Gary Lutes
Tillman Hartley · Denver, Colorado
Gary Lutes is a fee-only financial advisor at Tillman Hartley in Denver, Colorado, who holds the CFA credential. Gary focuses on estate & legacy planning, tax planning and family wealth transfer. Tillman Hartley 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 | Tillman Hartley |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $746.3M across 302 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NC · CRD 5907559 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tillmanhartley.com |
How Gary's firm compares
- Tillman Hartley's average account is about $2.5 million, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Gary
Is Gary Lutes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Tillman Hartley reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Tillman Hartley, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gary Lutes based?
Gary Lutes is based in Denver, Colorado.
What does Gary specialize in?
Gary's specialties include estate & legacy planning, tax planning and family wealth transfer. Gary works with multi-generational families.
What credentials does Gary Lutes hold?
Gary Lutes holds the CFA credential.
Is Gary Lutes registered with the SEC?
Yes. Gary Lutes is registered as an investment adviser representative in FL and NC (CRD 5907559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tillman Hartley manage?
Tillman Hartley reports $746.3M across 302 accounts in assets under management.
How do I contact Gary Lutes?
Through Gary's website, www.tillmanhartley.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
- Tillman Hartley 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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