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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
Sean Butson DC Capital Management Dillon CFA Percentage of assets, Hourly
Steven Knous Flagstone Financial Advisors Basalt PFS Percentage of assets, Hourly
Thomas Paulson Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA Loveland PFS Percentage of assets, Hourly
Adam Ermel Advisers Investment Management Colorado Springs Not listed Percentage of assets, Hourly
Alecia Fisher Dougherty Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Allison Irving Irving Planning & Investments Centennial Not listed Percentage of assets, Hourly
Amanda McIntosh Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Amber Anderson Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Andrew Klein Paramount Associates Wealth Management Greenwood Village Not listed Percentage of assets, Hourly
Andrew Niedermeier Bernard Wealth Management Lone Tree Not listed Percentage of assets, Hourly
Andy McClaflin Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Anthony Bettencourt Wolf & Raven Private Wealth Aurora Not listed Percentage of assets, Hourly
Antonio Antunes Antunes International Investment Management Glenwood Springs Not listed Percentage of assets, Hourly
Blair Quinn Alpine Wealth Advisors Denver Not listed Percentage of assets
Blake Luehlfing Intentional Wealth Strategies Colorado Springs Not listed Percentage of assets, Fixed fees
Blake Wilson Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Bradley Blankenship Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Brandon Drespling Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Brent McGibbon Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Brett Hickman VSI Capital Group Foxfield Not listed Percentage of assets, Hourly
Brian Berenz Berenz Wealth Management Littleton Not listed Percentage of assets, Hourly
Brian McAuliffe Lotusgroup Advisors Denver Not listed Percentage of assets
Brian Nienhaus Vital Investment Management Loveland Not listed Percentage of assets, Hourly
Brian Stark Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Brooks Adams Capital Financial Group Johnstown Not listed Percentage of assets
Bryan Jepson Targeted Wealth Solutions Colorado Springs Not listed Percentage of assets, Hourly
Cade Hengel Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Charles Clark CLC Capital Management Grand Junction Not listed Percentage of assets
Christopher Kozak Kozak & Tripp Private Asset Management Highlands Ranch Not listed Percentage of assets, Fixed fees
Clark Milner Best Life Infinity Colorado Springs Not listed Percentage of assets, Hourly
Colin Shepherd Salus Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Connor Crockett Kozak & Tripp Private Asset Management Highlands Ranch Not listed Percentage of assets, Fixed fees
Cory Robinson Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Craig Lathram Lathram Financial Group Avon Not listed Percentage of assets, Fixed fees
Craig Wolverton Four Seasons Investment Advisors Montrose Not listed Percentage of assets
Crystal Karstens Petra Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Daniel Carnes Elderado Financial Montrose Not listed Percentage of assets, Hourly
Daniel Figliola Alpine Capital Partners Thornton Not listed Percentage of assets, Hourly
Daniel Mayer Triumph Capital Management Denver Not listed Percentage of assets, Hourly
David Lampe Lampe Financial Group Littleton Not listed Percentage of assets, Hourly
David Shepard Callahan Capital Management Steamboat Springs Not listed Percentage of assets
Derek Eichenwald Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Dillon Goodman Vital Investment Management Loveland Not listed Percentage of assets, Hourly
Eduardo Rondon Shadowfax Investments Westminster Not listed Percentage of assets, Performance-based fees
Emily Green Hinman Financial Planning Erie Not listed Percentage of assets, Fixed fees
Eric Lybarger Evergreen Investing Castle Pines Not listed Percentage of assets, Fixed fees
Frederick Cron Frederick H. Cron Englewood Not listed Percentage of assets, Hourly
Gerard Gloisten Core Wealth Partners Lyons Not listed Percentage of assets
Gina Gentilini Finer Wealth Management Boulder Not listed Percentage of assets, Hourly
Glenn Edwards Alpine Financial Advisers Golden Not listed Percentage of assets, Fixed fees