# Coleman Shwayder

> Coleman Shwayder is a fee-only financial advisor at 7Two in Denver, Colorado, who holds the CFP credential. Coleman focuses on family wealth transfer. 7Two reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/coleman-shwayder/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 7Two
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $230.4M across 171 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7671383 (https://adviserinfo.sec.gov/individual/summary/7671383)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 66 (2024)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://7two.co

## Frequently asked questions

### Is Coleman Shwayder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Coleman holds no broker registration, and 7Two reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Coleman charge for financial advice?

Coleman's firm, 7Two, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Coleman Shwayder based?

Coleman Shwayder is based in Denver, Colorado.

### What does Coleman specialize in?

Coleman's specialties include family wealth transfer. Coleman works with multi-generational families.

### What credentials does Coleman Shwayder hold?

Coleman Shwayder holds the CFP credential.

### Is Coleman Shwayder registered with the SEC?

Yes. Coleman Shwayder is registered as an investment adviser representative in CO (CRD 7671383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 7Two manage?

7Two reports $230.4M across 171 accounts in assets under management.

### How do I contact Coleman Shwayder?

Through Coleman's website, 7two.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7671383): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.7two.co/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.