# Virtual financial advisors in Colorado > In Colorado, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include James Mayo of IronFjord Wealth Management, Robert Persichitte of Delagify Financial and Cameron Willcox of Willcox Wealth Management. Page: https://find.wellspent.co/by/virtual-financial-advisors/colorado/ 66 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in Colorado? In Colorado, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include James Mayo of IronFjord Wealth Management, Robert Persichitte of Delagify Financial and Cameron Willcox of Willcox Wealth Management. ## How many fee-only advisors who work with clients virtually in Colorado are there? The Wellspent public graph lists 66 fee-only advisors who work with clients virtually in Colorado, at 40 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Colorado located? Of the 66 fee-only advisors who work with clients virtually in Colorado, 20 are in Boulder, followed by 16 in Denver and 4 in Colorado Springs. ## How do fee-only advisors who work with clients virtually in Colorado charge? The most common fee among fee-only advisors who work with clients virtually in Colorado is a percentage of assets, used by 73% of the 66 with fees on file. Many use more than one: 45% charge by the hour and 38% charge fixed fees. ## How many fee-only advisors who work with clients virtually in Colorado hold the CFP? 70% of the 66 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Colorado? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | |---|---|---|---|---| | [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 | | [Aaron Milledge](https://find.wellspent.co/advisors/aaron-milledge.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer | | [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 | | [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 | | [Paul Carriere](https://find.wellspent.co/advisors/paul-carriere.md) | Carriere Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [James Mayo](https://find.wellspent.co/advisors/james-mayo.md) | IronFjord Wealth Management | Lakewood, Colorado | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee | | [Josh Radman](https://find.wellspent.co/advisors/josh-radman.md) | Presidio Advisors LLC | Boulder, Colorado | CFP, MBA, EA | Flat fee or retainer | | [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 | | [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches.md) | True Riches Financial Planning | Denver, Colorado | CFP, CPA | Flat fee or retainer | | [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 | | [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Staib](https://find.wellspent.co/advisors/paul-staib.md) | Staib Financial Planning, LLC | Parker, Colorado | CFP, MBA, RICP | Flat fee or retainer, Ongoing 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 | | [Alicia Duong](https://find.wellspent.co/advisors/alicia-duong.md) | Wealth Engineers | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Dani Parris-Exline](https://find.wellspent.co/advisors/dani-parris-exline.md) | Peace of Mind Financial Planning, Inc. | Colorado Springs, Colorado | AFC, CFP, CDFA, EA, MBA, PhD | Hourly, Fixed fees | | [Jeffrey Arnold](https://find.wellspent.co/advisors/jeffrey-arnold.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong.md) | Wealth Engineers | Denver, Colorado | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Julie McDaniel](https://find.wellspent.co/advisors/julie-mcdaniel.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Linda Leitz](https://find.wellspent.co/advisors/linda-leitz.md) | Peace of Mind Financial Planning, Inc | Colorado Springs, Colorado | CFP, EA | Hourly, Fixed fees | | [Rebecca Kennedy](https://find.wellspent.co/advisors/rebecca-kennedy.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Robert Hamilton](https://find.wellspent.co/advisors/robert-hamilton-6331348.md) | Integrity Investment Advisors | Fort Collins, Colorado | CFP | Percentage of assets | | [Sunit Bhalla](https://find.wellspent.co/advisors/sunit-bhalla.md) | OakTree Financial Planning, LLC | Fort Collins, Colorado | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Kues](https://find.wellspent.co/advisors/kyle-kues.md) | Snowcap Financial LLC | Castle Rock, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee | | [Brian McKinney](https://find.wellspent.co/advisors/brian-mckinney.md) | Collective Wealth Partners | Aurora, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [James Osborne](https://find.wellspent.co/advisors/james-osborne.md) | Bason Asset Management | Lakewood, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Justin Hobbs](https://find.wellspent.co/advisors/justin-hobbs.md) | Rivertree Wealth | Denver, Colorado | CFP | Percentage of assets | | [Scott Bennett](https://find.wellspent.co/advisors/scott-bennett.md) | IWR Advisors | Denver, Colorado | CFP | Percentage of assets | | [Aaron Tice](https://find.wellspent.co/advisors/aaron-tice.md) | Delphi Wealth Partners | Grand Junction, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaleb Paddock](https://find.wellspent.co/advisors/kaleb-paddock.md) | Ten Talents Financial Planning | Parker, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Meera Meyer](https://find.wellspent.co/advisors/meera-meyer.md) | Full Body Finance | Boulder, Colorado | CFP | Ongoing planning fee | | [Benjamin Weaver](https://find.wellspent.co/advisors/benjamin-weaver.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Lichtenheld](https://find.wellspent.co/advisors/brian-lichtenheld.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Julie Martinez](https://find.wellspent.co/advisors/julie-martinez.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathrin Biscornet](https://find.wellspent.co/advisors/kathrin-biscornet.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Beitel-Horton](https://find.wellspent.co/advisors/lily-beitel-horton.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lindy Yoshida](https://find.wellspent.co/advisors/lindy-yoshida.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Raliegh Riddoch](https://find.wellspent.co/advisors/raliegh-riddoch.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Szafranski](https://find.wellspent.co/advisors/steven-szafranski.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Tami Carroll](https://find.wellspent.co/advisors/tami-carroll.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Wojtalik](https://find.wellspent.co/advisors/timothy-wojtalik.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Moerman](https://find.wellspent.co/advisors/todd-moerman.md) | Integrity Investment Advisors | Fort Collins, Colorado | | Percentage of assets | | [Michael Olafsson](https://find.wellspent.co/advisors/michael-olafsson.md) | IWR Advisors | Denver, Colorado | | Percentage of assets | | [Sanay Patel](https://find.wellspent.co/advisors/sanay-patel.md) | Purpose Wealth | Longmont, Colorado | | Flat fee or retainer, Ongoing planning fee | | [Chad Young](https://find.wellspent.co/advisors/chad-young.md) | Young Financial Planning | Lafayette, Colorado | | Flat fee or retainer, Percentage of assets | | [Ethan Anderson](https://find.wellspent.co/advisors/ethan-anderson.md) | Denewiler Capital Management | Denver, Colorado | CFP | Percentage of assets | | [Jeffrey Brown](https://find.wellspent.co/advisors/jeffrey-brown.md) | Shearwater Capital | Denver, Colorado | CFA | Percentage of assets | Showing the first 50 of 66. The full list, page by page: https://find.wellspent.co/by/virtual-financial-advisors/colorado/?page=2 ## 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).