Steven Szafranski
BSW Wealth Partners · Boulder, Colorado
Steven Szafranski is a fee-only financial advisor at BSW Wealth Partners in Boulder, Colorado, who holds the CFP credential. Steven focuses on retirement planning, estate & legacy planning and tax planning. BSW Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
Facts
| Firm | BSW Wealth Partners |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $2.24B across 3,876 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5559959 |
| Exams passed | Series 66 (2010) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.bsw.com |
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Questions about Steven
Is Steven Szafranski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and BSW Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, BSW Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Steven work with clients virtually?
Yes. BSW Wealth Partners says on its website that it works with clients remotely.
Where is Steven Szafranski based?
Steven Szafranski is based in Boulder, Colorado.
What does Steven specialize in?
Steven's specialties include retirement planning, estate & legacy planning and tax planning. Steven works with founders, executives and physicians.
What credentials does Steven Szafranski hold?
Steven Szafranski holds the CFP credential.
Is Steven Szafranski registered with the SEC?
Yes. Steven Szafranski is registered as an investment adviser representative in CO (CRD 5559959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BSW Wealth Partners manage?
BSW Wealth Partners reports $2.24B across 3,876 accounts in assets under management.
How do I contact Steven Szafranski?
Through Steven's website, www.bsw.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
- BSW Wealth Partners 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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