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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
Doug Morris Sachem Hill Denver CFP Percentage of assets, Fixed fees
Drew Frank Wedmont Private Capital Boulder CFP Fixed fees
Elizabeth Landsinger Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Ellen Powers Partners Capital Management Colorado Springs CFP Percentage of assets, Fixed fees
Eric Courage Margin Denver CFP Percentage of assets, Hourly
Eric Jackson Best Life Infinity Colorado Springs CFP, ChFC, PFS Percentage of assets, Hourly
Gavin Ganzkow Best Life Infinity Colorado Springs CFP Percentage of assets, Hourly
Glenn Hermanson Hoffmann Hermanson Denver CFP Percentage of assets
Harold Kirschner Callahan Capital Management Centennial CFP Percentage of assets
Hayden Porter Obermeyer Wealth Partners Aspen CFP Percentage of assets
Holly Pickens J.F. Williams Denver CFP Percentage of assets, Hourly
Jacqueline Silvis Wrenne Financial Planning Loveland CFP Fixed fees
Jaimee Carnes Elderado Financial Montrose CFP Percentage of assets, Hourly
James Brost Intelligent Investment Management Durango CFP Percentage of assets
James Morgan James Morgan Asset Management Broomfield CFP Percentage of assets, Hourly
Jason Alderson Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Jennifer Quire Wrenne Financial Planning Boulder CFP Fixed fees
Jennifer Sherman Trail Ridge Investment Advisors Fort Collins CFP Percentage of assets, Hourly
Joel Johnson JPL Wealth Management Highlands Ranch CFP Percentage of assets, Fixed fees
John Holtkamp JHP Wealth Management Centennial CFP, CFA Percentage of assets
Jonathan Forbes Petra Financial Advisors Colorado Springs CFP Percentage of assets, Hourly
Joseph Hubbard Whipplewood Advisors Littleton CFP Percentage of assets, Hourly
Joshua Deloach Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Karlton Childress Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Kelly Elsensohn Crusonia Wealth Advisors Castle Rock CFP Percentage of assets, Hourly
Kristy Visconti Libra Wealth Bayfield CFP Hourly, Fixed fees
Kyle Kirk Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Lawrence Howes Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Lefteri Melonakis Melonakis Financial Thornton CFP Percentage of assets
Lesley Shiffrin Orographic Financial Advisors Denver CFP Percentage of assets, Hourly
Lisa Malick Petra Financial Advisors Colorado Springs CFP Percentage of assets, Hourly
Madeline Kleinman Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Madeline Testwuide Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Martin Knous Flagstone Financial Advisors Basalt CFP Percentage of assets, Hourly
Matthew Elliott J.F. Williams Denver CFP Percentage of assets, Hourly
Matthew Haertzen Francis Financial Del Norte CFP, CFA Percentage of assets, Hourly
Melissa Hoyer The Wealth Conservancy Boulder CFP Percentage of assets, Fixed fees
Melissa McGOWAN Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Michael Williams Altius Financial Westcliffe CFP Percentage of assets, Hourly
Nathan Burke Syntegra Private Wealth Group Golden CFP Percentage of assets, Fixed fees
Ned Meloni Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Nichole Ruth Exceptional Wealth & Family Office Colorado Springs CFP Percentage of assets, Fixed fees
Nicole Baranda Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Patrick Rudy JPL Wealth Management Greenwood Village CFP, CFA Percentage of assets, Fixed fees
Paul Bishop Exceptional Wealth & Family Office Colorado Springs CFP Percentage of assets, Fixed fees
Paul Monax Agile Wealth Littleton CFP Percentage of assets, Hourly
Perry Mattern Mattern Capital Management Lakewood CFP Percentage of assets, Hourly
Peter Dillon United Wealth Management Colorado Springs CFP Percentage of assets, Hourly
Phil Jacobson Synergy Financial Partners Denver CFP, ChFC Percentage of assets, Fixed fees
Phillip Weber Zeit Capital Advisors Greenwood Village CFP Percentage of assets

Firms headquartered in Colorado (336)

All 336 firms in Colorado