{ "path": "/advisors/co/flat-fee", "url": "https://advisorcensus.com/advisors/co/flat-fee/page/9", "page_type": "state_fee", "title": "Flat-fee financial advisors in Colorado", "filters": {}, "scope_total": 490, "faq": [ { "q": "How many financial advisory firms are there in Colorado?", "a": "AdvisorCensus lists 1,196 investment advisory firms with a principal office in Colorado, from Form ADV filings as of October 2026: 375 SEC-registered, 483 state-registered, and 338 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Colorado?", "a": "407 of the 1,196 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Colorado offer financial planning?", "a": "589 of the 858 firms in Colorado that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Colorado fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 407 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 490 investment advisory firms with a principal office in Colorado that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Colorado: 490 firms from Form ADV filings as of October 2026.", "total_firms": 490, "page": 9, "total_pages": 10, "sort": "name", "registration_types": { "sec": 209, "state": 281, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 232 }, { "code": "percentage_of_aum", "count": 424 }, { "code": "hourly", "count": 300 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 490 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 212 }, { "code": "5_to_9", "count": 125 }, { "code": "10_to_19", "count": 95 }, { "code": "20_plus", "count": 58 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 152 }, { "code": "25m_100m", "count": 88 }, { "code": "100m_500m", "count": 121 }, { "code": "500m_1b", "count": 37 }, { "code": "1b_5b", "count": 28 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 52 } ], "firms": [ { "crd_number": 165766, "name": "Sugden Wealth Management, LLC", "name_as_filed": "SUGDEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766", "city": "Denver", "state": "CO", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106570, "name": "Sullivan & Associates", "name_as_filed": "SULLIVAN & ASSOCIATES", "url": "https://advisorcensus.com/firm/sullivan-and-associates-colorado-springs-co-106570", "city": "Colorado Springs", "state": "CO", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145349, "name": "Sullivan Financial Planning, LLC", "name_as_filed": "SULLIVAN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/sullivan-financial-planning-llc-145349", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296740, "name": "Summit Hill Wealth Management, LLC", "name_as_filed": "SUMMIT HILL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740", "city": "Greenwood Village", "state": "CO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306552, "name": "Summit View Capital Advisors", "name_as_filed": "SUMMIT VIEW CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/summit-view-capital-advisors-306552", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335242, "name": "Summit Wealth Group", "name_as_filed": "SUMMIT WEALTH GROUP", "url": "https://advisorcensus.com/firm/summit-wealth-group-colorado-springs-co-335242", "city": "Colorado Springs", "state": "CO", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336856, "name": "Summitpoint Capital Management", "name_as_filed": "SUMMITPOINT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/summitpoint-capital-management-littleton-co-336856", "city": "Littleton", "state": "CO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315251, "name": "Sunlight Peaks Financial Partners, LLC", "name_as_filed": "SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251", "city": "Glenwood Springs", "state": "CO", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 323611, "name": "Sustainable Wealth Strategies, LLC", "name_as_filed": "SUSTAINABLE WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611", "city": "Colorado Springs", "state": "CO", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309033, "name": "Swales Financial LLC", "name_as_filed": "SWALES FINANCIAL LLC", "url": "https://advisorcensus.com/firm/swales-financial-llc-309033", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292755, "name": "Swan Wealth Advisors, LLC", "name_as_filed": "SWAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/swan-wealth-advisors-llc-durango-co-292755", "city": "Durango", "state": "CO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334117, "name": "Synergy Capital", "name_as_filed": "SYNERGY CAPITAL", "url": "https://advisorcensus.com/firm/synergy-capital-fort-collins-co-334117", "city": "Fort Collins", "state": "CO", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305287, "name": "Synergy Financial Partners, LLC", "name_as_filed": "SYNERGY FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287", "city": "Denver", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326687, "name": "Systematic Wealth Management, Inc.", "name_as_filed": "SYSTEMATIC WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/systematic-wealth-management-inc-glenwood-springs-co-326687", "city": "Glenwood Springs", "state": "CO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107248, "name": "Tafoya Barrett and Associates PC", "name_as_filed": "TAFOYA BARRETT AND ASSOCIATES PC", "url": "https://advisorcensus.com/firm/tafoya-barrett-and-associates-pc-durango-co-107248", "city": "Durango", "state": "CO", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337265, "name": "Tailored Tax and Wealth", "name_as_filed": "TAILORED TAX AND WEALTH", "url": "https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265", "city": "Parker", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 292565, "name": "Tandem Financial, LLC", "name_as_filed": "TANDEM FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/tandem-financial-llc-greenwood-village-co-292565", "city": "Greenwood Village", "state": "CO", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311127, "name": "Tangent Financial", "name_as_filed": "TANGENT FINANCIAL", "url": "https://advisorcensus.com/firm/tangent-financial-311127", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154749, "name": "Tara Nolan Advisory Services, Ltd", "name_as_filed": "TARA NOLAN ADVISORY SERVICES, LTD", "url": "https://advisorcensus.com/firm/tara-nolan-advisory-services-ltd-peyton-co-154749", "city": "Peyton", "state": "CO", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 282131, "name": "Targeted Wealth Solutions", "name_as_filed": "TARGETED WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131", "city": "Colorado Springs", "state": "CO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323416, "name": "Taylors Financial", "name_as_filed": "TAYLORS