# One-time financial plans in Colorado > In Colorado, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Jane Young of More than Your Money, Inc., Jon Hsu of TrueVector Wealth Advisors and Trent Porter of Priority Financial Partners. Page: https://find.wellspent.co/by/one-time-financial-plan/colorado/ 48 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in Colorado? In Colorado, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Jane Young of More than Your Money, Inc., Jon Hsu of TrueVector Wealth Advisors and Trent Porter of Priority Financial Partners. ## How many fee-only advisors who offer one-time plans in Colorado are there? The Wellspent public graph lists 48 fee-only advisors who offer one-time plans in Colorado, at 37 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who offer one-time plans in Colorado located? Of the 48 fee-only advisors who offer one-time plans in Colorado, 11 are in Colorado Springs, followed by 10 in Denver and 4 in Broomfield. ## How do fee-only advisors who offer one-time plans in Colorado charge? All 48 fee-only advisors who offer one-time plans in Colorado with fees on file charge a one-time planning fee. Many use more than one: 67% charge a percentage of assets and 60% charge an ongoing planning fee. ## How many fee-only advisors who offer one-time plans in Colorado hold the CFP? 63% of the 48 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Colorado? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Sarah Gerber](https://find.wellspent.co/advisors/sarah-gerber.md) | Momentum Financial Planning LLC | Longmont, Colorado | CFP, AFC | Subscription, One-time planning fee | | [Audrey Morrison](https://find.wellspent.co/advisors/audrey-morrison.md) | Cairn Financial Advisors, LLC | Denver, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [John McGowan](https://find.wellspent.co/advisors/john-mcgowan.md) | Mandala Financial Advisors | Salida, Colorado | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Shane Dennehy](https://find.wellspent.co/advisors/shane-dennehy.md) | CayDen Wealth Management | Broomfield, Colorado | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Cameron Willcox](https://find.wellspent.co/advisors/cameron-willcox.md) | Willcox Wealth Management | Denver, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jane Young](https://find.wellspent.co/advisors/jane-young.md) | More than Your Money, Inc. | Colorado Springs, Colorado | CFP, EA, MBA | One-time planning fee | | [Justin Pritchard](https://find.wellspent.co/advisors/justin-pritchard.md) | Approach Financial, Inc. | Montrose, Colorado | CFP, MBA | Flat fee or retainer, One-time planning fee, Percentage of assets | | [Sara Zuckerman](https://find.wellspent.co/advisors/sara-zuckerman.md) | Reset Financial Planning LLC | Fort Collins, Colorado | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Brett Polzin](https://find.wellspent.co/advisors/brett-polzin.md) | Eight Peaks Wealth Management | Parker, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Juan Guevara](https://find.wellspent.co/advisors/juan-guevara.md) | J.F. Williams Co., Inc. | Denver, Colorado | CFP, BS, MSFP | Percentage of assets, One-time planning fee | | [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons.md) | Simmons Investment Management | Louisville, Colorado | CFP, CRPC | One-time planning fee | | [Raquel Hinman](https://find.wellspent.co/advisors/raquel-hinman.md) | Hinman Financial Planning, Inc. | Erie, Colorado | CFP, CDFA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Trent Porter](https://find.wellspent.co/advisors/trent-porter.md) | Priority Financial Partners | Denver, Colorado | CFP, CPA, MAcc | Percentage of assets, One-time planning fee | | [Jon Hsu](https://find.wellspent.co/advisors/jon-hsu.md) | TrueVector Wealth Advisors | Parker, Colorado | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee | | [Leyder Murillo](https://find.wellspent.co/advisors/leyder-murillo.md) | Wolfpack Wealth Management | Denver, Colorado | AWMA, CFP, MBA, SE-AWMA | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Lucas Casarez](https://find.wellspent.co/advisors/lucas-casarez.md) | Level Up Financial Planning | Timnath, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Christina Ferrer](https://find.wellspent.co/advisors/christina-ferrer.md) | Be Your Best Financial LLC | Littleton, Colorado | CFP | Ongoing planning fee, One-time planning fee, Hourly, Flat fee or retainer | | [Jonathan Horst](https://find.wellspent.co/advisors/jonathan-horst.md) | The Horst Group | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee | | [Nicholas Weisert](https://find.wellspent.co/advisors/nicholas-weisert.md) | 