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Wellspent public graph/Locations/United States/Colorado
United States

Fee-only advisors in Colorado

Front-range fee-only cluster across Denver, Boulder, and Fort Collins.

What fee-only financial advisors charge in Colorado

By the numbers

The Wellspent public graph lists 835 fee-only financial advisors serving Colorado at 406 firms, most in Denver, Colorado Springs and Boulder. 41% hold the CFP certification. Of the 833 with fees on file, 92% charge percentage of assets.

Advisors listed
835
Firms
406
Cities
65
Hold the CFP
41%
  • Other credentials: CFA 10% · CPA 1% · EA 2%
  • How they charge (of 833 with fees on file): percentage of assets 92% · fixed fees 60% · hourly 49% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Colorado (835)

Fee-only advisors serving Colorado: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Sarah Gerber Project and ongoing planning for newlyweds, young families and early-career professionals building a financial foundation, including couples merging finances. Momentum Financial Planning LLC Longmont CFP, AFC Subscription, One-time planning fee
Audrey Morrison Cairn Financial Advisors, LLC Denver CFP, MBA Percentage of assets, Ongoing planning fee
Daniel Yerger MY Wealth Planners Longmont AIF, CFP, ChFC, MBA Ongoing planning fee, Percentage of assets
John McGowan Mandala Financial Advisors Salida CFP, MBA Percentage of assets, Hourly
Robert Persichitte Delagify Financial Arvada CFP, CPA, PFS Flat fee or retainer, Ongoing planning fee
Shane Dennehy CayDen Wealth Management Broomfield BFA, CFP, ChFC Ongoing planning fee, Percentage of assets
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
Jane Young More than Your Money, Inc. Colorado Springs CFP, EA, MBA One-time planning fee
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
Sara Zuckerman Reset Financial Planning LLC Fort Collins CDFA, CFP, MBA Flat fee or retainer, Ongoing planning fee
Ally Ecklund Zestiny Wealth Denver CFP, CPA, CPWA Percentage of assets, Hourly
Brett Polzin Eight Peaks Wealth Management Parker CFP, EA Percentage of assets, Flat fee or retainer
David Gardner Entree Wealth Boulder CFP, EA, MS Percentage of assets, Ongoing planning fee
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
Matthew Kelley Gold Medal Waters, Inc. Boulder AAMS, AIF, CFP Flat fee or retainer, Ongoing planning fee
Nestor Vargas AlignPoint Wealth Denver CFP Flat fee or retainer, Ongoing planning fee
Raquel Hinman Hinman Financial Planning, Inc. Erie CFP, CDFA Percentage of assets, Ongoing planning fee
Steve Cruice Simply Steward, LLC Highlands Ranch CFP, CPA Percentage of assets, Fixed fees
Trent Porter Priority Financial Partners Denver CFP, CPA, MAcc Percentage of assets, One-time planning fee
Zack Gutches True Riches Financial Planning Denver CFP, CPA Flat fee or retainer
DeDe Smolen Innovative Financial, LLC Lakewood CFP, CPA Percentage of assets, Hourly
Dwight Dettloff Winding Trail Financial Planning, LLC Lafayette CFP, CPA, PFS, RICP Percentage of assets
Eddie Liang Downshift Financial Boulder CFP Flat fee or retainer, Ongoing planning fee
Jacob Milder Oak Street Investments Greenwood Village CFP, ChFC, EA Flat fee or retainer, Ongoing planning fee
Jennifer Hernandez Petra Financial Advisors, Inc. Colorado Springs CFA, CFP, EA, MBA Percentage of assets, Hourly
Jon Hsu TrueVector Wealth Advisors Parker CFP, CIMA, EA Flat fee or retainer, One-time planning fee
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
Travis Hughes Downshift Financial Erie CFP, EA Flat fee or retainer, Ongoing planning fee
Eric Walters Summit Hill Wealth Management Greenwood Village CFA, CFP Percentage of assets, Hourly
James Harvey Integrity First Financial Planning, LLC Colorado Springs CFP, CPA, PFS Percentage of assets, Hourly
Matt Bierwirth Resource Design, Inc. Fort Collins CFP, MBA Percentage of assets, Ongoing planning fee
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
Grant Glenn Noble Wealth Partners Denver CFP, CFA Percentage of assets
Jeff Brainard Noble Wealth Partners Denver CFP Percentage of assets
Steve Nading Outbound Financial, Inc. Boulder CFP, CPA Ongoing planning fee, Percentage of assets
Alicia Duong Wealth Engineers Denver CFP Percentage of assets, Ongoing planning fee
Bethany Aylor Peak Asset Management Louisville CFP Percentage of assets
Brent Yanagida Peak Asset Management Louisville CFP Percentage of assets
Dani Parris-Exline Peace of Mind Financial Planning, Inc. Colorado Springs AFC, CFP, CDFA, EA Hourly, Fixed fees
Grant Bugner Peak Asset Management Louisville CFP Percentage of assets
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
Jonathan Horst The Horst Group Denver CFP Percentage of assets, Ongoing planning fee

Firms headquartered in Colorado (336)

All 336 firms in Colorado