Cole Anderson
Intergy Private Wealth · Colorado Springs, Colorado
Cole Anderson is a fee-only financial advisor at Intergy Private Wealth in Colorado Springs, Colorado. Cole focuses on retirement planning and equity compensation. Intergy Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Tech employees
- Retirees
Facts
| Firm | Intergy Private Wealth |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $602.6M across 2,298 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7027247 |
| Exams passed | Series 63 (2019) · Series 65 (2019) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | intergywealth.com |
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Questions about Cole
Is Cole Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Intergy Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Intergy Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cole Anderson based?
Cole Anderson is based in Colorado Springs, Colorado.
What does Cole specialize in?
Cole's specialties include retirement planning and equity compensation. Cole works with founders, physicians, tech employees and retirees.
Is Cole Anderson registered with the SEC?
Yes. Cole Anderson is registered as an investment adviser representative in CO (CRD 7027247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intergy Private Wealth manage?
Intergy Private Wealth reports $602.6M across 2,298 accounts in assets under management.
How do I contact Cole Anderson?
Through Cole's website, intergywealth.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
- Intergy Private Wealth 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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