Carlie Campuzano
Millennial Wealth Management · Broomfield, Colorado
Carlie Campuzano is a fee-only financial advisor at Millennial Wealth Management in Broomfield, Colorado. Carlie charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $600) and focuses on retirement planning, student loans and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Millennial Wealth Management |
|---|---|
| Based in | Broomfield, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $600 · $300 an hour · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $36.0M across 165 accounts |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 8231342 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.millennialwealthmanagement.com |
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Questions about Carlie
Is Carlie Campuzano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlie holds no broker registration, and Millennial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlie charge for financial advice?
Carlie charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Carlie charge?
According to Millennial Wealth Management's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $600; $300 an hour; 1.25% a year on the first tier of assets managed.
Where is Carlie Campuzano based?
Carlie Campuzano is based in Broomfield, Colorado.
What does Carlie specialize in?
Carlie's specialties include retirement planning, student loans, tax planning and estate & legacy planning. Carlie works with early-career professionals.
Is Carlie Campuzano registered with the SEC?
Yes. Carlie Campuzano is registered as an investment adviser representative in CA, CO and TX (CRD 8231342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennial Wealth Management manage?
Millennial Wealth Management reports $36.0M across 165 accounts in assets under management.
How do I contact Carlie Campuzano?
Through Carlie's website, www.millennialwealthmanagement.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
- Millennial Wealth 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.
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