Virtual financial advisors in Colorado
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Mayo IronFjord Wealth Management, Lakewood Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Robert Persichitte Delagify Financial, Arvada Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Cameron Willcox Willcox Wealth Management, Denver Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Zack Gutches True Riches Financial Planning, Denver Holds the CFP and CPA. Fees on file: flat fee or retainer.
- Jonathan Duong Wealth Engineers, Denver Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Brett Polzin Eight Peaks Wealth Management, Parker Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 66
- Firms
- 40
- Cities
- 19
- Hold the CFP
- 70%
- Other credentials: CFA 8% · CPA 3% · EA 9%
- How they charge (of 66 with fees on file): percentage of assets 73% · hourly 45% · fixed fees 38% · ongoing planning fee 35%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 66 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Aaron Milledge | Targeted Wealth Solutions | Colorado Springs | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| 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 |
| Brett Polzin | Eight Peaks Wealth Management | Parker | CFP, EA | Percentage of assets, Flat fee or retainer |
| James Mayo | IronFjord Wealth Management | Lakewood | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | 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 |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Kyle Kues | Snowcap Financial LLC | Castle Rock | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| James Osborne | Bason Asset Management | Lakewood | CFP | Flat fee or retainer, Ongoing planning fee |
| Justin Hobbs | Rivertree Wealth | Denver | CFP | Percentage of assets |
| Scott Bennett | IWR Advisors | Denver | CFP | Percentage of assets |
| Aaron Tice | Delphi Wealth Partners | Grand Junction | CFP | Percentage of assets, Hourly |
| Kaleb Paddock | Ten Talents Financial Planning | Parker | CFP | Percentage of assets, Ongoing planning fee |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | 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 |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Michael Olafsson | IWR Advisors | Denver | Not listed | Percentage of assets |
| Sanay Patel | Purpose Wealth | Longmont | Not listed | Flat fee or retainer, Ongoing planning fee |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Ethan Anderson | Denewiler Capital Management | Denver | CFP | Percentage of assets |
| Jeffrey Brown | Shearwater Capital | Denver | CFA | Percentage of assets |
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