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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
Shari Carlson Unity Wealth Strategies Colorado Springs Not listed Ongoing planning fee, One-time planning fee
Stephen Warren Causey Wealth Greenwood Village Not listed Percentage of assets, Hourly
Aaron Leatherwood Centerpiece Wealth Advisor Greenwood Village CFP, PFS Percentage of assets
Adam Barringer BXM Wealth Parker CFP Percentage of assets
Adam Blumberg Protocol Wealth Denver CFP Percentage of assets, Hourly
Adam Miller Elderado Financial Montrose CFP Percentage of assets, Hourly
Adam Van Wert J.F. Williams Denver CFP Percentage of assets, Hourly
Alexander Leonida Capital Financial Group Littleton CFP Percentage of assets
Amanda Depriest Mattern Capital Management Lakewood CFP Percentage of assets, Hourly
Amy Warrender Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Andrew Davis Seamless Financial Planning Littleton CFP Percentage of assets, Fixed fees
Anna Bhai Brooklyn FI Denver CFP Percentage of assets, Hourly
Anna Buckley Obermeyer Wealth Partners Aspen CFP Percentage of assets
Anthony Coppola Sachem Hill Denver CFP Percentage of assets, Fixed fees
Ben McLintock Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Blake Barnett FFG Retirement Counseling Centennial CFP Percentage of assets, Fixed fees
Bo Pihl Orographic Financial Advisors Avon CFP, CFA Percentage of assets, Hourly
Bradley Conover Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Bradley Noland Louis Henry Wealth Management Denver CFP Percentage of assets
Brandon Bineau Owl Creek Wealth Partners Greenwood Village CFP Percentage of assets, Fixed fees
Brendon Smith Mattern Capital Management Lakewood CFP Percentage of assets, Hourly
Brett Spurr Spurr Financial Planning Salida CFP Percentage of assets, Hourly
Brian Littlejohn Sherwood Wealth Management Basalt CFP, CFA Percentage of assets, Hourly
Brooke Gais Obermeyer Wealth Partners Aspen CFP Percentage of assets
Bryon Geman Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Camaron Barta BXM Wealth Parker CFP Percentage of assets
Charles Hawes Legacy Edge Advisors Lakewood CFP Percentage of assets, Hourly
Christine Wang Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Christopher Kolker Triumph Capital Management Denver CFP Percentage of assets, Hourly
Christopher Long Intentional Wealth Strategies Colorado Springs CFP, CFA Percentage of assets, Fixed fees
Cindy Bragdon Vital Investment Management Loveland CFP Percentage of assets, Hourly
Collin Schmidt Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Connor Law Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Conor Jonasson Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Cory Hassenstab Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Cory Underwood Crusonia Wealth Advisors Denver CFP, CFA Percentage of assets, Hourly
Dana Cornell Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Dana Nightingale Obermeyer Wealth Partners Aspen CFP, CFA Percentage of assets
Daniel Bereck Financial Consulting Associates Boulder CFP Percentage of assets, Hourly
Daniel Lovett Lovett Investment Consulting Steamboat Springs CFP Fixed fees
Daniel McCaslin Evolution Vision Wealth Management Glenwood Springs CFP Percentage of assets
Daniel Weeks Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
David Baysinger Crusonia Wealth Advisors Castle Rock CFP Percentage of assets, Hourly
David Day Gold Medal Waters Denver CFP Percentage of assets, Fixed fees
David Eads Vital Investment Management Loveland CFP Percentage of assets, Hourly
David Jones Trail Ridge Investment Advisors Fort Collins CFP Percentage of assets, Hourly
David McMillan Caledonia Wealth Management Boulder CFP Percentage of assets, Hourly
Derek Lawson Priority Financial Partners Durango CFP Percentage of assets, Hourly
Devin Pope Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Donald Loyd Loyd Financial Management Centennial CFP Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado