CFP financial advisors in Colorado
How do I find fee-only advisors who hold the CFP in Colorado?
In Colorado, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include James Mayo of IronFjord Wealth Management, Jennifer Hernandez of Petra Financial Advisors, Inc. and Grant Glenn of Noble Wealth 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.
- Grant Glenn Noble Wealth Partners, Denver Holds the CFP and CFA. Fees on file: percentage of assets.
- Ally Ecklund Zestiny Wealth, Denver Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Dwight Dettloff Winding Trail Financial Planning, LLC, Lafayette Holds the CFP and CPA. Fees on file: percentage of assets.
- Steve Nading Outbound Financial, Inc., Boulder Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
By the numbers
- Advisors listed
- 342
- Firms
- 228
- Cities
- 43
- Hold the CFP
- 100%
- Other credentials: CFA 8% · CPA 3% · EA 5%
- How they charge (of 340 with fees on file): percentage of assets 89% · fixed fees 59% · hourly 50% · ongoing planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Colorado are there?
The Wellspent public graph lists 342 fee-only advisors who hold the CFP in Colorado, at 228 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Colorado located?
Of the 342 fee-only advisors who hold the CFP in Colorado, 99 are in Denver, followed by 37 in Boulder and 32 in Colorado Springs.
How do fee-only advisors who hold the CFP in Colorado charge?
The most common fee among fee-only advisors who hold the CFP in Colorado is a percentage of assets, used by 89% of the 340 with fees on file. Many use more than one: 59% charge fixed fees and 50% charge by the hour.
How many fee-only advisors who hold the CFP in Colorado hold the CFP?
100% of the 342 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Colorado?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 342 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 |
| Audrey Morrison | Cairn Financial Advisors, LLC | Denver | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Daniel Yerger | MY Wealth Planners | Longmont | AIF, CFP, ChFC, MBA | Ongoing planning fee, Percentage of assets |
| John McGowan | Mandala Financial Advisors | Salida | CFP, MBA | Percentage of assets, Hourly |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shane Dennehy | CayDen Wealth Management | Broomfield | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets |
| Aaron Milledge | Targeted Wealth Solutions | Colorado Springs | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| Jane Young | More than Your Money, Inc. | Colorado Springs | CFP, EA, MBA | One-time planning fee |
| Justin Pritchard Retirement planning and investment management. | Approach Financial, Inc. | Montrose | CFP, MBA | Flat fee or retainer, One-time planning fee |
| Paul Carriere | Carriere Financial Planning | Colorado Springs | CFP | Percentage of assets, Flat fee or retainer |
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Ally Ecklund | Zestiny Wealth | Denver | CFP, CPA, CPWA | Percentage of assets, Hourly |
| Brett Polzin | Eight Peaks Wealth Management | Parker | CFP, EA | Percentage of assets, Flat fee or retainer |
| David Gardner | Entree Wealth | Boulder | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| James Mayo | IronFjord Wealth Management | Lakewood | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Juan Guevara | J.F. Williams Co., Inc. | Denver | CFP, BS, MSFP | Percentage of assets, One-time planning fee |
| Kyle Simmons | Simmons Investment Management | Louisville | CFP, CRPC | One-time planning fee |
| Matthew Kelley | Gold Medal Waters, Inc. | Boulder | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| Nestor Vargas | AlignPoint Wealth | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Raquel Hinman | Hinman Financial Planning, Inc. | Erie | CFP, CDFA | Percentage of assets, Ongoing planning fee |
| Steve Cruice | Simply Steward, LLC | Highlands Ranch | CFP, CPA | Percentage of assets, Fixed fees |
| Trent Porter | Priority Financial Partners | Denver | CFP, CPA, MAcc | Percentage of assets, One-time planning fee |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Dwight Dettloff | Winding Trail Financial Planning, LLC | Lafayette | CFP, CPA, PFS, RICP | Percentage of assets |
| Eddie Liang | Downshift Financial | Boulder | CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| Jon Hsu | TrueVector Wealth Advisors | Parker | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee |
| Leyder Murillo | Wolfpack Wealth Management | Denver | AWMA, CFP, MBA, SE-AWMA | Flat fee or retainer, Hourly |
| Lucas Casarez | Level Up Financial Planning | Timnath | CFP | Percentage of assets, Ongoing planning fee |
| Travis Hughes | Downshift Financial | Erie | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Eric Walters | Summit Hill Wealth Management | Greenwood Village | CFA, CFP | Percentage of assets, Hourly |
| James Harvey | Integrity First Financial Planning, LLC | Colorado Springs | CFP, CPA, PFS | Percentage of assets, Hourly |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Paul Staib | Staib Financial Planning, LLC | Parker | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Christina Ferrer | Be Your Best Financial LLC | Littleton | CFP | Ongoing planning fee, One-time planning fee |
| Grant Glenn | Noble Wealth Partners | Denver | CFP, CFA | Percentage of assets |
| Jeff Brainard | Noble Wealth Partners | Denver | CFP | Percentage of assets |
| Steve Nading | Outbound Financial, Inc. | Boulder | CFP, CPA | Ongoing planning fee, Percentage of assets |
| Alicia Duong | Wealth Engineers | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Bethany Aylor | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Brent Yanagida | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Dani Parris-Exline | Peace of Mind Financial Planning, Inc. | Colorado Springs | AFC, CFP, CDFA, EA | Hourly, Fixed fees |
| Grant Bugner | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Jeffrey Arnold | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes