# Steve Zakelj

> Steve Zakelj is a fee-only financial advisor at Flatirons Wealth Management in Boulder, Colorado, who holds the CFP credential. Steve charges hourly fees.

Page: https://find.wellspent.co/advisors/steve-zakelj/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Flatirons Wealth Management
- **Based in:** Boulder, Colorado
- **Fee model:** Hourly
- **Assets under management (firm):** $49.0M across 266 accounts
- **Credentials:** CFP
- **Works with:** Early-career professionals, Founders, Retirees, Pre-retirees
- **CRD:** 5643580 (https://adviserinfo.sec.gov/individual/summary/5643580)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://flatironswm.com

## Frequently asked questions

### Is Steve Zakelj a fee-only financial advisor?

Yes. Steve Zakelj is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steve's firm.

### How does Steve charge for financial advice?

Steve charges hourly fees.

### Where is Steve Zakelj based?

Steve Zakelj is based in Boulder, Colorado.

### What credentials does Steve Zakelj hold?

Steve Zakelj holds the CFP credential.

### Is Steve Zakelj registered with the SEC?

Yes. Steve Zakelj is registered as an investment adviser representative in CO and TX (CRD 5643580), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Flatirons Wealth Management manage?

Flatirons Wealth Management reports $49.0M across 266 accounts in assets under management.

### How do I contact Steve Zakelj?

Through Steve's website, flatironswm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44682): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.flatironswm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.