Lisa Cowan
Welch Financial Planning · Boulder, Colorado
Lisa Cowan is a fee-only financial advisor at Welch Financial Planning in Boulder, Colorado, who holds the CFP credential. Lisa focuses on retirement planning and tax planning. Welch Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Welch Financial Planning |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $198.1M across 514 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6436929 |
| Exams passed | Series 63 (2015) · Series 66 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.welchfp.com |
| Profile |
How Lisa's firm compares
- Welch Financial Planning's average account is about $385,000, from its Form ADV (assets managed divided by 514 accounts).
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Questions about Lisa
Is Lisa Cowan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Welch Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Welch Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Cowan based?
Lisa Cowan is based in Boulder, Colorado.
What does Lisa specialize in?
Lisa's specialties include retirement planning and tax planning.
What credentials does Lisa Cowan hold?
Lisa Cowan holds the CFP credential.
Is Lisa Cowan registered with the SEC?
Yes. Lisa Cowan is registered as an investment adviser representative in CO (CRD 6436929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Welch Financial Planning manage?
Welch Financial Planning reports $198.1M across 514 accounts in assets under management.
How do I contact Lisa Cowan?
Through Lisa's website, www.welchfp.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
- Welch Financial Planning 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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