# Lily Beitel-Horton

> Lily Beitel-Horton is a fee-only financial advisor at BSW Wealth Partners in Boulder, Colorado, who holds the CFP credential. Lily focuses on retirement planning, estate & legacy planning and tax planning. BSW Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** BSW Wealth Partners
- **Based in:** Boulder, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $2.24B across 3,876 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Founders, Executives, Physicians
- **CRD:** 6303481 (https://adviserinfo.sec.gov/individual/summary/6303481)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** http://www.bsw.com

## Frequently asked questions

### Is Lily Beitel-Horton a fee-only financial advisor?

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

### How does Lily charge for financial advice?

Lily's firm, BSW Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Lily work with clients virtually?

Yes. BSW Wealth Partners says on its website that it works with clients remotely.

### Where is Lily Beitel-Horton based?

Lily Beitel-Horton is based in Boulder, Colorado.

### What does Lily specialize in?

Lily's specialties include retirement planning, estate & legacy planning and tax planning. Lily works with founders, executives and physicians.

### What credentials does Lily Beitel-Horton hold?

Lily Beitel-Horton holds the CFP credential.

### Is Lily Beitel-Horton registered with the SEC?

Yes. Lily Beitel-Horton is registered as an investment adviser representative in CO and TX (CRD 6303481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BSW Wealth Partners manage?

BSW Wealth Partners reports $2.24B across 3,876 accounts in assets under management.

### How do I contact Lily Beitel-Horton?

Through Lily's website, www.bsw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6303481): 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.sequoia-financial.com/bsw/): 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.