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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
Harold Croley Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Jack Hastings Ascend Private Wealth Management Fort Collins Not listed Percentage of assets
Jack Mannschreck Trail Ridge Investment Advisors Fort Collins Not listed Percentage of assets, Hourly
Jacob Allen Salus Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Jamar Anderson Triumph Capital Management Denver Not listed Percentage of assets, Hourly
James Barnum Bright Road Wealth Management Denver Not listed Percentage of assets, Hourly
James Monti The William Allan Fort Collins Not listed Percentage of assets, Hourly
James Mulzer Planwiser Financial Colorado Springs Not listed Percentage of assets, Hourly
James Peters Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Janet Elder Elderado Financial Montrose Not listed Percentage of assets, Hourly
Jason Baer Centerpiece Wealth Advisor Greenwood Village Not listed Percentage of assets
Jason Crawshaw The William Allan Fort Collins Not listed Percentage of assets, Hourly
Jeffrey Kadavy Trail Ridge Investment Advisors Fort Collins Not listed Percentage of assets, Hourly
Jeffrey Susman Obermeyer Wealth Partners Denver Not listed Percentage of assets
Jennifer Boyle Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Jerry Hoffmann Hoffmann Hermanson Denver Not listed Percentage of assets
Jesse Stubbs Stubbs Investments Erie Not listed Percentage of assets, Hourly
Jim Elder Elderado Financial Montrose Not listed Percentage of assets, Hourly
Joel Top Planwiser Financial Colorado Springs Not listed Percentage of assets, Hourly
John Alpers Cosner Financial Group Broomfield Not listed Percentage of assets, Hourly
John Blanks Cornet Capital Telluride Not listed Hourly, Fixed fees
John Brant BZ Wealth Advisors Littleton Not listed Percentage of assets, Fixed fees
John Brunkan Innovative Financial Lakewood Not listed Percentage of assets, Hourly
John Eckersley Simplicifi Monument Not listed Percentage of assets
John Hamel Austec Wealth Management Stratton Not listed Percentage of assets, Hourly
John Kazanjian Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
John McCollum Callahan Capital Management Steamboat Springs Not listed Percentage of assets
John Ooyen Bright Future Advisors Nederland Not listed Percentage of assets, Hourly
John Schibli Lane Generational Steamboat Springs Not listed Percentage of assets, Hourly
Jonathan Cooper Joy Equity Management Boulder Not listed Percentage of assets, Hourly
Jonathan Shedd Fire Wealth Management Colorado Springs Not listed Percentage of assets, Fixed fees
Jonathan Skorich Coah Financial Colorado Springs Not listed Percentage of assets, Fixed fees
Joseph Duran Wincap Financial Fort Collins Not listed Percentage of assets
Joseph Mascioli Berenz Wealth Management Littleton Not listed Percentage of assets, Hourly
Justin Boyle Benefit Investing Denver Not listed Hourly, Fixed fees
Justin Ferraccio Sevenbridge Financial Group Greenwood Village Not listed Percentage of assets, Fixed fees
Justin McKenna High Country Capital Management Montrose Not listed Percentage of assets, Hourly
Katherine Haynes Atwood Financial Planning Fort Collins Not listed Hourly, Fixed fees
Katherine Tehanu Sorensen Financial Management Denver Not listed Percentage of assets
Kellie Beiers Aspen Wealth Strategies Arvada Not listed Percentage of assets, Hourly
Kelly Freeman Mattern Capital Management Lakewood Not listed Percentage of assets, Hourly
Kenneth Denicolo Legacy Edge Advisors Lakewood Not listed Percentage of assets, Hourly
Kenneth Ransford Finesse Funds Basalt Not listed Percentage of assets, Hourly
Kim Brown Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Kristine Quine Exceptional Wealth & Family Office Colorado Springs Not listed Percentage of assets, Fixed fees
Kyle Householder Petra Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Lane Weintraub Prima Wealth Highlands Ranch Not listed Percentage of assets
Larry Gurewitz The William Allan Fort Collins Not listed Percentage of assets, Hourly
Lawrence Buchholz Spectrum Wealth Management Meredith Not listed Percentage of assets, Hourly
Leah Copertino Go Fish Finance Louisville Not listed Hourly, Fixed fees

Firms headquartered in Colorado (336)

All 336 firms in Colorado