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Firm

Tillman Hartley

Denver, Colorado

Fee-only

Tillman Hartley at a glance

  • One of 336 fee-only firms based in Colorado in the Wellspent graph.
  • 4 advisors are listed here; 2 of 4 hold the CFA.
  • Its Form ADV reports 5 employees and 57 individual clients, 46 of them high net worth.
  • Its average account is about $2.5 million (assets it manages divided by its 302 accounts).

Specialties Estate & legacy planning · Tax planning · Family wealth transfer

Works with Multi-generational families

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Based inDenver, Colorado
Websitetillmanhartley.com
Emailinfo@@tillmanhartley.com
Phone(352) 335-9015

Tillman Hartley fees

Tillman Hartley 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 byPercentage of assets · Fixed fees
Assets managed$746 million
Individual clients11
High-net-worth clients46
Accounts managed302
Employees5
Planning clients0
Registered withThe SEC (801-56787)
Financial planningOffered
Form ADV filedMarch 30, 2026
SEC recordCRD 109479

Advisors at this firm (4)