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Advisors for $1 million to $3 million in Colorado

All 124 advisors

Advisors for $1 million to $3 million in Colorado: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Brooke Gais Obermeyer Wealth Partners Aspen CFP Percentage of assets
Camaron Barta BXM Wealth Parker CFP Percentage of assets
Charles Hawes Legacy Edge Advisors Lakewood CFP Percentage of assets, Hourly
Christine Wang Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Dana Nightingale Obermeyer Wealth Partners Aspen CFP, CFA Percentage of assets
Daniel Lovett Lovett Investment Consulting Steamboat Springs CFP Fixed fees
Daniel Weeks Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Devin Pope Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Doug Morris Sachem Hill Denver CFP Percentage of assets, Fixed fees
Drew Frank Wedmont Private Capital Boulder CFP Fixed fees
Elizabeth Landsinger Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Ellen Powers Partners Capital Management Colorado Springs CFP Percentage of assets, Fixed fees
Hayden Porter Obermeyer Wealth Partners Aspen CFP Percentage of assets
Joshua Deloach Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Madeline Testwuide Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Melissa Hoyer The Wealth Conservancy Boulder CFP Percentage of assets, Fixed fees
R Scott Bills Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Robert Fleck World Capital Advisors Denver CFP Percentage of assets, Hourly
Ryan Jercinovic BXM Wealth Parker CFP Percentage of assets
Stephen Moore Partners Capital Management Colorado Springs CFP, ChFC Percentage of assets, Fixed fees
Tanner Sterk Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Brian Goodstadt Paragon Capital Management Denver CFA Percentage of assets, Hourly
Gregory Casals Black Swift Group Boulder CFA Percentage of assets, Fixed fees
Hannah O'Loughlin Clelland & Company Littleton CFA Percentage of assets, Hourly
Jay Ratterman Paragon Capital Management Denver CFA Percentage of assets, Hourly
Lawrence Orgill Paragon Capital Management Denver CFA Percentage of assets, Hourly
Nicholas Barnes Obermeyer Wealth Partners Aspen CFA Percentage of assets
Richard Stark Compass Capital Management Englewood CFA Percentage of assets, Fixed fees
Roger Hennefeld Obermeyer Wealth Partners Aspen CFA Percentage of assets
Sheri Baker Expand Financial Littleton PFS Percentage of assets, Hourly
Timothy Shasserre Black Swift Group Boulder CFA Percentage of assets, Fixed fees
Adam Savin Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Adam Vrablec Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Alexandra Phillips Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Ashley Papa Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Benjamin Michalski Paragon Capital Management Denver Not listed Percentage of assets, Hourly
Bret Hirsh Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Brett Bills Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Brian Brady Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Brian Frew BXM Wealth Parker Not listed Percentage of assets
Caroline Duke Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Carter Hall Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Hillier Expand Financial Littleton Not listed Percentage of assets, Hourly
Daniel Barton Sachem Hill Denver Not listed Percentage of assets, Fixed fees
Donald Byrne Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Edward Simon Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Edward Wuenschell World Capital Advisors Denver Not listed Percentage of assets, Hourly
Eli LaVaude Finesse Funds Basalt Not listed Percentage of assets, Hourly
Gregory Bakke Expand Financial Littleton Not listed Percentage of assets, Hourly
Harold Croley Black Swift Group Boulder Not listed Percentage of assets, Fixed fees