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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2023
- Office Locations
- 1
Office Locations
About Reset Financial Planning LLC
Reset Financial Planning is a flat-fee, fiduciary planning and investment management firm based in Northern Colorado serving clients nationwide. The practice specializes in helping individuals navigate major life transitions—retirement, inheritance, divorce, and loss—by organizing finances, building values-based plans, and implementing tax-efficient withdrawal and investment strategies. It provides independent advice with no commissions or product sales and ongoing, on-demand decision support.
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Owner & Executives
SARA JEAN ZUCKERMAN
Financial Planner
- CRD
- #5052295
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,028,553 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,028,553 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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