Financial advisors for high earners in Colorado

Which financial advisor should I talk to as a high earner in Colorado?

For high earners in Colorado, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Josh Radman of Presidio Advisors LLC, Brett Polzin of Eight Peaks Wealth Management and Zack Gutches of True Riches Financial Planning.

How many fee-only financial advisors in Colorado work with high earners?

The Wellspent public graph lists 38 fee-only advisors for high earners in Colorado, at 21 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for high earners in Colorado charge?

The most common fee among fee-only advisors for high earners in Colorado is a percentage of assets, used by 82% of the 38 with fees on file. Many use more than one: 55% charge fixed fees and 50% 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 high earners have?

For high earners, look for the CPA, EA and CFP. In Colorado, 53% of the 38 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 should I ask a financial advisor as a high earner in Colorado?

1. Do you have a minimum, and do you take clients on income rather than assets?
2. Which accounts should I use once I've maxed my 401(k)?
3. How would you reduce my tax this year and next?
4. How much should I be saving, in dollars?
5. How will you plan for Colorado tax alongside federal tax?

How current is this list of fee-only advisors for high earners 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.