CFA financial advisors in Colorado
How do I find fee-only advisors who hold the CFA in Colorado?
In Colorado, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include James Mayo of IronFjord Wealth Management, Jennifer Hernandez of Petra Financial Advisors, Inc. and Hannah Boundy of Sherwood Financial Partners.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Mayo IronFjord Wealth Management, Lakewood Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jennifer Hernandez Petra Financial Advisors, Inc., Colorado Springs Holds the CFP, CFA and EA. Fees on file: percentage of assets, hourly.
- Hannah Boundy Sherwood Financial Partners, Broomfield Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jonathan Duong Wealth Engineers, Denver Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Grant Glenn Noble Wealth Partners, Denver Holds the CFP and CFA. Fees on file: percentage of assets.
- Samuel Issermoyer Crusonia Wealth Advisors, Denver Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 87
- Firms
- 64
- Cities
- 23
- Hold the CFP
- 30%
- Other credentials: CFA 100% · EA 2%
- How they charge (of 87 with fees on file): percentage of assets 98% · fixed fees 63% · hourly 46% · performance-based fees 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Colorado are there?
The Wellspent public graph lists 87 fee-only advisors who hold the CFA in Colorado, at 64 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Colorado located?
Of the 87 fee-only advisors who hold the CFA in Colorado, 31 are in Denver, followed by 7 in Greenwood Village and 7 in Boulder.
How do fee-only advisors who hold the CFA in Colorado charge?
The most common fee among fee-only advisors who hold the CFA in Colorado is a percentage of assets, used by 98% of the 87 with fees on file. Many use more than one: 63% charge fixed fees and 46% charge by the hour.
How many fee-only advisors who hold the CFA in Colorado hold the CFP?
30% of the 87 fee-only advisors who hold the CFA in Colorado hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Colorado?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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 87 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| James Mayo | IronFjord Wealth Management | Lakewood | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| Eric Walters | Summit Hill Wealth Management | Greenwood Village | CFA, CFP | Percentage of assets, Hourly |
| Grant Glenn | Noble Wealth Partners | Denver | CFP, CFA | Percentage of assets |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Hannah Boundy | Sherwood Financial Partners | Broomfield | CFP, CFA | Percentage of assets, Hourly |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Julie Pribble | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Tara Hefty | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Timothy Burt | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Christy Kong-Eaton | Red Lady Capital | Crested Butte | CFA | Percentage of assets |
| John Glasman | Gilpin Wealth Management | Golden | CFP, CFA | Percentage of assets, Hourly |
| William Shriver | Gilpin Wealth Management | Golden | CFP, CFA | Percentage of assets, Hourly |
| John Garmhausen | First Look Capital Management | Crested Butte | CFP, CFA | Percentage of assets, Hourly |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Steven Teselle | Dorato Capital Management | Denver | CFP, CFA | Percentage of assets, Hourly |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Ashley Vice | Solitude Financial | Denver | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Gary Lutes | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Gregory Brown | G&S Capital | Denver | CFA | Percentage of assets, Hourly |
| Kevin Schwall | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Maia Babbs | Lariat Wealth Management | Denver | CFA | Percentage of assets |
| Mark Schumacher | Third Day Capital | Denver | CFA | Percentage of assets |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| James King | Fruitage Financial | Fort Collins | CFA | Percentage of assets, Hourly |
| Jeffrey Brown | Shearwater Capital | Denver | CFA | Percentage of assets |
| Kevin Shuller | Cedar Peak Wealth Advisors | Denver | CFP, CFA, MBA | Percentage of assets, Fixed fees |
| Mikyo Butler | Butler Financial Services | Denver | CFA | Hourly |
| Samuel Harnisch | Quantitative Financial Strategies | Denver | CFP, CFA | Percentage of assets, Hourly |
| Shaun Williams | Paragon Capital Management, Ltd. | Denver | CFA, CFP | Percentage of assets, Hourly |
| William Brennan | Park Hill Financial Planning & Investment Management | Denver | CFA, CFP | Percentage of assets, Hourly |
| Daniel Gamache | KilterHowling | Littleton | CFA | Percentage of assets |
| Ethan Corman | RoseCap Financial Advisors | Grand Junction | CFA | Percentage of assets |
| Jesse Poznikowich | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Kreighton Bieger | KilterHowling | Boulder | CFA | Percentage of assets |
| Leo Kraunelis | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Natalie Miller | Aspen Grove Capital | Denver | CFA | Percentage of assets, Fixed fees |
| Nicholas Rotello | 7Two | Denver | CFA | Percentage of assets, Fixed fees |
| Trevor Schimschock | KilterHowling | Boulder | CFA | Percentage of assets |
| William Stites | KilterHowling | Boulder | CFA | Percentage of assets |
| Matt Smith | Opus Financial Solutions LLC | Boulder | CFA | Percentage of assets, Hourly |
| Paula Fleming | Next Chapter Financial | Denver | CFA | Percentage of assets, Hourly |
| Qiang Raleigh | Red Meadow Advisors | Littleton | CFA | Percentage of assets, Hourly |
| Timothy Itin | Causey Wealth | Greenwood Village | CFA | Percentage of assets, Hourly |
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