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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
Brooks Adams Capital Financial Group Johnstown Not listed Percentage of assets
Bruce Amman PVG Asset Management Centennial Not listed Percentage of assets
Bryan Jepson Targeted Wealth Solutions Colorado Springs Not listed Percentage of assets, Hourly
Cade Hengel Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Cara Lidgett Ironview Capital Management Colorado Springs Not listed Percentage of assets, Hourly
Caroline Duke Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Carter Hall Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Casey Vader Steele Street Private Wealth Management Denver Not listed Percentage of assets, Hourly
Charles Clark CLC Capital Management Grand Junction Not listed Percentage of assets
Charles Eberly Sevenbridge Financial Group Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Hillier Expand Financial Littleton Not listed Percentage of assets, Hourly
Christopher Kozak Kozak & Tripp Private Asset Management Highlands Ranch Not listed Percentage of assets, Fixed fees
Christopher Muecke Salida Financial Advice and Planning Salida Not listed Fixed fees
Clark Milner Best Life Infinity Colorado Springs Not listed Percentage of assets, Hourly
Colin Shepherd Salus Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Connor Crockett Kozak & Tripp Private Asset Management Highlands Ranch Not listed Percentage of assets, Fixed fees
Cory Robinson Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Craig Lathram Lathram Financial Group Avon Not listed Percentage of assets, Fixed fees
Craig Wolverton Four Seasons Investment Advisors Montrose Not listed Percentage of assets
Crystal Karstens Petra Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Daniel Barton Sachem Hill Denver Not listed Percentage of assets, Fixed fees
Daniel Carnes Elderado Financial Montrose Not listed Percentage of assets, Hourly
Daniel Figliola Alpine Capital Partners Thornton Not listed Percentage of assets, Hourly
Daniel Katz Steele Street Private Wealth Management Denver Not listed Percentage of assets, Hourly
Daniel Maurer DWM Family Wealth Castle Rock Not listed Percentage of assets, Hourly
Daniel Mayer Triumph Capital Management Denver Not listed Percentage of assets, Hourly
David Halseth Consilium Boulder Not listed Percentage of assets, Fixed fees
David Lampe Lampe Financial Group Littleton Not listed Percentage of assets, Hourly
David Shepard Callahan Capital Management Steamboat Springs Not listed Percentage of assets
David Trigg Trail Ridge Investment Advisors Fort Collins Not listed Percentage of assets, Hourly
Debra Whitmore Whitmore Financial Planning Creede Not listed Hourly
Derek Eichenwald Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Dillon Goodman Vital Investment Management Loveland Not listed Percentage of assets, Hourly
Donald Byrne Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Eduardo Rondon Shadowfax Investments Westminster Not listed Percentage of assets, Performance-based fees
Edward Simon Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Edward Wuenschell World Capital Advisors Denver Not listed Percentage of assets, Hourly
Eli LaVaude Finesse Funds Basalt Not listed Percentage of assets, Hourly
Emily Green Hinman Financial Planning Erie Not listed Percentage of assets, Fixed fees
Emma Haman Exceptional Wealth & Family Office Colorado Springs Not listed Percentage of assets, Fixed fees
Eric Lybarger Evergreen Investing Castle Pines Not listed Percentage of assets, Fixed fees
Frederick Cron Frederick H. Cron Englewood Not listed Percentage of assets, Hourly
Gary Wagner Crusonia Wealth Advisors Denver Not listed Percentage of assets, Hourly
Gerard Gloisten Core Wealth Partners Lyons Not listed Percentage of assets
Gina Gentilini Finer Wealth Management Boulder Not listed Percentage of assets, Hourly
Glenn Edwards Alpine Financial Advisers Golden Not listed Percentage of assets, Fixed fees
Glenn Wager Wager Wealth Management and Financial Planning Longmont Not listed Percentage of assets, Hourly
Gregg Denhoffer Conexus Capital Management Parker Not listed Percentage of assets, Hourly
Gregory Bakke Expand Financial Littleton Not listed Percentage of assets, Hourly
Gregory Schowe Triumph Capital Management Denver Not listed Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado