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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
R Scott Bills Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Rachel McGuire Crusonia Wealth Advisors Denver CFP, CFA Percentage of assets, Hourly
Rae Beck Bright Road Wealth Management Grand Junction CFP Percentage of assets, Hourly
Randall Roebuck Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Richard Carroll Intentional Wealth Strategies Colorado Springs CFP Percentage of assets, Fixed fees
Richard Dougherty Uniting Wealth Partners Denver CFP Percentage of assets, Fixed fees
Riley Govan Mattern Capital Management Lakewood CFP Percentage of assets, Hourly
Riley Thoubboron Fpfoco Fort Collins CFP Percentage of assets, Fixed fees
Robert Fleck World Capital Advisors Denver CFP Percentage of assets, Hourly
Robert Pierangeli Pathway Financial Advisory Edwards CFP Percentage of assets, Hourly
Robert Tremlett Paramount Associates Wealth Management Greenwood Village CFP, ChFC Percentage of assets, Hourly
Robert Zimberg Financial Mountain Boulder CFP Percentage of assets, Fixed fees
Ryan Csrnko Crusonia Wealth Advisors Denver CFP Percentage of assets, Hourly
Ryan Dow Mattern Capital Management Lakewood CFP Percentage of assets, Hourly
Ryan Jercinovic BXM Wealth Parker CFP Percentage of assets
Samuel Issermoyer Crusonia Wealth Advisors Denver CFP, CFA Percentage of assets, Hourly
Sara Kohr Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Sean O'Reilly FFG Retirement Counseling Centennial CFP Percentage of assets, Fixed fees
Skyler Gillespie Cayden Wealth Management Broomfield CFP Percentage of assets, Hourly
Stefan Jackson Jackson Wealth Management Castle Rock CFP Percentage of assets
Stephen Moore Partners Capital Management Colorado Springs CFP, ChFC Percentage of assets, Fixed fees
Sunisa Motta Inclinevest Greenwood Village CFP Percentage of assets, Hourly
Tanner Sterk Nilsine Partners Greenwood Village CFP Percentage of assets, Fixed fees
Tara Seegers Exceptional Wealth & Family Office Colorado Springs CFP Percentage of assets, Fixed fees
Taylor Dennis Altius Financial Denver CFP Percentage of assets, Hourly
Taylor Jay Sharkey Howes & Javer Denver CFP Percentage of assets, Hourly
Tina Ottersberg To Wealth Boulder CFP Percentage of assets, Fixed fees
Tom Nelson TOM C. Nelson, PHD, Cfp(r) Personal Financial Consultant Broomfield CFP Hourly, Fixed fees
Amel Guigli Capital Financial Group Aurora ChFC Percentage of assets
Brian Goodstadt Paragon Capital Management Denver CFA Percentage of assets, Hourly
Brian Harper Harper Asset Management Longmont CFA Percentage of assets
Charles Brant BZ Wealth Advisors Littleton CFA Percentage of assets, Fixed fees
Clay Anderson Ascendance Wealth Franktown CFA Percentage of assets
Craig Perkins CDP Financial Group Littleton ChFC Percentage of assets, Hourly
Daniel Caycedo Cayden Wealth Management Broomfield ChFC Percentage of assets, Hourly
David Goldstone Condor Capital Wealth Management Denver CFA Percentage of assets, Hourly
David Houle Season Investments Colorado Springs CFA Percentage of assets, Fixed fees
David Jordan Trail Ridge Investment Advisors Fort Collins CFA Percentage of assets, Hourly
David Patston David B. Patston, CPA, CFA Denver CFA Percentage of assets, Hourly
Douglas Terry Alhambra Investment Management Centennial CFA Percentage of assets, Fixed fees
Elliott Orsillo Season Investments Colorado Springs CFA Percentage of assets, Fixed fees
Gregory Casals Black Swift Group Boulder CFA Percentage of assets, Fixed fees
Hannah O'Loughlin Clelland & Company Littleton CFA Percentage of assets, Hourly
James Milroy Owl Creek Wealth Partners Greenwood Village CFA Percentage of assets, Fixed fees
Jason Irving Irving Planning & Investments Centennial ChFC Percentage of assets, Hourly
Jason Napoli High Country Capital Management Montrose ChFC Percentage of assets, Hourly
Jay Ratterman Paragon Capital Management Denver CFA Percentage of assets, Hourly
Jeffrey Sharpe Ardent Investors Colorado Springs CFA Percentage of assets, Fixed fees
Joel Fay Cambridge Financial Advisors Salida ChFC Fixed fees
John Brant BZ Wealth Advisors Littleton CFA Percentage of assets, Fixed fees

Firms headquartered in Colorado (336)

All 336 firms in Colorado