With Transparent Fees, Our Financial Advisors Offer All the Wealth Management You Need.
Would you agree to buy a plane ticket before you knew the price? Probably not. Should you work with financial advisors before you know exactly what you’re getting and the cost for those services? We don’t think so, either. That’s what makes 5280 Associates a different kind of wealth management team and financial practice: You know the full menu of services available to you and the exact price beforehand. Regardless of where you invest or how financially savvy you consider yourself to be, the team at 5280 Associates is ready to be your advocate. As CFPs we always work with your best interest in mind as we develop comprehensive financial planning that works for you.
With Transparent Fees, Our Financial Advisors Offer All the Wealth Management You Need.
Would you agree to buy a plane ticket before you knew the price? Probably not. Should you work with financial advisors before you know exactly what you’re getting and the cost for those services? We don’t think so, either. That’s what makes 5280 Associates a different kind of wealth management team and financial practice: You know the full menu of services available to you and the exact price beforehand. Regardless of where you invest or how financially savvy you consider yourself to be, the team at 5280 Associates is ready to be your advocate. As CFPs we always work with your best interest in mind as we develop comprehensive financial planning that works for you.
What We Do
Financial Planning
Develop and maintain a comprehensive financial plan to achieve your short and long-term goals.
Investment Management
Get expert advice for managing your investments.
Estate Planning
Strategize for the future to ensure your loved ones are protected.
Charitable Planning
Unlock the full potential of your generosity through strategic tax-efficient charitable giving.
Frequently Asked Financial Planning, Investment Management, and Estate Planning Questions
WHAT'S A CFP®?
The Certified Financial Planner®, or CFP®, designation is often considered the standard of excellence for financial planners. It’s a mark of an advisor’s commitment to providing the best holistic advice to clients, one that requires extensive study and experience. 5280 Associates has 3 CFPs® on staff and all advisors work as fiduciaries at all times.
Have I saved enough for retirement?
Retirement planning is a crucial part of any financial planning strategy. Work with our financial advisors to create purposefully assembled investment and withdrawal strategies that provide confidence and prosperity for years to come. Check out our blog: How Much Do I Need to Save to Retire?
HoW IS MY PORTFOLIO MONITORED AND ADJUSTED OVER TIME?
Part of our investment management service is conducting ongoing account reviews and shifting our investment management strategy as necessary in order to continue meeting your investment goals.
WHAT HAPPENS TO MY FINANCES IF SOMETHING HAPPENS TO ME?
Estate planning and proper insurance coverage is most effective way to protect your financial plan in case something unexpected occurs.
HOW DO I UPDATE MY WILL?
Ensuring your will and other documents are in order is crucial to setting your beneficiaries up as best as possible. Our estate planning services are here to help guide you through a simple process to ensure your questions are answered and you have the documents you need.
WHAT LEVEL OF RISK SHOULD I HAVE FOR MY INVESTMENTS?
Level of portfolio risk varies from person to person based on a variety of factors. Our experienced investment management advisors are here to help you determine your risk tolerance and develop a balanced investment strategy that works for you and your goals.
IS THERE A MINIMUM AMOUNT I NEED TO INVEST?
If you are simply looking for investment management, 5280 Associates has a one million dollar minimum investment. However, those enrolled in our financial planning program can open or transfer accounts at any value. See financial planning page for pricing.
I just came into a large sum of money, now what?
Knowing how to manage your finances is the key to maintaining wealth. Our experienced financial planning advisors are here to help you develop custom investment portfolios that make sense for your financial goals.
What are the fees and charges for your services?
We pride ourselves on being transparent with our clients about the cost of the services we offer. Under each of our services, you’ll find a pricing model for fees and costs associated with them.
Our core values
transparency
5280 Associates prides itself on fee transparency. Whether in financial planning, investment management, or estate planning you will find our pricing stated clearly on the website under each service.
Advocacy
You expect a lawyer or a doctor to be on your side, always working in your best interest. We think the same should be true of your wealth advisors. Our advice isn’t tethered to a need to sell you something. Simply put, we’re on your side of the table.
teamwork
A relationship with 5280 Associates gives you access to an entire team with a deep bench of expertise. We’re all in this together.
Ready to Get Started?
MARKET COMMENTARY
Elevate Webinar 8: Market Overview
Ted recaps 2024 so far, and looks ahead to the rest of the year!
Elevate Webinar 7: Market Overview
Ted recaps the first quarter of 2024, and looks ahead to the rest of the year!
Elevate Webinar 6: Market Overview
Ted recaps 2023, and the first quarter of 2024. He also gives some exciting updates on our Helios models, and looks ahead to the rest of 2024.Download PDF