Advisors for $500,000 to $1 million in Colorado
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Travis Hughes Downshift Financial, Erie Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jacob Milder Oak Street Investments, Greenwood Village Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jonathan Duong Wealth Engineers, Denver Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Eric Walters Summit Hill Wealth Management, Greenwood Village Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Darmour Cornerstone Investment Advisors, Boulder Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- William Brennan Park Hill Financial Planning & Investment Management, Denver Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 254
- Firms
- 97
- Cities
- 30
- Hold the CFP
- 46%
- Other credentials: CFA 15% · EA 1% · ChFC 2%
- How they charge (of 254 with fees on file): percentage of assets 93% · fixed fees 59% · hourly 51% · ongoing planning fee 5%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 254 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Juan Guevara | J.F. Williams Co., Inc. | Denver | CFP, BS, MSFP | Percentage of assets, One-time planning fee |
| 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 |
| 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 |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| Julie McDaniel | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Rebecca Kennedy | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Sunit Bhalla | OakTree Financial Planning, LLC | Fort Collins | CFP, MSFP | Percentage of assets, Hourly |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| George Sugden | Sugden Wealth Management | Denver | CFP | Percentage of assets |
| 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 |
| Clint Thomas | Integrity Wealth Solutions | Denver | CFP | Flat fee or retainer, One-time planning fee |
| Justina Welch | Integrity Wealth Solutions | Denver | CFP | Flat fee or retainer, One-time planning fee |
| Madeline Barconi | Breakwater Capital Group | Denver | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Jennings | Keen Capital | Westminster | CFP | Percentage of assets, Fixed fees |
| Tucker Weppner | Sanderson Wealth Management | Denver | CFP | Percentage of assets |
| Andrew Kelleher | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Cassidy Steck | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Jonathan Fecko | Elevate Wealth Management | Littleton | CFP | Percentage of assets, Hourly |
| Jonathan Zeschin | Essential Investment Partners | Englewood | CFP | Percentage of assets |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Matthew Knuth | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Michel Swanson | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Olivia Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Peter Hedberg | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
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