Flat-fee financial advisors in Colorado
How do I find fee-only advisors who charge flat or fixed fees in Colorado?
In Colorado, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include James Mayo of IronFjord Wealth Management, Jennifer Hernandez of Petra Financial Advisors, Inc. and Trent Porter of Priority Financial Partners.
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.
- Trent Porter Priority Financial Partners, Denver Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Steve Nading Outbound Financial, Inc., Boulder Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
- Robert Persichitte Delagify Financial, Arvada Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jon Hsu TrueVector Wealth Advisors, Parker Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
By the numbers
- Advisors listed
- 641
- Firms
- 305
- Cities
- 57
- Hold the CFP
- 45%
- Other credentials: CFA 10% · CPA 2% · EA 2%
- How they charge (of 641 with fees on file): percentage of assets 89% · fixed fees 78% · hourly 54% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Colorado are there?
The Wellspent public graph lists 641 fee-only advisors who charge flat or fixed fees in Colorado, at 305 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Colorado located?
Of the 641 fee-only advisors who charge flat or fixed fees in Colorado, 162 are in Denver, followed by 75 in Colorado Springs and 63 in Boulder.
How do fee-only advisors who charge flat or fixed fees in Colorado charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Colorado is a percentage of assets, used by 89% of the 641 with fees on file. Many use more than one: 78% charge fixed fees and 54% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Colorado hold the CFP?
45% of the 641 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Colorado?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 641 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sarah Gerber Project and ongoing planning for newlyweds, young families and early-career professionals building a financial foundation, including couples merging finances. | Momentum Financial Planning LLC | Longmont | CFP, AFC | Subscription, One-time planning fee |
| 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 |
| Jane Young | More than Your Money, Inc. | Colorado Springs | CFP, EA, MBA | One-time planning fee |
| 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 |
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Juan Guevara | J.F. Williams Co., Inc. | Denver | CFP, BS, MSFP | Percentage of assets, One-time planning fee |
| 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 |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Dwight Dettloff | Winding Trail Financial Planning, LLC | Lafayette | CFP, CPA, PFS, RICP | Percentage of assets |
| Eddie Liang | Downshift Financial | Boulder | CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| Jon Hsu | TrueVector Wealth Advisors | Parker | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee |
| 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 |
| Travis Hughes | Downshift Financial | Erie | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Eric Walters | Summit Hill Wealth Management | Greenwood Village | CFA, CFP | Percentage of assets, Hourly |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| Alicia Duong | Wealth Engineers | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Bethany Aylor | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Brent Yanagida | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Dani Parris-Exline | Peace of Mind Financial Planning, Inc. | Colorado Springs | AFC, CFP, CDFA, EA | Hourly, Fixed fees |
| Grant Bugner | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Jeffrey Arnold | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| 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 |
| Julie McDaniel | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
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