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Flat-fee financial advisors in Colorado

All 641 advisors

Flat-fee financial advisors in Colorado: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Andrew Kelleher Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Anthony McEahern Gilpin Wealth Management Golden CFP Percentage of assets, Hourly
Benjamin Weaver BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Brian Lichtenheld BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Cassidy Steck Peak Asset Management Louisville Not listed Percentage of assets
Christian West Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Craig Morgan Colmina Colorado Springs CFP Percentage of assets, Hourly
David Ybarra Aspired Wealth Loveland CFP Flat fee or retainer, One-time planning fee
Emily Dyer-Wolfe Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Jason Foster Peak Asset Management Louisville Not listed Percentage of assets
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
Jonathan Fecko Elevate Wealth Management Littleton CFP Percentage of assets, Hourly
Joshua Rigden Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Julie Martinez BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Kathrin Biscornet BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lily Beitel-Horton BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lindy Yoshida BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lisa Isaacson Canyon Creek Investment Advisors Montrose CFP, PFS Percentage of assets, Hourly
Logan Richard Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Noel Bennett Peak Asset Management Louisville Not listed Percentage of assets
Peter Hedberg Peak Asset Management Louisville Not listed Percentage of assets
Raliegh Riddoch BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Samuel Tenney Fidelis Wealth Advisors Castle Rock CFP Percentage of assets, Fixed fees
Sophia Berglund Peak Asset Management Louisville Not listed Percentage of assets
Steven Szafranski BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Tami Carroll BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Terry Robinette Peak Asset Management Louisville Not listed Percentage of assets
Timothy Wojtalik BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
William Shriver Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Abigail Kovach Kovach Financial Planning, LLC. Lafayette CFP Ongoing planning fee, One-time planning fee
Andrea Searle Schaefer Financial Management Centennial CFP Percentage of assets, Hourly
Andrew Dodds Dodds Wealth Greenwood Village CFP Percentage of assets, Hourly
Brennan Pate Dodds Wealth Greenwood Village CFP Percentage of assets, Hourly
Brian Kinney Financial Life Journeys Peyton CFP Percentage of assets, Ongoing planning fee
Brian Sells Peak Financial Advisors Denver CFP Percentage of assets, Fixed fees
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
Charles Tobler Star Financial Services Denver CFP Hourly, Flat fee or retainer
Daniel Meyers Adventure Wealth Ridgway Not listed Percentage of assets, Ongoing planning fee
Debbie Freeman Peak Financial Advisors Denver CFP Percentage of assets, Fixed fees
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
Gavin Forrest Schaefer Financial Management Centennial CFP 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