Firm
Boulder Canyon Financial
Lafayette, Colorado
Fee-only
Boulder Canyon Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 7 of them high net worth.
- Its average account is about $230,000 (assets it manages divided by its 89 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Lafayette, Colorado |
|---|---|
| Website | bouldercanyonfinancial.com |
| [email protected] | |
| Phone | (303) 960-7905 |
Boulder Canyon Financial fees
Boulder Canyon Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $20 million |
| Individual clients | 13 |
| High-net-worth clients | 7 |
| Accounts managed | 89 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 310148 |