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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
John Riddle Brand Asset Management Group Castle Rock CFA Percentage of assets, Fixed fees
Joseph Pecoraro PVG Asset Management Centennial CFA Percentage of assets
Justin Apt Owl Creek Wealth Partners Greenwood Village CFA Percentage of assets, Fixed fees
Lawrence Orgill Paragon Capital Management Denver CFA Percentage of assets, Hourly
Mark Kerwood Trail Ridge Investment Advisors Fort Collins CFA Percentage of assets, Hourly
Nicholas Barnes Obermeyer Wealth Partners Aspen CFA Percentage of assets
Richard Fangen Cimarron Wealth Management Montrose ChFC Percentage of assets, Fixed fees
Richard Stark Compass Capital Management Englewood CFA Percentage of assets, Fixed fees
Roger Hennefeld Obermeyer Wealth Partners Aspen CFA Percentage of assets
Sean Butson DC Capital Management Dillon CFA Percentage of assets, Hourly
Sheri Baker Expand Financial Littleton PFS Percentage of assets, Hourly
Steven Knous Flagstone Financial Advisors Basalt PFS Percentage of assets, Hourly
Thomas Paulson Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA Loveland PFS Percentage of assets, Hourly
Timothy Shasserre Black Swift Group Boulder CFA Percentage of assets, Fixed fees
Adam Ermel Advisers Investment Management Colorado Springs Not listed Percentage of assets, Hourly
Adam Savin Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Adam Vrablec Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Adlai McMahon Cimarron Wealth Management Gunnison Not listed Percentage of assets, Fixed fees
Alecia Fisher Dougherty Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Alexandra Phillips Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Alfredo Miranda Cantata Wealth Management Denver Not listed Percentage of assets, Fixed fees
Allison Irving Irving Planning & Investments Centennial Not listed Percentage of assets, Hourly
Amanda McIntosh Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Amber Anderson Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Andrew Klein Paramount Associates Wealth Management Greenwood Village Not listed Percentage of assets, Hourly
Andrew Niedermeier Bernard Wealth Management Lone Tree Not listed Percentage of assets, Hourly
Andy McClaflin Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Anthony Bettencourt Wolf & Raven Private Wealth Aurora Not listed Percentage of assets, Hourly
Antonio Antunes Antunes International Investment Management Glenwood Springs Not listed Percentage of assets, Hourly
Ashley Dejulio Cimarron Wealth Management Gunnison Not listed Percentage of assets, Fixed fees
Ashley Papa Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Benjamin Michalski Paragon Capital Management Denver Not listed Percentage of assets, Hourly
Beth Walker Exceptional Wealth & Family Office Colorado Springs Not listed Percentage of assets, Fixed fees
Blair Quinn Alpine Wealth Advisors Denver Not listed Percentage of assets
Blake Luehlfing Intentional Wealth Strategies Colorado Springs Not listed Percentage of assets, Fixed fees
Blake Wilson Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Bradley Blankenship Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Brandon Drespling Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Brent McGibbon Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Brent Sharpe Ardent Investors Colorado Springs Not listed Percentage of assets, Fixed fees
Bret Hirsh Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Brett Bills Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Brett Hickman VSI Capital Group Foxfield Not listed Percentage of assets, Hourly
Brian Berenz Berenz Wealth Management Littleton Not listed Percentage of assets, Hourly
Brian Brady Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Brian Frew BXM Wealth Parker Not listed Percentage of assets
Brian McAuliffe Lotusgroup Advisors Denver Not listed Percentage of assets
Brian Minturn Norton-Barkley Asset Management Denver Not listed Percentage of assets
Brian Nienhaus Vital Investment Management Loveland Not listed Percentage of assets, Hourly
Brian Stark Triumph Capital Management Denver Not listed Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado