# Gary Shirman

> Gary Shirman is a fee-only financial advisor at Boulder Wealth Advisors in Boulder, Colorado, who holds the ChFC credential. Gary focuses on retirement planning, estate & legacy planning and tax planning. Boulder Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Boulder Wealth Advisors
- **Based in:** Boulder, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $337.9M across 528 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1574194 (https://adviserinfo.sec.gov/individual/summary/1574194)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1994), Series 66 (1998)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://boulderwealthadvisors.com

## Frequently asked questions

### Is Gary Shirman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Boulder Wealth Advisors 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, Boulder Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Gary charge?

According to Boulder Wealth Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Gary Shirman based?

Gary Shirman is based in Boulder, Colorado.

### What does Gary specialize in?

Gary's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Gary works with retirees and pre-retirees.

### What credentials does Gary Shirman hold?

Gary Shirman holds the ChFC credential.

### Is Gary Shirman registered with the SEC?

Yes. Gary Shirman is registered as an investment adviser representative in CO (CRD 1574194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boulder Wealth Advisors manage?

Boulder Wealth Advisors reports $337.9M across 528 accounts in assets under management.

### How do I contact Gary Shirman?

Through Gary's website, boulderwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1574194): 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://boulderwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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