# Financial advisors for executives in Colorado > For executives in Colorado, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Jane Young of More than Your Money, Inc., John Glasman of Gilpin Wealth Management and Eric Walters of Summit Hill Wealth Management. Page: https://find.wellspent.co/audiences/executives/colorado/ 44 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Colorado? For executives in Colorado, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Jane Young of More than Your Money, Inc., John Glasman of Gilpin Wealth Management and Eric Walters of Summit Hill Wealth Management. - [Jane Young](https://find.wellspent.co/advisors/jane-young/), More than Your Money, Inc., Colorado Springs. Holds the CFP and EA. Fees on file: one-time planning fee. - [John Glasman](https://find.wellspent.co/advisors/john-glasman/), Gilpin Wealth Management, Golden. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Eric Walters](https://find.wellspent.co/advisors/eric-walters/), Summit Hill Wealth Management, Greenwood Village. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [George Sugden](https://find.wellspent.co/advisors/george-sugden/), Sugden Wealth Management, Denver. Holds the CFP. Fees on file: percentage of assets. - [Thomas Little](https://find.wellspent.co/advisors/thomas-little/), Yeti Wealth Management Group, Highlands Ranch. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Nicholas Weisert](https://find.wellspent.co/advisors/nicholas-weisert/), 46° North Financial, Denver. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in Colorado work with executives? The Wellspent public graph lists 44 fee-only advisors for executives in Colorado, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Colorado located? Of the 44 fee-only advisors for executives in Colorado, 18 are in Boulder, followed by 5 in Fort Collins and 4 in Denver. ## How do fee-only advisors for executives in Colorado charge? The most common fee among fee-only advisors for executives in Colorado is a percentage of assets, used by 98% of the 44 with fees on file. Many use more than one: 82% charge fixed fees and 80% charge by the hour. ## How much do fee-only financial advisors charge in Colorado? Fee-only financial advisors in Colorado charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 35 Colorado firms. ## How much does a one-time financial plan cost in Colorado? A one-time financial plan from a fee-only firm in Colorado has a median price of $2,500. We found this across the published prices of 26 Colorado firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA, CFP and EA. In Colorado, 50% of the 44 advisors listed hold the CFP. - CFA (7% of advisors listed): The CFA helps with concentrated stock. - CFP (50% of advisors listed): The CFP keeps compensation in the wider plan. - EA (2% of advisors listed): Enrolled agents add tax depth. ## How do Colorado advisors for executives compare with the rest of the US? 80% of fee-only advisors for executives in Colorado charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Colorado tax income on top of federal tax? Yes. Colorado has a state income tax, so a financial plan for a Colorado resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Colorado? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Colorado can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Colorado? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Colorado tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Colorado? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jane Young](https://find.wellspent.co/advisors/jane-young.md) | More than Your Money, Inc. | Colorado Springs, Colorado | CFP, EA, MBA | One-time planning fee | | [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee | | [Nicholas Wolverton](https://find.wellspent.co/advisors/nicholas-wolverton.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Ty Johnson](https://find.wellspent.co/advisors/ty-johnson.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Nicholas Weisert](https://find.wellspent.co/advisors/nicholas-weisert.md) | 46° North Financial | Denver, Colorado | CFP | Percentage of assets, One-time planning fee | | [Anthony McEahern](https://find.wellspent.co/advisors/anthony-mceahern.md) | Gilpin Wealth Management | Golden, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Weaver](https://find.wellspent.co/advisors/benjamin-weaver.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Lichtenheld](https://find.wellspent.co/advisors/brian-lichtenheld.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [John Glasman](https://find.wellspent.co/advisors/john-glasman.md) | Gilpin Wealth Management | Golden, Colorado | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Julie Martinez](https://find.wellspent.co/advisors/julie-martinez.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathrin Biscornet](https://find.wellspent.co/advisors/kathrin-biscornet.