Firm
Colorado Capital Management
Boulder, Colorado
Fee-only
Colorado Capital Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 10 advisors are listed here; 3 of 10 hold the CFP.
- Its Form ADV reports 10 employees and 234 individual clients, 157 of them high net worth.
- Its average account is about $630,000 (assets it manages divided by its 1,014 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | coloradocap.com |
| Phone | (303) 444-9300 |
Colorado Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.0% on amounts up to $1 million" source
"Our fees are based on the amount of assets under management" source
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 · Hourly |
|---|---|
| Assets managed | $638 million |
| Individual clients | 77 |
| High-net-worth clients | 157 |
| Accounts managed | 1,014 |
| Employees | 10 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-60868) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 114011 |