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Advisor

Max Pulitzer

Colorado Capital Management · Boulder, Colorado

Max Pulitzer is a fee-only financial advisor at Colorado Capital Management in Boulder, Colorado. Max charges a percentage of assets (1% a year on the first tier of assets managed).

Percentage of assets Fee-only

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Facts

FirmColorado Capital Management
Based in Boulder, Colorado
Fee modelPercentage of assets
Fees (firm's website)1% a year on the first tier of assets managed
Assets under management$638.4M across 1,014 accounts
SEC registration Investment adviser representative in CA, CO · CRD 7132879
Exams passedSeries 65 (2021)
Firm size10 employees
Disclosures None reported
Websitewww.coloradocap.com

How Max's firm compares

  • Colorado Capital Management's average account is about $630,000, from its Form ADV (assets managed divided by 1,014 accounts).

What fee-only advisors charge in Colorado

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Questions about Max

Is Max Pulitzer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Max holds no broker registration, and Colorado Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Max charge for financial advice?

Max charges a percentage of assets.

How much does Max charge?

According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

Where is Max Pulitzer based?

Max Pulitzer is based in Boulder, Colorado.

Is Max Pulitzer registered with the SEC?

Yes. Max Pulitzer is registered as an investment adviser representative in CA and CO (CRD 7132879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Colorado Capital Management manage?

Colorado Capital Management reports $638.4M across 1,014 accounts in assets under management.

How do I contact Max Pulitzer?

Through Max's website, www.coloradocap.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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