Andrew Gilson
Colorado Capital Management · Boulder, Colorado
Andrew Gilson is a fee-only financial advisor at Colorado Capital Management in Boulder, Colorado. Andrew charges a percentage of assets (1% a year on the first tier of assets managed).
Request an introduction to Andrew →
Facts
| Firm | Colorado Capital Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $638.4M across 1,014 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4221231 |
| Exams passed | Series 63 (2001) · Series 65 (2007) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.coloradocap.com |
How Andrew's firm compares
- Colorado Capital Management's average account is about $630,000, from its Form ADV (assets managed divided by 1,014 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Gilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Colorado Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets.
How much does Andrew charge?
According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Andrew Gilson based?
Andrew Gilson is based in Boulder, Colorado.
Is Andrew Gilson registered with the SEC?
Yes. Andrew Gilson is registered as an investment adviser representative in CO (CRD 4221231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colorado Capital Management manage?
Colorado Capital Management reports $638.4M across 1,014 accounts in assets under management.
How do I contact Andrew Gilson?
Through Andrew's website, www.coloradocap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Colorado Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.