# Advisors for $500,000 to $1 million in Colorado > In Colorado, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Travis Hughes of Downshift Financial, Jacob Milder of Oak Street Investments and Jonathan Duong of Wealth Engineers. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/colorado/ 254 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $500,000 to $1 million in Colorado? In Colorado, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Travis Hughes of Downshift Financial, Jacob Milder of Oak Street Investments and Jonathan Duong of Wealth Engineers. ## How many fee-only advisors for $500,000 to $1 million in Colorado are there? The Wellspent public graph lists 254 fee-only advisors for $500,000 to $1 million in Colorado, at 97 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Colorado located? Of the 254 fee-only advisors for $500,000 to $1 million in Colorado, 68 are in Denver, followed by 36 in Greenwood Village and 34 in Boulder. ## How do fee-only advisors for $500,000 to $1 million in Colorado charge? The most common fee among fee-only advisors for $500,000 to $1 million in Colorado is a percentage of assets, used by 93% of the 254 with fees on file. Many use more than one: 59% charge fixed fees and 51% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Colorado hold the CFP? 46% of the 254 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Colorado? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Sara Zuckerman](https://find.wellspent.co/advisors/sara-zuckerman.md) | Reset Financial Planning LLC | Fort Collins, Colorado | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Juan Guevara](https://find.wellspent.co/advisors/juan-guevara.md) | J.F. Williams Co., Inc. | Denver, Colorado | CFP, BS, MSFP | Percentage of assets, One-time planning fee | | [Eddie Liang](https://find.wellspent.co/advisors/eddie-liang.md) | Downshift Financial | Boulder, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jacob Milder](https://find.wellspent.co/advisors/jacob-milder.md) | Oak Street Investments | Greenwood Village, Colorado | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee | | [Travis Hughes](https://find.wellspent.co/advisors/travis-hughes.md) | Downshift Financial | Erie, Colorado | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Matt Bierwirth](https://find.wellspent.co/advisors/matt-bierwirth.md) | Resource Design, Inc. | Fort Collins, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee | | [Alicia Duong](https://find.wellspent.co/advisors/alicia-duong.md) | Wealth Engineers | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Bethany Aylor](https://find.wellspent.co/advisors/bethany-aylor.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Brent Yanagida](https://find.wellspent.co/advisors/brent-yanagida.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Grant Bugner](https://find.wellspent.co/advisors/grant-bugner.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Jeffrey Arnold](https://find.wellspent.co/advisors/jeffrey-arnold.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong.md) | Wealth Engineers | Denver, Colorado | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Julie McDaniel](https://find.wellspent.co/advisors/julie-mcdaniel.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Michael Hake](https://find.wellspent.co/advisors/michael-hake.md) | Boulder Wealth Advisors | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Rebecca Kennedy](https://find.wellspent.co/advisors/rebecca-kennedy.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Robert Hamilton](https://find.wellspent.co/advisors/robert-hamilton-6331348.md) | Integrity Investment Advisors | Fort Collins, Colorado | CFP | Percentage of assets | | [Sunit Bhalla](https://find.wellspent.co/advisors/sunit-bhalla.md) | OakTree Financial Planning, LLC | Fort Collins, Colorado | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Wolverton](https://find.wellspent.co/advisors/nicholas-wolverton.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Ty Johnson](https://find.wellspent.co/advisors/ty-johnson.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Gary Shirman](https://find.wellspent.co/advisors/gary-shirman.md) | Boulder Wealth Advisors | Boulder, Colorado | ChFC | Percentage of assets, Hourly, Fixed fees | | [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [John McCorvie](https://find.wellspent.co/advisors/john-mccorvie.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Julie Pribble](https://find.wellspent.co/advisors/julie-pribble.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Tara Hefty](https://find.wellspent.co/advisors/tara-hefty.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Timothy Burt](https://find.wellspent.co/advisors/timothy-burt.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Clint Thomas](https://find.wellspent.co/advisors/clint-thomas.md) | Integrity Wealth Solutions | Denver, Colorado | CFP | Flat fee or retainer, One-time planning fee | | [Justina Welch](https://find.wellspent.co/advisors/justina-welch.md) | Integrity Wealth Solutions | Denver, Colorado | CFP | Flat fee or retainer, One-time planning fee | | [Madeline Barconi](https://find.wellspent.co/advisors/madeline-barconi.md) | Breakwater Capital Group | Denver, Colorado | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Jennings](https://find.wellspent.co/advisors/thomas-jennings.md) | Keen Capital | Westminster, Colorado | CFP | Percentage of assets, Fixed fees | | [Tucker Weppner](https://find.wellspent.co/advisors/tucker-weppner.md) | Sanderson Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Andrew Kelleher](https://find.wellspent.co/advisors/andrew-kelleher.md) | Denver Private Wealth Management | Denver, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Weaver](https://find.wellspent.co/advisors/benjamin-weaver.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Lichtenheld](https://find.wellspent.co/advisors/brian-lichtenheld.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Cassidy Steck](https://find.wellspent.co/advisors/cassidy-steck.md) | Peak Asset Management | Louisville, Colorado | | Percentage of assets | | [Craig Morgan](https://find.wellspent.co/advisors/craig-morgan.md) | Colmina | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Foster](https://find.wellspent.co/advisors/jason-foster.md) | Peak Asset Management | Louisville, Colorado | | Percentage of assets | | [Jonathan Fecko](https://find.wellspent.co/advisors/jonathan-fecko.md) | Elevate Wealth Management | Littleton, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Zeschin](https://find.wellspent.co/advisors/jonathan-zeschin.md) | Essential Investment Partners | Englewood, Colorado | CFP | Percentage of assets | | [Julie Martinez](https://find.wellspent.co/advisors/julie-martinez.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathrin Biscornet](https://find.wellspent.co/advisors/kathrin-biscornet.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Beitel-Horton](https://find.wellspent.co/advisors/lily-beitel-horton.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lindy Yoshida](https://find.wellspent.co/advisors/lindy-yoshida.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Logan Richard](https://find.wellspent.co/advisors/logan-richard.md) | Denver Private Wealth Management | Denver, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Knuth](https://find.wellspent.co/advisors/matthew-knuth.md) | Stordahl Capital Management | Greenwood Village, Colorado | CFP | Percentage of assets, Hourly | | [Michel Swanson](https://find.wellspent.co/advisors/michel-swanson.md) | Stordahl Capital Management | Greenwood Village, Colorado | CFP | Percentage of assets, Hourly | | [Noel Bennett](https://find.wellspent.co/advisors/noel-bennett.md) | Peak Asset Management | Louisville, Colorado | | Percentage of assets | | [Olivia Stordahl](https://find.wellspent.co/advisors/olivia-stordahl.md) | Stordahl Capital Management | Greenwood Village, Colorado | CFP | Percentage of assets, Hourly | | [Peter Hedberg](https://find.wellspent.co/advisors/peter-hedberg.md) | Peak Asset Management | Louisville, Colorado | | Percentage of assets | | [Raliegh Riddoch](https://find.wellspent.co/advisors/raliegh-riddoch.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 254. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/colorado/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).