Advisors for $1 million to $3 million in Colorado
How do I find fee-only advisors for $1 million to $3 million in Colorado?
In Colorado, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Hannah Boundy of Sherwood Financial Partners, Shaun Williams of Paragon Capital Management, Ltd. and Samuel Harnisch of Quantitative Financial Strategies.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Hannah Boundy Sherwood Financial Partners, Broomfield Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Shaun Williams Paragon Capital Management, Ltd., Denver Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Samuel Harnisch Quantitative Financial Strategies, Denver Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Dana Nightingale Obermeyer Wealth Partners, Aspen Holds the CFP and CFA. Fees on file: percentage of assets.
- DeDe Smolen Innovative Financial, LLC, Lakewood Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- James Osborne Bason Asset Management, Lakewood Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 124
- Firms
- 45
- Cities
- 19
- Hold the CFP
- 30%
- Other credentials: CFA 16% · CPA 1% · ChFC 1%
- How they charge (of 124 with fees on file): percentage of assets 96% · fixed fees 67% · hourly 28% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Colorado are there?
The Wellspent public graph lists 124 fee-only advisors for $1 million to $3 million in Colorado, at 45 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Colorado located?
Of the 124 fee-only advisors for $1 million to $3 million in Colorado, 31 are in Denver, followed by 20 in Aspen and 14 in Boulder.
How do fee-only advisors for $1 million to $3 million in Colorado charge?
The most common fee among fee-only advisors for $1 million to $3 million in Colorado is a percentage of assets, used by 96% of the 124 with fees on file. Many use more than one: 67% charge fixed fees and 28% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Colorado hold the CFP?
30% of the 124 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Colorado?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 124 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Myra Salzer | The Wealth Conservancy, Inc. | Boulder | BS, CFP | Ongoing planning fee |
| Hannah Boundy | Sherwood Financial Partners | Broomfield | CFP, CFA | Percentage of assets, Hourly |
| Hannah Steendam | Ellevest | Lakewood | CFP | Percentage of assets, Flat fee or retainer |
| James Osborne | Bason Asset Management | Lakewood | CFP | Flat fee or retainer, Ongoing planning fee |
| Scott Bennett | IWR Advisors | Denver | CFP | Percentage of assets |
| Kyle Boucher | PCM Encore | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| John Trujillo | West End Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| Adam Joice | Aspen Grove Capital | Avon | CFP | Percentage of assets, Fixed fees |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Coleman Shwayder | 7Two | Denver | CFP | Percentage of assets, Fixed fees |
| Gary Lutes | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| Kevin Schwall | Tillman Hartley | Denver | CFA | Percentage of assets, Fixed fees |
| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| John Gavin III | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Logan Stelzner | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Richard Mueller | Peak Investment Advisors | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Samuel Harnisch | Quantitative Financial Strategies | Denver | CFP, CFA | Percentage of assets, Hourly |
| Samuel Rice | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Shaun Williams | Paragon Capital Management, Ltd. | Denver | CFA, CFP | Percentage of assets, Hourly |
| Benjamin Cannon | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Jesse Poznikowich | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| 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 |
| Rolfe Spiegel | Three Waters Financial | Ignacio | Not listed | Percentage of assets, Flat fee or retainer |
| Marti Brust | West End Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Andrew Macken | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Burton Wiand | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Courtney Ringlein | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kirwood | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| John Gunther | Measured Strategies | Denver | Not listed | Percentage of assets, Hourly |
| Kevin Starkey | FTN Capital Management | Littleton | Not listed | Percentage of assets, Hourly |
| Michael Barondess | Aspen Grove Capital | Denver | Not listed | Percentage of assets, Fixed fees |
| Ryan Ritchie | 7Two | Denver | Not listed | Percentage of assets, Fixed fees |
| Debora Nunez | L&S Advisors | Centennial | Not listed | Percentage of assets, Hourly |
| Adam Barringer | BXM Wealth | Parker | CFP | Percentage of assets |
| Anna Bhai | Brooklyn FI | Denver | CFP | Percentage of assets, Hourly |
| Anna Buckley | Obermeyer Wealth Partners | Aspen | CFP | Percentage of assets |
| Anthony Coppola | Sachem Hill | Denver | CFP | Percentage of assets, Fixed fees |
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