One-time financial plans in Colorado
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jane Young More than Your Money, Inc., Colorado Springs Holds the CFP and EA. Fees on file: one-time planning fee.
- Jon Hsu TrueVector Wealth Advisors, Parker Holds the CFP and EA. Fees on file: flat fee or retainer, one-time planning fee.
- Trent Porter Priority Financial Partners, Denver Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Cameron Willcox Willcox Wealth Management, Denver Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Brett Polzin Eight Peaks Wealth Management, Parker Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Robert Persichitte Delagify Financial, Arvada Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 48
- Firms
- 37
- Cities
- 20
- Hold the CFP
- 63%
- Other credentials: CPA 4% · EA 8% · ChFC 2%
- How they charge (of 48 with fees on file): one-time planning fee 100% · percentage of assets 67% · ongoing planning fee 60% · hourly 35%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 48 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 |
| 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 |
| 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 |
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Raquel Hinman | Hinman Financial Planning, Inc. | Erie | CFP, CDFA | Percentage of assets, Ongoing planning fee |
| Trent Porter | Priority Financial Partners | Denver | CFP, CPA, MAcc | Percentage of assets, One-time planning fee |
| 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 |
| Christina Ferrer | Be Your Best Financial LLC | Littleton | CFP | Ongoing planning fee, One-time planning fee |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
| Brian Colvert | Bonfire Financial | Colorado Springs | CFP | Percentage of assets, Ongoing planning fee |
| Brian Rudd Advice-only fiduciary planning for early- and mid-career professionals and DIY investors who want clear, unbiased guidance. | Kickstart Financial Planning LLC | Parker | Not listed | One-time planning fee, Hourly |
| Clint Thomas | Integrity Wealth Solutions | Denver | CFP | Flat fee or retainer, One-time planning fee |
| Justina Welch | Integrity Wealth Solutions | Denver | CFP | Flat fee or retainer, One-time planning fee |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Abigail Kovach | Kovach Financial Planning, LLC. | Lafayette | CFP | Ongoing planning fee, One-time planning fee |
| Carlie Campuzano | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |
| Derek Wolff | Wolff Financial Advisors | Broomfield | CFP | Percentage of assets, Hourly |
| Emmett Fehlau-Barton | TrueInsights CFO | Erie | CFP | Ongoing planning fee, One-time planning fee |
| Grayson Hofferber | Millennial Wealth Management | Broomfield | Not listed | Percentage of assets, Ongoing planning fee |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Tina Watson | One Brick Planning | Colorado Springs | CFP | Percentage of assets, One-time planning fee |
| Todd Lebor | Snowball Wealth Management | Boulder | CFP | Percentage of assets, Flat fee or retainer |
| Clinton Edgar | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Newell | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Rolfe Spiegel | Three Waters Financial | Ignacio | Not listed | Percentage of assets, Flat fee or retainer |
| Aaron Connell | One Brick Planning | Greenwood Village | Not listed | Percentage of assets, One-time planning fee |
| Daniel Schutte | Schutte Financial | Denver | Not listed | Percentage of assets, Ongoing planning fee |
| Jarrett Sharp | TrueInsights CFO | Erie | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Black | Black Capital | Cortez | Not listed | Percentage of assets, Hourly |
| Karl Hering | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Rebecca Miller | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Shari Carlson | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
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