# Priority Financial Partners

> 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.

- CRD: 165806
- Filed as: PRIORITY FINANCIAL PARTNERS
- Legal name: Priority Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durango, CO
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165806
- AdvisorCensus page: https://advisorcensus.com/firm/priority-financial-partners-durango-co-165806

## Quick answers

**How is Priority Financial Partners compensated?**
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).

**Where is Priority Financial Partners located?**
Priority Financial Partners' principal office is in Durango, CO, according to its Form ADV.

**Is Priority Financial Partners registered with the SEC or a state?**
Priority Financial Partners is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165806.

**How much does Priority Financial Partners manage?**
Priority Financial Partners reports $100,717,211 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**What types of clients does Priority Financial Partners serve?**
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).

**Does Priority Financial Partners report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $100,717,211
- Discretionary: $100,692,695
- Non-discretionary: $24,516

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $16,765,311 |
| High net worth individuals | 44 | $83,673,308 |
| Charitable organizations | 4 | $278,592 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IA, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- durangomoneyadvice.com
- priorityfp.com
- yournextmoneymove.com
- Facebook @PRIORITYFP
- Instagram @yournextmoneymove
- LinkedIn @PRIORITYFP
- X @PRIORITYFP
- X @nextmoneymove

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Priority Financial Partners (CRD 165806): Form ADV filing data as of October 2026.