Lesley Shiffrin
Orographic Financial Advisors · Denver, Colorado
Lesley Shiffrin is a fee-only financial advisor at Orographic Financial Advisors in Denver, Colorado, who holds the CFP credential. Orographic Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Orographic Financial Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $207.7M across 244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 1421059 |
| Exams passed | Series 63 (1990) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.orographicfinancial.com |
How Lesley's firm compares
- Orographic Financial Advisors's average account is about $851,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Lesley
Is Lesley Shiffrin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lesley holds no broker registration, and Orographic Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lesley charge for financial advice?
Lesley's firm, Orographic Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lesley Shiffrin based?
Lesley Shiffrin is based in Denver, Colorado.
What credentials does Lesley Shiffrin hold?
Lesley Shiffrin holds the CFP credential.
Is Lesley Shiffrin registered with the SEC?
Yes. Lesley Shiffrin is registered as an investment adviser representative in CO (CRD 1421059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Orographic Financial Advisors manage?
Orographic Financial Advisors reports $207.7M across 244 accounts in assets under management.
How do I contact Lesley Shiffrin?
Through Lesley's website, www.orographicfinancial.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
- 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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