Taylor Dennis
Altius Financial · Denver, Colorado
Taylor Dennis is a fee-only financial advisor at Altius Financial in Denver, Colorado, who holds the CFP credential. Altius Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Altius Financial |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $212.2M across 557 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6476826 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.altiusfinancial.com |
| Profile |
How Taylor's firm compares
- Altius Financial's average account is about $381,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Taylor
Is Taylor Dennis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and Altius Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taylor charge for financial advice?
Taylor's firm, Altius Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taylor Dennis based?
Taylor Dennis is based in Denver, Colorado.
What credentials does Taylor Dennis hold?
Taylor Dennis holds the CFP credential.
Is Taylor Dennis registered with the SEC?
Yes. Taylor Dennis is registered as an investment adviser representative in CO and TX (CRD 6476826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altius Financial manage?
Altius Financial reports $212.2M across 557 accounts in assets under management.
How do I contact Taylor Dennis?
Through Taylor's website, www.altiusfinancial.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
- 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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