Adelmann Financial, Inc. provides clients the duty and care of a fiduciary as defined by the CFP Board and places client interests ahead of their own. AF works hard to mitigate any conflicts of interest.
Adelmann Financial, Inc. is a registered investment advisor under the Advisor’s Act of 1940. Additional information about Adelmann Financial, Inc. is also available on the SEC’s website at www.advisorinfo.sec.gov. Adelmann Financia’s CRD number is 114825.
Our Advisers
Russell B. Adelmann
President
CFP CERTIFIED FINANCIAL PLANNER™ Professional
®
Russ has lived in Colorado Springs most of his life. He is President of Adelmann Financial, Inc. Mr. Adelmann is the chief investment officer for the firm and is responsible for determining specific advice to be given to clients. He was born in 1964 and graduated from Hillsdale College in 1987 with a Bachelor of Arts Degree in Business Administration. He began his financial services career thirty one years ago and joined Adelmann Financial, Inc. in 1994. Mr. Adelmann became President in 1997.
Mr. Adelmann has satisfied the education, examination, experience and ethics requirements for CFP® certification and is authorized to use the CFP Board's U.S. Certification marks CFP® and Certified Financial Planner™ Professional.
Russ is married to Sarah and they have five children. He enjoys exploring mining roads in his old jeep and sailing. From time to time, he picks up his banjo, but is mostly relegated to the basement as the sound is an acquired taste.
Will Adelmann
Office Manager
®
FPQP FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL ™
Code of Ethics
Adelmann Financial, Inc. abides by the Certified Financial Planner Board of Standards, Inc. Code of Ethics and Professional Responsibility. Below is a summary of that code.
PRINCIPLE 1
INTEGRITY​
Provide professional services with integrity.
PRINCIPLE 2
OBJECTIVITY
Provide professional services objectively.
PRINCIPLE 3
COMPETENCE
Maintain the knowledge and skill necessary to provide professional services competently.
PRINCIPLE 4
FAIRNESS
Be fair and reasonable in all professional relationships. Disclose conflicts of interest.
PRINCIPLE 5
CONFIDENTIALITY
Protect the confidentiality of all client information.
PRINCIPLE 6
PROFESSIONALISM
Act in a manner that demonstrates exemplary professional conduct.
PRINCIPLE 7
DILIGENCE
Provide professional service diligently.
Fees and Compensation
Adelmann Financial, Inc. is a fee-only firm. We charge an investment advisory fee calculated quarterly as a percentage of the market value of all included assets in the client’s accounts under our supervisory responsibilities. Separately, we may charge for financial planning. All fees are agreed to in advance.