FINANCIAL", "url": "https://advisorcensus.com/firm/taylors-financial-fort-collins-co-323416", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297195, "name": "Ten Talents Financial Planning LLC", "name_as_filed": "TEN TALENTS FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195", "city": "Parker", "state": "CO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321135, "name": "The Horst Group, LLC", "name_as_filed": "THE HORST GROUP, LLC", "url": "https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135", "city": "Denver", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127207, "name": "The Institute", "name_as_filed": "THE INSTITUTE", "url": "https://advisorcensus.com/firm/the-institute-denver-co-127207", "city": "Denver", "state": "CO", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311142, "name": "The Millstone Evans Group, LLC", "name_as_filed": "THE MILLSTONE EVANS GROUP, LLC", "url": "https://advisorcensus.com/firm/the-millstone-evans-group-llc-boulder-co-311142", "city": "Boulder", "state": "CO", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326556, "name": "The Planners Inc.", "name_as_filed": "THE PLANNERS INC.", "url": "https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324130, "name": "The Real Estate Whisperer(r)", "name_as_filed": "THE REAL ESTATE WHISPERER(R)", "url": "https://advisorcensus.com/firm/the-real-estate-whisperer-r-monument-co-324130", "city": "Monument", "state": "CO", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 112024, "name": "The Wealth Conservancy, Inc.", "name_as_filed": "THE WEALTH CONSERVANCY, INC.", "url": "https://advisorcensus.com/firm/the-wealth-conservancy-inc-boulder-co-112024", "city": "Boulder", "state": "CO", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 284453, "name": "THEPENSION401K", "name_as_filed": "THEPENSION401K", "url": "https://advisorcensus.com/firm/thepension401k-buena-vista-co-284453", "city": "Buena Vista", "state": "CO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130738, "name": "Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA", "name_as_filed": "THOMAS A. PAULSON, JR., DBA, THOMAS A. PAULSON, JR., CPA", "url": "https://advisorcensus.com/firm/thomas-a-paulson-jr-dba-thomas-a-paulson-jr-cpa-130738", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312566, "name": "Three Waters Financial", "name_as_filed": "THREE WATERS FINANCIAL", "url": "https://advisorcensus.com/firm/three-waters-financial-312566", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321872, "name": "Thrive Financial Management", "name_as_filed": "THRIVE FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/thrive-financial-management-321872", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313261, "name": "Tifin Give", "name_as_filed": "TIFIN GIVE", "url": "https://advisorcensus.com/firm/tifin-give-boulder-co-313261", "city": "Boulder", "state": "CO", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 109479, "name": "Tillman Hartley LLC", "name_as_filed": "TILLMAN HARTLEY LLC", "url": "https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479", "city": "Denver", "state": "CO", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291594, "name": "To Wealth, LLC", "name_as_filed": "TO WEALTH, LLC", "url": "https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594", "city": "Boulder", "state": "CO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145832, "name": "TOM C. Nelson, PHD, CFP(R) Personal Financial Consultant", "name_as_filed": "TOM C. NELSON, PHD, CFP(R) PERSONAL FINANCIAL CONSULTANT", "url": "https://advisorcensus.com/firm/tom-c-nelson-phd-cfp-r-personal-financial-consultant-145832", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328588, "name": "Tonn Financial Planning", "name_as_filed": "TONN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tonn-financial-planning-328588", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331265, "name": "Toro West Capital Advisors", "name_as_filed": "TORO WEST CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/toro-west-capital-advisors-louisville-co-331265", "city": "Louisville", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113681, "name": "Townsend", "name_as_filed": "TOWNSEND", "url": "https://advisorcensus.com/firm/townsend-westminster-co-113681", "city": "Westminster", "state": "CO", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339852, "name": "Trailblazer Wealth Management", "name_as_filed": "TRAILBLAZER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/trailblazer-wealth-management-339852", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310766, "name": "Trailpoint Financial Planning", "name_as_filed": "TRAILPOINT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/trailpoint-financial-planning-310766", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323530, "name": "Trailwise Financial Partners, LLC", "name_as_filed": "TRAILWISE FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530", "city": "Golden", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107376, "name": "Transamerica Asset Management, Inc.", "name_as_filed": "TRANSAMERICA ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/transamerica-asset-management-inc-denver-co-107376", "city": "Denver", "state": "CO", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342264, "name": "Trevian Financial", "name_as_filed": "TREVIAN FINANCIAL", "url": "https://advisorcensus.com/firm/trevian-financial-342264", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315629, "name": "TRG Investment Advisors, LLC", "name_as_filed": "TRG INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trg-investment-advisors-llc-denver-co-315629", "city": "Denver", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325294, "name": "Trinity Wealth", "name_as_filed": "TRINITY WEALTH", "url": "https://advisorcensus.com/firm/trinity-wealth-aurora-co-325294", "city": "Aurora", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282814, "name": "Triumph Capital Management", "name_as_filed": "TRIUMPH CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/triumph-capital-management-denver-co-282814", "city": "Denver", "state": "CO", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333004, "name": "True Riches Financial Planning", "name_as_filed": "TRUE RICHES FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339522, "name": "Truevector Wealth Advisors", "name_as_filed": "TRUEVECTOR WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/truevector-wealth-advisors-parker-co-339522", "city": "Parker", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312175, "name": "Truthpoint Financial, LLC", "name_as_filed": "TRUTHPOINT FINANCIAL, LLC", 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