Coleman Shwayder
7Two · Denver, Colorado
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | 7Two |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $230.4M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7671383 |
| Exams passed | Series 66 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | 7two.co |
How Coleman's firm compares
- 7Two's average account is about $1.3 million, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Coleman
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.
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
- 7Two 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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