46° North Financial | Denver, Colorado | CFP | Percentage of assets, One-time planning fee | | [Brian Colvert](https://find.wellspent.co/advisors/brian-colvert.md) | Bonfire Financial | Colorado Springs, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Brian Rudd](https://find.wellspent.co/advisors/brian-rudd.md) | Kickstart Financial Planning LLC | Parker, Colorado | | One-time planning fee, Hourly | | [Clint Thomas](https://find.wellspent.co/advisors/clint-thomas.md) | Integrity Wealth Solutions | Denver, Colorado | CFP | Flat fee or retainer, One-time planning fee | | [Justina Welch](https://find.wellspent.co/advisors/justina-welch.md) | Integrity Wealth Solutions | Denver, Colorado | CFP | Flat fee or retainer, One-time planning fee | | [David Ybarra](https://find.wellspent.co/advisors/david-ybarra.md) | Aspired Wealth | Loveland, Colorado | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets | | [Abigail Kovach](https://find.wellspent.co/advisors/abigail-kovach.md) | Kovach Financial Planning, LLC. | Lafayette, Colorado | CFP | Ongoing planning fee, One-time planning fee | | [Carlie Campuzano](https://find.wellspent.co/advisors/carlie-campuzano.md) | Millennial Wealth Management | Broomfield, Colorado | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Derek Wolff](https://find.wellspent.co/advisors/derek-wolff.md) | Wolff Financial Advisors | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Emmett Fehlau-Barton](https://find.wellspent.co/advisors/emmett-fehlau-barton.md) | TrueInsights CFO | Erie, Colorado | CFP | Ongoing planning fee, One-time planning fee, Hourly, Flat fee or retainer | | [Grayson Hofferber](https://find.wellspent.co/advisors/grayson-hofferber.md) | Millennial Wealth Management | Broomfield, Colorado | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Jacob Phelps](https://find.wellspent.co/advisors/jacob-phelps.md) | Strong Wealth | Colorado Springs, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Mitchell Moore](https://find.wellspent.co/advisors/mitchell-moore.md) | Strong Wealth | Colorado Springs, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Tina Watson](https://find.wellspent.co/advisors/tina-watson.md) | One Brick Planning | Colorado Springs, Colorado | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Todd Lebor](https://find.wellspent.co/advisors/todd-lebor.md) | Snowball Wealth Management | Boulder, Colorado | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Clinton Edgar](https://find.wellspent.co/advisors/clinton-edgar.md) | Better Pockets Financial | Fort Collins, Colorado | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Joshua Newell](https://find.wellspent.co/advisors/joshua-newell.md) | Better Pockets Financial | Fort Collins, Colorado | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Kyle DeMers](https://find.wellspent.co/advisors/kyle-demers.md) | Bonfire Financial | Colorado Springs, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Nicholas Coleman](https://find.wellspent.co/advisors/nicholas-coleman.md) | Bonfire Financial | Colorado Springs, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sarah Price](https://find.wellspent.co/advisors/sarah-price.md) | Bonfire Financial | Colorado Springs, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Rolfe Spiegel](https://find.wellspent.co/advisors/rolfe-spiegel.md) | Three Waters Financial | Ignacio, Colorado | | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Aaron Connell](https://find.wellspent.co/advisors/aaron-connell.md) | One Brick Planning | Greenwood Village, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Daniel Schutte](https://find.wellspent.co/advisors/daniel-schutte.md) | Schutte Financial | Denver, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Jarrett Sharp](https://find.wellspent.co/advisors/jarrett-sharp.md) | TrueInsights CFO | Erie, Colorado | | Ongoing planning fee, One-time planning fee, Hourly, Flat fee or retainer | | [Jeffrey Black](https://find.wellspent.co/advisors/jeffrey-black.md) | Black Capital | Cortez, Colorado | | Percentage of assets, Hourly, One-time planning fee | | [Karl Hering](https://find.wellspent.co/advisors/karl-hering.md) | Unity Wealth Strategies | Colorado Springs, Colorado | | Ongoing planning fee, One-time planning fee | | [Rebecca Miller](https://find.wellspent.co/advisors/rebecca-miller.md) | Unity Wealth Strategies | Colorado Springs, Colorado | | Ongoing planning fee, One-time planning fee | | [Shari Carlson](https://find.wellspent.co/advisors/shari-carlson.md) | Unity Wealth Strategies | Colorado Springs, Colorado | | Ongoing planning fee, One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).