Lincoln Anderson
Cimarron Wealth Management · Gunnison, Colorado
Lincoln Anderson is a fee-only financial advisor at Cimarron Wealth Management in Gunnison, Colorado. Cimarron Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cimarron Wealth Management |
|---|---|
| Based in | Gunnison, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $327.3M across 574 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7296943 |
| Exams passed | Series 65 (2020) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.wealthwithapurpose.com |
How Lincoln's firm compares
- Cimarron Wealth Management's average account is about $570,000, from its Form ADV (assets managed divided by 574 accounts).
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Questions about Lincoln
Is Lincoln Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lincoln holds no broker registration, and Cimarron Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lincoln charge for financial advice?
Lincoln's firm, Cimarron Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lincoln Anderson based?
Lincoln Anderson is based in Gunnison, Colorado.
Is Lincoln Anderson registered with the SEC?
Yes. Lincoln Anderson is registered as an investment adviser representative in CO (CRD 7296943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cimarron Wealth Management manage?
Cimarron Wealth Management reports $327.3M across 574 accounts in assets under management.
How do I contact Lincoln Anderson?
Through Lincoln's website, www.wealthwithapurpose.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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