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© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

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© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

Stay in touch

Subscribe to our newsletter

Secure Upload

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

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$170 - $250

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$0-$100k in managed assets

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Budgeting Tools

Flexible Payment Models

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GreenThumb

0.80 - 1.25%

Annual % of Assets Under Management

$100k+ in managed assets

Customized Financial Planning

Regular Reviews & Adjustments

Personalized Service

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FAQ

How can you help me reach my money goals?

How do you get paid?

Will you show me a list of fees?

Do you get or give any fees for referrals?

Are you held to a Fiduciary Standard of care at all times?

What’s your experience?

Have you been in trouble with any finance rules?

Do you provide comprehensive financial planning? Or do you only offer investment management?

What’s your investment philosophy?

Do you have other clients like me?

What if something happens to you?

Pricing


Seedling

$0

Weekly Newsletter

Financial Scan with Elements

Get Started

Sprout

$170 - $250

/month

$0-$100k in managed assets

Holistic Financial Guidance

Budgeting Tools

Flexible Payment Models

Get Started

GreenThumb

1.25% - 0.80%

Annual % of Assets Under Management

$100k+ in managed assets

Customized Financial Planning

Regular Reviews & Adjustments

Personalized Service

Get Started

FAQ

How can you help me reach my money goals?

How do you get paid?

Will you show me a list of fees?

Do you get or give any fees for referrals?

Are you held to a Fiduciary Standard of care at all times?

What’s your experience?

Have you been in trouble with any finance rules?

Do you provide comprehensive financial planning? Or do you only offer investment management?

What’s your investment philosophy?

Do you have other clients like me?

What if something happens to you?