Financial advisors for tech employees in Colorado
Which financial advisor should I talk to as a tech employee in Colorado?
For tech employees in Colorado, talk to a fee-only planner who already works with RSUs, options, and ESPPs, and who has seen a company go public. Pay that's mostly stock can look large and still be risky, so concentration is often the first problem to solve. Records to start with include Zack Gutches of True Riches Financial Planning, Jacob Milder of Oak Street Investments and Josh Radman of Presidio Advisors LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Zack Gutches True Riches Financial Planning, Denver Holds the CPA and CFP. Fees on file: flat fee or retainer.
- Jacob Milder Oak Street Investments, Greenwood Village Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Josh Radman Presidio Advisors LLC, Boulder Holds the EA and CFP. Fees on file: flat fee or retainer.
- Robert Persichitte Delagify Financial, Arvada Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Matt Bierwirth Resource Design, Inc., Fort Collins Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Sarah Gerber Momentum Financial Planning LLC, Longmont Holds the CFP. Fees on file: subscription, one-time planning fee.
How many fee-only financial advisors in Colorado work with tech employees?
The Wellspent public graph lists 31 fee-only advisors for tech employees in Colorado, at 20 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tech employees in Colorado located?
Of the 31 fee-only advisors for tech employees in Colorado, 12 are in Colorado Springs, followed by 5 in Loveland and 2 in Denver.
Plus 8 in other cities.
How do fee-only advisors for tech employees in Colorado charge?
The most common fee among fee-only advisors for tech employees in Colorado is a percentage of assets, used by 81% of the 31 with fees on file. Many use more than one: 42% charge fixed fees and 26% 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 tech employees have?
For tech employees, look for the EA, CPA and CFP. In Colorado, 65% of the 31 advisors listed hold the CFP.
- EA6% in Colorado
- Enrolled agents help with AMT and withholding gaps.
- CPA6% in Colorado
- CPAs model exercise and sale decisions.
- CFP65% in Colorado
- The CFP puts stock pay in the whole plan.
How do Colorado advisors for tech employees compare with the rest of the US?
65% of fee-only advisors for tech employees in Colorado hold the CFP, compared with 54% of the 510 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Colorado. Light bars are all US advisors for tech employees.
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 a tech employee in Colorado?
- How many clients do you have at companies like mine?
- Should I sell RSUs when they vest?
- How would you handle a tender offer or IPO lockup?
- How do you charge if most of my wealth is unvested?
- 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 tech employees 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.
All 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sarah Gerber Project and ongoing planning for newlyweds, young families and early-career professionals building a financial foundation, including couples merging finances. | Momentum Financial Planning LLC | Longmont | CFP, AFC | Subscription, One-time planning fee |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Paul Carriere | Carriere Financial Planning | Colorado Springs | CFP | Percentage of assets, Flat fee or retainer |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| Lucas Casarez | Level Up Financial Planning | Timnath | CFP | Percentage of assets, Ongoing planning fee |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Sunit Bhalla | OakTree Financial Planning, LLC | Fort Collins | CFP, MSFP | Percentage of assets, Hourly |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Jeremy Busch | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Joshua Nelson | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Brian Rudd Advice-only fiduciary planning for early- and mid-career professionals and DIY investors who want clear, unbiased guidance. | Kickstart Financial Planning LLC | Parker | Not listed | One-time planning fee, Hourly |
| Edwin Janeczek | Altus Wealth Group | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Kaleb Paddock | Ten Talents Financial Planning | Parker | CFP | Percentage of assets, Ongoing planning fee |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Jennifer Walenter | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Stephen Heitzmann | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Tristan Smith | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
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