Welch Financial Planning, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 329418
- Registered since
- January 19, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72%
- Individuals28%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Welch Financial Planning, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, focusing on financial planning, discretionary portfolio management for individuals and small businesses, and delivering educational seminars and workshops. Its fee model combines a percentage-of-AUM structure with hourly and fixed-fee engagement options. Welch reports no focus on ESG mandates and is not positioned as a multi-state adviser or pension consultant. The firm lists an accounting professional among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities36%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Tron Welch
PrincipalCRD 4485276
Lisa Cowan
Financial AdvisorCRD 6436929
Ryley Cowan
Associate Financial AdvisorCRD 7112148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$143M in ETFs
49%
$69.7M
38%
$73.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND ETF (DIVB) | BlackRock | Passive | Large Value | $12.5M | 231,557 | 8.73% |
Location
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 1790 38th St
- Time zone
- MT (UTC-7)
- Office locations
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