# Michael Hake

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

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

## Facts

- **Firm:** Boulder Wealth Advisors
- **Based in:** Boulder, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $337.9M across 528 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5141809 (https://adviserinfo.sec.gov/individual/summary/5141809)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://boulderwealthadvisors.com

## Frequently asked questions

### Is Michael Hake a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Boulder Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Michael charge?

According to Boulder Wealth Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Michael Hake based?

Michael Hake is based in Boulder, Colorado.

### What does Michael specialize in?

Michael's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Michael works with retirees and pre-retirees.

### What credentials does Michael Hake hold?

Michael Hake holds the CFP credential.

### Is Michael Hake registered with the SEC?

Yes. Michael Hake is registered as an investment adviser representative in CO (CRD 5141809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boulder Wealth Advisors manage?

Boulder Wealth Advisors reports $337.9M across 528 accounts in assets under management.

### How do I contact Michael Hake?

Through Michael's website, boulderwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5141809): 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://boulderwealthadvisors.com/): 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.