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Beitel-Horton](https://find.wellspent.co/advisors/lily-beitel-horton.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lindy Yoshida](https://find.wellspent.co/advisors/lindy-yoshida.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Raliegh Riddoch](https://find.wellspent.co/advisors/raliegh-riddoch.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Szafranski](https://find.wellspent.co/advisors/steven-szafranski.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Tami Carroll](https://find.wellspent.co/advisors/tami-carroll.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Wojtalik](https://find.wellspent.co/advisors/timothy-wojtalik.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [William Shriver](https://find.wellspent.co/advisors/william-shriver.md) | Gilpin Wealth Management | Golden, Colorado | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Daniel Meyers](https://find.wellspent.co/advisors/daniel-meyers.md) | Adventure Wealth | Ridgway, Colorado | | Percentage of assets, Ongoing planning fee | | [William Snider](https://find.wellspent.co/advisors/william-snider.md) | ONE Advisory Partners | Highlands Ranch, Colorado | | Ongoing planning fee, Percentage of assets | | [Ashlie Bostick](https://find.wellspent.co/advisors/ashlie-bostick.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Ben Loeffler](https://find.wellspent.co/advisors/ben-loeffler.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [David Berg](https://find.wellspent.co/advisors/david-berg.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Shevlin](https://find.wellspent.co/advisors/jeremy-shevlin.md) | Toro West Capital Advisors | Louisville, Colorado | CFP | Percentage of assets, Fixed fees | | [Sierra Merrick](https://find.wellspent.co/advisors/sierra-merrick.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Vincent Hourigan](https://find.wellspent.co/advisors/vincent-hourigan.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [David Johanson](https://find.wellspent.co/advisors/david-johanson.md) | Scope Wealth Management | Denver, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Mitchell Bloom](https://find.wellspent.co/advisors/mitchell-bloom.md) | Bloom Financial | Westminster, Colorado | | Percentage of assets | | [Aaron Deitz](https://find.wellspent.co/advisors/aaron-deitz.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [David Wolf](https://find.wellspent.co/advisors/david-wolf.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Dmitry Popov](https://find.wellspent.co/advisors/dmitry-popov.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Julia Wentworth](https://find.wellspent.co/advisors/julia-wentworth.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Katherine St Onge](https://find.wellspent.co/advisors/katherine-st-onge.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Matthew Samek](https://find.wellspent.co/advisors/matthew-samek.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Molly Devnani](https://find.wellspent.co/advisors/molly-devnani.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Olivia Otoole](https://find.wellspent.co/advisors/olivia-otoole.md) | BSW Wealth Partners | Boulder, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Chris Rebich](https://find.wellspent.co/advisors/chris-rebich.md) | Toro West Capital Advisors | Louisville, Colorado | | Percentage of assets, Fixed fees | | [Nicholas Swanson](https://find.wellspent.co/advisors/nicholas-swanson.md) | MCM Wealth | Arvada, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Alexander Bastron](https://find.wellspent.co/advisors/alexander-bastron.md) | Northstar Financial Companies | Golden, Colorado | | Percentage of assets, Hourly | | [James Brady](https://find.wellspent.co/advisors/james-brady.md) | Scope Wealth Management | Denver, Colorado | | Percentage of assets, Hourly, Fixed fees | | [James Etten](https://find.wellspent.co/advisors/james-etten.md) | Copper River Advisors | Englewood, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Robert Brown](https://find.wellspent.co/advisors/robert-brown-6732357.md) | Copper River Advisors | Englewood, Colorado | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Colorado](https://find.wellspent.co/specialties/retirement-planning/colorado.md) - [Estate planning in Colorado](https://find.wellspent.co/specialties/estate-planning/colorado.md) - [Tax planning in Colorado](https://find.wellspent.co/specialties/tax-planning/colorado.md) - [Founders in Colorado](https://find.wellspent.co/specialties/founders-pre-exit/colorado.md) - [Family wealth transfer in Colorado](https://find.wellspent.co/specialties/family-wealth-transfer/colorado.md) - [Retirees in Colorado](https://find.wellspent.co/audiences/retirees/colorado.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).