161 • Fax: 303-444-5291
Email: info@nullLudwickAndShirman.com

2595 Canyon Blvd, Suite 220
Boulder, CO 80302

Your Account

TD Ameritrade Institutional provides monthly statements to our clients summarizing their portfolio positions. LOG IN HERE