Emily Lucero
Colorado Capital Management · Boulder, Colorado
Emily Lucero is a fee-only financial advisor at Colorado Capital Management in Boulder, Colorado, who holds the CFP credential. Emily charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Colorado Capital Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $638.4M across 1,014 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6705717 |
| Exams passed | Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.coloradocap.com |
How Emily's firm compares
- Colorado Capital Management's average account is about $630,000, from its Form ADV (assets managed divided by 1,014 accounts).
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Questions about Emily
Is Emily Lucero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Colorado Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily charges a percentage of assets.
How much does Emily charge?
According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Emily Lucero based?
Emily Lucero is based in Boulder, Colorado.
What credentials does Emily Lucero hold?
Emily Lucero holds the CFP credential.
Is Emily Lucero registered with the SEC?
Yes. Emily Lucero is registered as an investment adviser representative in CO (CRD 6705717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colorado Capital Management manage?
Colorado Capital Management reports $638.4M across 1,014 accounts in assets under management.
How do I contact Emily Lucero?
Through Emily's website, www.coloradocap.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
- Colorado Capital 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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