Financial advisors for executives in Colorado

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.

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.

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.

See every fee-only advisor fee in Colorado

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Colorado tax alongside federal tax?
6. 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.