Gary Shirman
Boulder Wealth Advisors · Boulder, Colorado
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $337.9M across 528 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CO · CRD 1574194 |
| Exams passed | Series 63 (1994) · Series 66 (1998) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | boulderwealthadvisors.com |
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Questions about Gary
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.
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
- Boulder Wealth Advisors 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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