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Financial advisors for retirees in Colorado

All 92 advisors

Fee-only advisors for retirees in Colorado: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
William Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Abigail Kovach Kovach Financial Planning, LLC. Lafayette CFP Ongoing planning fee, One-time planning fee
Charles Dunn Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Geoffrey Schaefer Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Jacob Phelps Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Mark Perrault Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Mitchell Moore Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Spencer Tracy Principium Investments Boulder Not listed Percentage of assets
William Snider ONE Advisory Partners Highlands Ranch Not listed Ongoing planning fee, Percentage of assets
Brian Fraser Canyon Creek Investment Advisors Fruita CFA Percentage of assets, Hourly
Brian Rettig Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
David Darmour Cornerstone Investment Advisors Boulder CFP, CFA Percentage of assets, Hourly
Dennis Channer Cornerstone Investment Advisors Boulder CFP Percentage of assets, Hourly
Ethan Braid High Pass Asset Management Denver CFA Percentage of assets, Hourly
Maia Babbs Lariat Wealth Management Denver CFA Percentage of assets
Matthew Dupree Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Michael Olafsson IWR Advisors Denver Not listed Percentage of assets
Stelianos Elenis High Pass Asset Management Denver CFA Percentage of assets, Hourly
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Craig Johnston Fiduciary Counsel Englewood Not listed Percentage of assets, Hourly
David Johanson Scope Wealth Management Denver CFP Percentage of assets, Hourly
Kyle DeMers Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Nicholas Coleman Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Sarah Price Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Caspian Campaigne Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Darin Snow Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Harold Classick Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Jason Aluague Haynie Wealth Management Fort Collins Not listed Percentage of assets
John Fitzgerald Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Karley Fidani Fidelis Wealth Advisors Castle Rock Not listed Percentage of assets, Fixed fees
Lauren Procknow Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Linda Gardner Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Michael Haines Essential Investment Partners Englewood Not listed Percentage of assets
Noah Krier Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Timothy Kulick Denver Private Wealth Management Centennial Not listed Percentage of assets, Hourly
Travis Wall Fidelis Wealth Advisors Castle Rock Not listed Percentage of assets, Fixed fees
Zachary Roberts Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Cole Anderson Intergy Private Wealth Colorado Springs Not listed Percentage of assets, Hourly
Gregory Johnson Multnomah Group Centennial Not listed Percentage of assets, Hourly
Meghan Lynch Lynch Financial Group Denver Not listed Percentage of assets, Fixed fees
Debora Nunez L&S Advisors Centennial Not listed Percentage of assets, Hourly
James Brady Scope Wealth Management Denver Not listed Percentage of assets, Hourly