Steve Zakelj
Flatirons Wealth Management · Boulder, Colorado
Steve Zakelj is a fee-only financial advisor at Flatirons Wealth Management in Boulder, Colorado, who holds the CFP credential. Steve charges hourly fees.
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Who they serve
- Early-career professionals
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Flatirons Wealth Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Hourly |
| Assets under management | $49.0M across 266 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5643580 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | flatironswm.com |
| Profile |
How Steve's firm compares
- Flatirons Wealth Management's average account is about $184,000, from its Form ADV (assets managed divided by 266 accounts).
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Questions about Steve
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Flatirons Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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