{
  "crd_number": 165806,
  "slug": "priority-financial-partners-durango-co-165806",
  "primary_business_name": "PRIORITY FINANCIAL PARTNERS",
  "legal_name": "PRIORITY FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Durango",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "20420",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-04-24",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 100717211.0,
  "raum_discretionary": 100692695.0,
  "raum_non_discretionary": 24516.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 278592.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 16765311.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 83673308.0,
      "count": 44
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "IA",
    "KS"
  ],
  "websites": [
    "https://durangomoneyadvice.com",
    "https://facebook.com/PRIORITYFP",
    "https://instagram.com/yournextmoneymove",
    "https://linkedin.com/IN/PRIORITYFP",
    "https://priorityfp.com",
    "https://twitter.com/PRIORITYFP",
    "https://twitter.com/nextmoneymove",
    "https://yournextmoneymove.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165806",
  "city_as_filed": "DURANGO",
  "url": "https://advisorcensus.com/firm/priority-financial-partners-durango-co-165806",
  "display_name": "Priority Financial Partners",
  "summary": "Priority Financial Partners is a state-registered investment advisory firm in Durango, CO, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Priority Financial Partners (CRD 165806): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Priority Financial Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Priority Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Priority Financial Partners located?",
      "a": "Priority Financial Partners' principal office is in Durango, CO, according to its Form ADV."
    },
    {
      "q": "Is Priority Financial Partners registered with the SEC or a state?",
      "a": "Priority Financial Partners is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165806."
    },
    {
      "q": "How much does Priority Financial Partners manage?",
      "a": "Priority Financial Partners reports $100,717,211 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Priority Financial Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (36); charitable organizations (4)."
    },
    {
      "q": "Does Priority Financial Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165806"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/priority-financial-partners-durango-co-165806.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 16765311.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 83673308.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 278592.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165806",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}