Advisors for under $500,000 in Colorado
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include James Mayo of IronFjord Wealth Management, Jennifer Hernandez of Petra Financial Advisors, Inc. and Steve Nading of Outbound Financial, Inc..
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.
- Steve Nading Outbound Financial, Inc., Boulder Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
- Trent Porter Priority Financial Partners, Denver Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- 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.
By the numbers
- Advisors listed
- 425
- Firms
- 240
- Cities
- 54
- Hold the CFP
- 42%
- Other credentials: CFA 6% · CPA 2% · EA 2%
- How they charge (of 425 with fees on file): percentage of assets 93% · fixed fees 57% · hourly 52% · ongoing planning fee 12%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Colorado are there?
The Wellspent public graph lists 425 fee-only advisors for under $500,000 in Colorado, at 240 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Colorado located?
Of the 425 fee-only advisors for under $500,000 in Colorado, 101 are in Denver, followed by 59 in Colorado Springs and 35 in Fort Collins.
How do fee-only advisors for under $500,000 in Colorado charge?
The most common fee among fee-only advisors for under $500,000 in Colorado is a percentage of assets, used by 93% of the 425 with fees on file. Many use more than one: 57% charge fixed fees and 52% charge by the hour.
How many fee-only advisors for under $500,000 in Colorado hold the CFP?
42% of the 425 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Colorado?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 425 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Dwight Dettloff | Winding Trail Financial Planning, LLC | Lafayette | CFP, CPA, PFS, RICP | Percentage of assets |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| 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 |
| James Harvey | Integrity First Financial Planning, LLC | Colorado Springs | CFP, CPA, PFS | Percentage of assets, Hourly |
| 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 |
| Dani Parris-Exline | Peace of Mind Financial Planning, Inc. | Colorado Springs | AFC, CFP, CDFA, EA | Hourly, Fixed fees |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Brady | Rock Financial Planning | Arvada | CFP | Ongoing planning fee, Percentage of assets |
| Linda Leitz | Peace of Mind Financial Planning, Inc | Colorado Springs | CFP, EA | Hourly, Fixed fees |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Kyle Kues | Snowcap Financial LLC | Castle Rock | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Michael Hunter | Clearpath Legacy Planning | Arvada | CFP | Percentage of assets |
| Michael Tracy | Principium Investments | Boulder | CFP | Percentage of assets |
| Steve Zakelj | Flatirons Wealth Management | Boulder | CFP | Hourly |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Courtney Kenning | Destiny Capital | Golden | CFP | Percentage of assets, Flat fee or retainer |
| Jamison White | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Jeremy Busch | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Joshua Nelson | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Justin Hobbs | Rivertree Wealth | Denver | CFP | Percentage of assets |
| Mark Paller | Paller Financial Services | Centennial | CFP | Percentage of assets, Hourly |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
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