Every new Colorado business filing, every day2 financial planning businesses recently registered in Longmont, Colorado.
Updated August 18, 2026 · Most recent business filing Jul 6, 2026

Every new Colorado filing, every day
See how it worksThis page lists new financial planning businesses registered in Longmont, Colorado. We currently track 2, sourced directly from the Colorado Division of Corporations and refreshed daily as new financial planning companies file.
Recent additions include Boulder Financial Planning and Plan with Ale. The most recent financial planning business filing was on Jul 6, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial planning businesses in Longmont, this is one of the freshest prospect lists in the market.
Boulder Financial Planning Company is an independent, fee-only financial planning firm providing retirement planning and wealth management services. Based in Longmont, CO, the firm emphasizes transparent, evidence-based investing and personalized client service as described on their website.
Plan with Ale LLC appears to operate as ALE LLC, offering financial planning and private client services. The website emphasizes comprehensive planning and portfolio construction. The business is registered at an address in Longmont, Colorado.
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