Lily Beitel-Horton
BSW Wealth Partners · Boulder, Colorado
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.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
Facts
| Firm | BSW Wealth Partners |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $2.24B across 3,876 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6303481 |
| Exams passed | Series 66 (2014) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.bsw.com |
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Questions about Lily
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.
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
- BSW Wealth Partners 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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