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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
Matt Smith Opus Financial Solutions LLC Boulder CFA Percentage of assets, Hourly
Qiang Raleigh Red Meadow Advisors Littleton CFA Percentage of assets, Hourly
Ryley Cowan Welch Financial Planning Boulder Not listed Percentage of assets, Hourly
Steven Wiggins Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
Warren Denewiler Denewiler Capital Management Denver CFA Percentage of assets
Akram Hassan Regista Financial Strategies Denver Not listed Percentage of assets, Hourly
Daniel Korleski Cobalt Private Wealth Colorado Springs Not listed Percentage of assets
Eric Benzel-Ward Chicory Wealth Westminster Not listed Percentage of assets, Fixed fees
Gene Bergmeier THRIVE Financial Management Monument Not listed Percentage of assets, Hourly
Jason Yeager JD Yeager & Parker Not listed Percentage of assets, Hourly
Meaghan Brugge Headwaters Financial Planning Granby Not listed Percentage of assets, Hourly
Meghan Lynch Lynch Financial Group Denver Not listed Percentage of assets, Fixed fees
Michael Jenco The Pacific Financial Group Denver Not listed Percentage of assets
Nicholas Swanson MCM Wealth Arvada Not listed Percentage of assets, Hourly
Sandra Bozanic Regista Financial Strategies Denver Not listed Percentage of assets, Hourly
Adam Kasick RIPL Wealth Fort Collins Not listed Percentage of assets, Fixed fees
Alexander Bastron Northstar Financial Companies Golden Not listed Percentage of assets, Hourly
Angela Hemmes Synergy Capital Fort Collins Not listed Percentage of assets, Fixed fees
Brian Miller FIT Asset Management Centennial Not listed Percentage of assets, Fixed fees
Cameron Moore Plan & Act Buena Vista Not listed Ongoing planning fee
Carey Davis Brightwork Wealth Management Colorado Springs Not listed Percentage of assets
Chase Bellefeuille RIPL Wealth Fort Collins Not listed Percentage of assets, Fixed fees
Christopher Tanner Plan & Act Buena Vista Not listed Ongoing planning fee
Donavan Cox Aberle Investment Management Eagle Not listed Percentage of assets, Hourly
James Brady Scope Wealth Management Denver Not listed Percentage of assets, Hourly
James Etten Copper River Advisors Englewood Not listed Percentage of assets, Hourly
Karl Hering Unity Wealth Strategies Colorado Springs Not listed Ongoing planning fee, One-time planning fee
Katelyn Palone InSight Financial Planners Boulder Not listed Percentage of assets, Ongoing planning fee
Kevin Matthews Matthews Advisors Colorado Springs Not listed Percentage of assets
Kevin Taylor InSight Financial Planners Boulder Not listed Percentage of assets, Ongoing planning fee
Michael Warne Synergy Capital Fort Collins Not listed Percentage of assets, Fixed fees
Rachel Barrett Barrett Wealth Connection Golden Not listed Hourly
Rebecca Miller Unity Wealth Strategies Colorado Springs Not listed Ongoing planning fee, One-time planning fee
Robert Brown Copper River Advisors Englewood Not listed Percentage of assets, Hourly
Shari Carlson Unity Wealth Strategies Colorado Springs Not listed Ongoing planning fee, One-time planning fee
Aaron Leatherwood Centerpiece Wealth Advisor Greenwood Village CFP, PFS Percentage of assets
Adam Miller Elderado Financial Montrose CFP Percentage of assets, Hourly
Alexander Leonida Capital Financial Group Littleton CFP Percentage of assets
Andrew Davis Seamless Financial Planning Littleton CFP Percentage of assets, Fixed fees
Ben McLintock Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Blake Barnett FFG Retirement Counseling Centennial CFP Percentage of assets, Fixed fees
Bradley Conover Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Brett Spurr Spurr Financial Planning Salida CFP Percentage of assets, Hourly
Brian Littlejohn Sherwood Wealth Management Basalt CFP, CFA Percentage of assets, Hourly
Bryon Geman Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Christopher Kolker Triumph Capital Management Denver CFP Percentage of assets, Hourly
Christopher Long Intentional Wealth Strategies Colorado Springs CFP, CFA Percentage of assets, Fixed fees
Cindy Bragdon Vital Investment Management Loveland CFP Percentage of assets, Hourly
Cory Hassenstab Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Dana Cornell Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees