W Wellspent Public advisor graph
Get matched
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
Ryan Cook Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Ryan Finn Apis Financial Group Denver Not listed Percentage of assets, Fixed fees
Ryan Giles Black Swift Group Boulder Not listed Percentage of assets, Fixed fees
Samuel Redman Lotusgroup Advisors Denver Not listed Percentage of assets
Samuel Stacey Nilsine Partners Greenwood Village Not listed Percentage of assets, Fixed fees
Saxon Swindler Whipplewood Advisors Littleton Not listed Percentage of assets, Hourly
Scott Altschul Conexus Capital Management Parker Not listed Percentage of assets, Hourly
Scott Shepherd Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Scott Spangler High Country Capital Management Denver Not listed Percentage of assets, Hourly
Sean Castle Cherry Creek Investment Advisors Englewood Not listed Percentage of assets
Shannon Ross Petra Financial Advisors Colorado Springs Not listed Percentage of assets, Hourly
Shea Winkeller Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Stephanie Schlemeyer Lotusgroup Advisors Denver Not listed Percentage of assets
Stephen Hurt Uniting Wealth Partners Denver Not listed Percentage of assets, Fixed fees
Stephen Murphy Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Steven Henningsen The Wealth Conservancy Boulder Not listed Percentage of assets, Fixed fees
Ted Devoe Millennium Portfolio Advisors Aurora Not listed Percentage of assets, Hourly
Theodore Harris Sachem Hill Boulder Not listed Percentage of assets, Fixed fees
Timothy Barnett Caledonia Wealth Management Boulder Not listed Percentage of assets, Hourly
Timothy Harker BXM Wealth Parker Not listed Percentage of assets
Timothy Lawrence Millennium Portfolio Advisors Englewood Not listed Percentage of assets, Hourly
Timothy Waters Triumph Capital Management Denver Not listed Percentage of assets, Hourly
Toby Martinez Expand Financial Littleton Not listed Percentage of assets, Hourly
Todd Hendrex PVG Asset Management Centennial Not listed Percentage of assets
Tom Lau Envoy Advisory Colorado Springs Not listed Percentage of assets, Hourly
Toni Vaughan Spark Asset Management Group Denver Not listed Percentage of assets
Trevor Tripp Kozak & Tripp Private Asset Management Highlands Ranch Not listed Percentage of assets, Fixed fees
Ty Boggs Resolute Retirement Consulting Highlands Ranch Not listed Percentage of assets, Fixed fees
Tyler Peterson Kindred Financial Lakewood Not listed Percentage of assets, Fixed fees
Vincent Jansen Artificial Alpha Investments Denver Not listed Percentage of assets, Hourly
William Gorman Obermeyer Wealth Partners Aspen Not listed Percentage of assets
Willie Glover Amazonite Investments Fort Collins Not listed Percentage of assets, Hourly
Xavier Lewis Lotusgroup Advisors Denver Not listed Percentage of assets
Zachary Krause Astoria Portfolio Advisors Denver Not listed Percentage of assets, Hourly
Zolly Bowden PVG Asset Management Centennial Not listed Percentage of assets

Firms headquartered in Colorado (336)

All 336 firms in Colorado