Cory Underwood
Crusonia Wealth Advisors · Denver, Colorado
Cory Underwood is a fee-only financial advisor at Crusonia Wealth Advisors in Denver, Colorado, who holds the CFP and CFA credentials. Crusonia Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crusonia Wealth Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.18B across 1,960 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO · CRD 4793739 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | wwwlinkedin.com/company/jonasson-retirement-solutions |
How Cory's firm compares
- Crusonia Wealth Advisors's average account is about $601,000, from its Form ADV (assets managed divided by 1,960 accounts).
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Questions about Cory
Is Cory Underwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Crusonia Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Crusonia Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cory Underwood based?
Cory Underwood is based in Denver, Colorado.
What credentials does Cory Underwood hold?
Cory Underwood holds the CFP and CFA credentials.
Is Cory Underwood registered with the SEC?
Yes. Cory Underwood is registered as an investment adviser representative in CO (CRD 4793739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crusonia Wealth Advisors manage?
Crusonia Wealth Advisors reports $1.18B across 1,960 accounts in assets under management.
How do I contact Cory Underwood?
Through Cory's website, wwwlinkedin.com/company/jonasson-retirement-solutions.
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
- 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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