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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
Daniel McCaslin Evolution Vision Wealth Management Glenwood Springs CFP Percentage of assets
David Day Gold Medal Waters Denver CFP Percentage of assets, Fixed fees
David Eads Vital Investment Management Loveland CFP Percentage of assets, Hourly
David McMillan Caledonia Wealth Management Boulder CFP Percentage of assets, Hourly
Derek Lawson Priority Financial Partners Durango CFP Percentage of assets, Hourly
Donald Loyd Loyd Financial Management Centennial CFP Percentage of assets, Hourly
Eric Jackson Best Life Infinity Colorado Springs CFP, ChFC, PFS Percentage of assets, Hourly
Gavin Ganzkow Best Life Infinity Colorado Springs CFP Percentage of assets, Hourly
Glenn Hermanson Hoffmann Hermanson Denver CFP Percentage of assets
Harold Kirschner Callahan Capital Management Centennial CFP Percentage of assets
Jacqueline Silvis Wrenne Financial Planning Loveland CFP Fixed fees
Jaimee Carnes Elderado Financial Montrose CFP Percentage of assets, Hourly
James Morgan James Morgan Asset Management Broomfield CFP Percentage of assets, Hourly
Jennifer Quire Wrenne Financial Planning Boulder CFP Fixed fees
Jonathan Forbes Petra Financial Advisors Colorado Springs CFP Percentage of assets, Hourly
Karlton Childress Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Kyle Kirk Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Lawrence Howes Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Lisa Malick Petra Financial Advisors Colorado Springs CFP Percentage of assets, Hourly
Martin Knous Flagstone Financial Advisors Basalt CFP Percentage of assets, Hourly
Melissa McGOWAN Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Michael Williams Altius Financial Westcliffe CFP Percentage of assets, Hourly
Nicole Baranda Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Paul Monax Agile Wealth Littleton CFP Percentage of assets, Hourly
Peter Dillon United Wealth Management Colorado Springs CFP Percentage of assets, Hourly
Phil Jacobson Synergy Financial Partners Denver CFP, ChFC Percentage of assets, Fixed fees
Rae Beck Bright Road Wealth Management Grand Junction CFP Percentage of assets, Hourly
Randall Roebuck Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Richard Carroll Intentional Wealth Strategies Colorado Springs CFP Percentage of assets, Fixed fees
Richard Dougherty Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Riley Thoubboron Fpfoco Fort Collins CFP Percentage of assets, Fixed fees
Robert Tremlett Paramount Associates Wealth Management Greenwood Village CFP, ChFC Percentage of assets, Hourly
Robert Zimberg Financial Mountain Boulder CFP Percentage of assets, Fixed fees
Sara Kohr Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Sean O'Reilly FFG Retirement Counseling Centennial CFP Percentage of assets, Fixed fees
Skyler Gillespie Cayden Wealth Management Broomfield CFP Percentage of assets, Hourly
Stefan Jackson Jackson Wealth Management Castle Rock CFP Percentage of assets
Sunisa Motta Inclinevest Greenwood Village CFP Percentage of assets, Hourly
Taylor Dennis Altius Financial Denver CFP Percentage of assets, Hourly
Taylor Jay Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Tina Ottersberg To Wealth Boulder CFP Percentage of assets, Fixed fees
Amel Guigli Capital Financial Group Aurora ChFC Percentage of assets
Brian Harper Harper Asset Management Longmont CFA Percentage of assets
Charles Brant BZ Wealth Advisors Littleton CFA Percentage of assets, Fixed fees
Clay Anderson Ascendance Wealth Franktown CFA Percentage of assets
Craig Perkins CDP Financial Group Littleton ChFC Percentage of assets, Hourly
Daniel Caycedo Cayden Wealth Management Broomfield ChFC Percentage of assets, Hourly
Jason Irving Irving Planning & Investments Centennial ChFC Percentage of assets, Hourly
Jason Napoli High Country Capital Management Montrose ChFC Percentage of assets, Hourly
John Brant BZ Wealth Advisors Littleton CFA Percentage of assets, Fixed fees