# Reset Financial Planning LLC

> Reset Financial Planning LLC is a state-registered investment advisory firm in Fort Collins, CO, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 324322
- Filed as: RESET FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324322
- AdvisorCensus page: https://advisorcensus.com/firm/reset-financial-planning-llc-fort-collins-co-324322

## Quick answers

**How is Reset Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reset Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Reset Financial Planning LLC located?**
Reset Financial Planning LLC's principal office is in Fort Collins, CO, according to its Form ADV.

**Is Reset Financial Planning LLC registered with the SEC or a state?**
Reset Financial Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324322.

**How much does Reset Financial Planning LLC manage?**
Reset Financial Planning LLC reports $16,028,553 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**What types of clients does Reset Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Reset Financial Planning LLC 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/324322

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,028,553
- Discretionary: $16,028,553
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $16,028,553 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- resetfinancialplanning.com
- resetfp.com
- Facebook @resetfinancialplanning
- Instagram @moneysavvysara
- LinkedIn @resetfinancialplanning
- YouTube @resetfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reset Financial Planning LLC (CRD 324322): Form ADV filing data as of October 2026.