George Sugden
Sugden Wealth Management · Denver, Colorado
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.
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Specialties
Who they serve
- Executives
- Founders
- High earners
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 |
| Assets under management | $54M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5750227 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sugdenwealthmanagement.com |
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Questions about George
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.
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
- Sugden Wealth 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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