Hourly financial advisors in Colorado
How do I find fee-only advisors who charge by the hour in Colorado?
In Colorado, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Jennifer Hernandez of Petra Financial Advisors, Inc., Jonathan Duong of Wealth Engineers and Robert Persichitte of Delagify Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jennifer Hernandez Petra Financial Advisors, Inc., Colorado Springs Holds the CFP, CFA and EA. Fees on file: percentage of assets, hourly.
- Jonathan Duong Wealth Engineers, Denver Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Persichitte Delagify Financial, Arvada Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jacob Milder Oak Street Investments, Greenwood Village Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Dwight Dettloff Winding Trail Financial Planning, LLC, Lafayette Holds the CFP and CPA. Fees on file: percentage of assets.
- Ally Ecklund Zestiny Wealth, Denver Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 475
- Firms
- 235
- Cities
- 56
- Hold the CFP
- 45%
- Other credentials: CFA 9% · CPA 2% · EA 2%
- How they charge (of 475 with fees on file): percentage of assets 91% · hourly 85% · fixed fees 67% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Colorado are there?
The Wellspent public graph lists 475 fee-only advisors who charge by the hour in Colorado, at 235 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Colorado located?
Of the 475 fee-only advisors who charge by the hour in Colorado, 126 are in Denver, followed by 50 in Colorado Springs and 48 in Boulder.
How do fee-only advisors who charge by the hour in Colorado charge?
The most common fee among fee-only advisors who charge by the hour in Colorado is a percentage of assets, used by 91% of the 475 with fees on file. Many use more than one: 85% charge by the hour and 67% charge fixed fees.
How many fee-only advisors who charge by the hour in Colorado hold the CFP?
45% of the 475 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Colorado?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 475 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Audrey Morrison | Cairn Financial Advisors, LLC | Denver | CFP, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| 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 |
| Nestor Vargas | AlignPoint Wealth | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| Eric Walters | Summit Hill Wealth Management | Greenwood Village | CFA, CFP | Percentage of assets, Hourly |
| James Harvey | Integrity First Financial Planning, LLC | Colorado Springs | CFP, CPA, PFS | 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 |
| Dani Parris-Exline | Peace of Mind Financial Planning, Inc. | Colorado Springs | AFC, CFP, CDFA, EA | Hourly, Fixed fees |
| 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 |
| 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 |
| Linda Leitz | Peace of Mind Financial Planning, Inc | Colorado Springs | CFP, EA | Hourly, Fixed fees |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Rebecca Kennedy | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Sunit Bhalla | OakTree Financial Planning, LLC | Fort Collins | CFP, MSFP | Percentage of assets, Hourly |
| Hannah Boundy | Sherwood Financial Partners | Broomfield | CFP, CFA | Percentage of assets, Hourly |
| Michael Hunter | Clearpath Legacy Planning | Arvada | CFP | Percentage of assets |
| Michael Tracy | Principium Investments | Boulder | CFP | Percentage of assets |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Steve Zakelj | Flatirons Wealth Management | Boulder | CFP | Hourly |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
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