WELCH FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$198,095,637
Discretionary
$198,095,637
Non-discretionary
$0
Firm details
- CRD number
- 329418
- SEC file number
- 801-129411
- Main office
- BOULDER, CO, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.facebook.com/WelchFP
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.