John Glasman
Gilpin Wealth Management · Golden, Colorado
John Glasman is a fee-only financial advisor at Gilpin Wealth Management in Golden, Colorado, who holds the CFP and CFA credentials. John focuses on estate & legacy planning, retirement planning and founders (pre-exit). Gilpin Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Executives
Facts
| Firm | Gilpin Wealth Management |
|---|---|
| Based in | Golden, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.2M across 538 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 2323660 |
| Exams passed | Series 63 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gilpinwealth.com |
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Questions about John
Is John Glasman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Gilpin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Gilpin Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Glasman based?
John Glasman is based in Golden, Colorado.
What does John specialize in?
John's specialties include estate & legacy planning, retirement planning and founders (pre-exit). John works with multi-generational families and executives.
What credentials does John Glasman hold?
John Glasman holds the CFP and CFA credentials.
Is John Glasman registered with the SEC?
Yes. John Glasman is registered as an investment adviser representative in CO and TX (CRD 2323660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gilpin Wealth Management manage?
Gilpin Wealth Management reports $227.2M across 538 accounts in assets under management.
How do I contact John Glasman?
Through John's website, www.gilpinwealth.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
- Gilpin 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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