# George Sugden

> George Sugden is a fee-only financial advisor at Sugden Wealth Management in Denver, Colorado, who holds the CFP credential. George charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and sustainable & impact investing.

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

## Facts

- **Firm:** Sugden Wealth Management
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $54M across 98 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Sustainable & impact investing
- **Works with:** Executives, Founders, High earners
- **CRD:** 5750227 (https://adviserinfo.sec.gov/individual/summary/5750227)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sugdenwealthmanagement.com

## Frequently asked questions

### Is George Sugden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Sugden Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does George charge for financial advice?

George charges a percentage of assets.

### How much does George charge?

According to Sugden Wealth Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Where is George Sugden based?

George Sugden is based in Denver, Colorado.

### What does George specialize in?

George's specialties include tax planning, estate & legacy planning and sustainable & impact investing. George works with executives, founders and high earners.

### What credentials does George Sugden hold?

George Sugden holds the CFP credential.

### Is George Sugden registered with the SEC?

Yes. George Sugden is registered as an investment adviser representative in CO (CRD 5750227), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sugden Wealth Management manage?

Sugden Wealth Management reports $54M across 98 accounts in assets under management.

### How do I contact George Sugden?

Through George's website, sugdenwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5750227): 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://www.sugdenwealth.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.