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Advisors for under $500,000 in Colorado

All 425 advisors

Advisors for under $500,000 in Colorado: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Aaron Tice Delphi Wealth Partners Grand Junction CFP Percentage of assets, Hourly
Allison De Graaf Peak Planning Group Centennial CFP Percentage of assets, Hourly
Brian Colvert Bonfire Financial Colorado Springs CFP Percentage of assets, Ongoing planning fee
Edwin Janeczek Altus Wealth Group Colorado Springs CFP Percentage of assets, Fixed fees
Erik Baskin Baskin Financial Planning Colorado Springs CFP Percentage of assets, Fixed fees
Kaleb Paddock Ten Talents Financial Planning Parker CFP Percentage of assets, Ongoing planning fee
Louis Patierno Peak Planning Group Centennial CFP, ChFC Percentage of assets, Hourly
Peter Pittman Aspen Leaf Wealth Management Golden CFP Percentage of assets
Spencer Wynant Peak Planning Group Centennial CFP Percentage of assets, Hourly
Anthony McEahern Gilpin Wealth Management Golden CFP Percentage of assets, Hourly
Christian West Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Christy Kong-Eaton Red Lady Capital Crested Butte CFA Percentage of assets
David Ybarra Aspired Wealth Loveland CFP Flat fee or retainer, One-time planning fee
Donald Dority Narrow Path Financial Fort Collins CFP, PFS Percentage of assets
Emily Dyer-Wolfe Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Jason Taylor Taylor's Financial Fort Collins CFP Percentage of assets, Fixed fees
Joel Cavaliere Blue Heron Capital Englewood CFP Percentage of assets, Hourly
John Glasman Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Joshua Rigden Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Justin Soucie G&S Capital Denver CFP Percentage of assets, Hourly
Lisa Isaacson Canyon Creek Investment Advisors Montrose CFP, PFS Percentage of assets, Hourly
Louis Harris G&S Capital Denver CFP Percentage of assets, Hourly
Lynda Gregory Boulder Canyon Financial Lafayette CFP Percentage of assets
Ryan Williams G&S Capital Denver CFP Percentage of assets, Hourly
Samuel Tenney Fidelis Wealth Advisors Castle Rock CFP Percentage of assets, Fixed fees
William Shriver Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Brian Kinney Financial Life Journeys Peyton CFP Percentage of assets, Ongoing planning fee
Carlie Campuzano Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Charles Dunn Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Derek Wolff Wolff Financial Advisors Broomfield CFP Percentage of assets, Hourly
Emmanuel Eliason Eliason Wealth Management Centennial CFP Percentage of assets, Fixed fees
Emmett Fehlau-Barton TrueInsights CFO Erie CFP Ongoing planning fee, One-time planning fee
Frederick Ravid Chartered Financial Services Denver ChFC Percentage of assets, Hourly
Geoffrey Schaefer Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Grayson Hofferber Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Gregory Anderson GRAnderson Wealth Management Group Denver CFP Percentage of assets, Hourly
Jacob Phelps Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Jason Brooks Indelible Wealth Group Berthoud CFP Percentage of assets, Hourly
John Garmhausen First Look Capital Management Crested Butte CFP, CFA Percentage of assets, Hourly
Lisa Cowan Welch Financial Planning Boulder CFP Percentage of assets, Hourly
Mark Perrault Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Mark Starosciak Infinium Investment Advisors Denver CFP Percentage of assets, Hourly
Mitchell Moore Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Norman Alvis Altus Wealth Group Colorado Springs CFA Percentage of assets, Fixed fees
Russell Adelmann Adelmann Financial Colorado Springs CFP Percentage of assets
Ryan Stout Theory Financial Fort Collins CFP Percentage of assets
Sanchi Ranyal Fruitful Denver CFP Percentage of assets, Ongoing planning fee
Scott North Clearpath Legacy Planning Denver Not listed Percentage of assets