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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
Lincoln Anderson Cimarron Wealth Management Gunnison Not listed Percentage of assets, Fixed fees
Lindsay Lingo Planwiser Financial Colorado Springs Not listed Percentage of assets, Hourly
Lisa Durant Lion's EYE Wealth Montrose Not listed Percentage of assets
Logan Alley Advisers Investment Management Walsh Not listed Percentage of assets, Hourly
Logan Haag Season Investments Colorado Springs Not listed Percentage of assets, Fixed fees
Lucas Laudick Advisers Investment Management Colorado Springs Not listed Percentage of assets, Hourly
Maithreyi Gopalakrishnan Liquidifi Superior Not listed Percentage of assets, Hourly
Marcus Crawshaw The William Allan Fort Collins Not listed Percentage of assets, Hourly
Mark Genereux Genereux Investment Management Steamboat Springs Not listed Percentage of assets
Maryan Jaross Gold Medal Waters Louisville Not listed Percentage of assets, Fixed fees
Matthew Ladley Obermeyer Wealth Partners Steamboat Springs Not listed Percentage of assets
Matthew Popish Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Matthew Snow Cambridge Financial Advisors Salida Not listed Fixed fees
Max Jelle Salus Financial Advisors Denver Not listed Percentage of assets, Hourly
Maya Dammen Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Meghan Ide Crusonia Wealth Advisors Denver Not listed Percentage of assets, Hourly
Melissa Going The William Allan Fort Collins Not listed Percentage of assets, Hourly
Michael Borelli Downing Street Wealth Management Greenwood Village Not listed Percentage of assets, Hourly
Michael Davignon CDP Financial Group Littleton Not listed Percentage of assets, Hourly
Mona Feeley Whipplewood Advisors Littleton Not listed Percentage of assets, Hourly
Natalie Neaton Expand Financial Littleton Not listed Percentage of assets, Hourly
Nathan Friend Friend Financial Group Thornton Not listed Percentage of assets, Fixed fees
Nathan Manes Elderado Financial Montrose Not listed Percentage of assets, Hourly
Nicholas Pirnack Lotusgroup Advisors Denver Not listed Percentage of assets
Owen Wilson Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Parveen Gupta Mattern Capital Management Lakewood Not listed Percentage of assets, Hourly
Patricia McNamara Cherry Creek Investment Advisors Englewood Not listed Percentage of assets
Patrick Adams PVG Asset Management Centennial Not listed Percentage of assets
Patrick Mickelson Dendrite Capital Highlands Ranch Not listed Percentage of assets
Paul Nelson Advisers Investment Management Colorado Springs Not listed Percentage of assets, Hourly
Peter Gabriel Cambridge Financial Advisors Buena Vista Not listed Fixed fees
Peter Johnson Callahan Capital Management Steamboat Springs Not listed Percentage of assets
Peter Loritz Trail Ridge Investment Advisors Fort Collins Not listed Percentage of assets, Hourly
Quintan Kocher Expand Financial Littleton Not listed Percentage of assets, Hourly
Raphael Martorello Lotusgroup Advisors Denver Not listed Percentage of assets
Raul Chavez RCH Fields Family Wealth Management Denver Not listed Percentage of assets, Hourly
Rebekah Brooks Noble Wealth Partners Denver Not listed Percentage of assets, Hourly
Reid McIntyre Financial Mountain Boulder Not listed Percentage of assets, Fixed fees
Richard Anderson Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Richard Pearce Prosper Financial Colorado Springs Not listed Percentage of assets, Hourly
Richard Simmons Simmons & Associates Broomfield Not listed Hourly, Fixed fees
Richard Whipple Whipplewood Advisors Littleton Not listed Percentage of assets, Hourly
Rick Hadrava Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Robert Fillmore Synergy Financial Partners Denver Not listed Percentage of assets, Fixed fees
Robin Bess Cambridge Financial Advisors Salida Not listed Fixed fees
Roger Sample Sample Financial Advisers Fort Collins Not listed Percentage of assets
Rollyn Wild Advisers Investment Management Colorado Springs Not listed Percentage of assets, Hourly
Ronald New Whipplewood Advisors Littleton Not listed Percentage of assets, Hourly
Ryan Cashman Mattern Capital Management Lakewood Not listed Percentage of assets, Hourly
Ryan Collopy Obermeyer Wealth Partners Avon Not listed Percentage of assets

Firms headquartered in Colorado (336)

All 336 firms in Colorado