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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
Joseph Brady Rock Financial Planning Arvada CFP Ongoing planning fee, Percentage of assets
Julie McDaniel IMPACTfolio Denver CFP Flat fee or retainer, Ongoing planning fee
Linda Leitz Peace of Mind Financial Planning, Inc Colorado Springs CFP, EA Hourly, Fixed fees
Michael Hake Boulder Wealth Advisors Boulder CFP Percentage of assets, Hourly
Myra Salzer The Wealth Conservancy, Inc. Boulder BS, CFP Ongoing planning fee
Rebecca Kennedy IMPACTfolio Denver CFP Flat fee or retainer, Ongoing planning fee
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Sunit Bhalla OakTree Financial Planning, LLC Fort Collins CFP, MSFP Percentage of assets, Hourly
Thomas Little Yeti Wealth Management Group Highlands Ranch CFP Percentage of assets, One-time planning fee
Hannah Boundy Sherwood Financial Partners Broomfield CFP, CFA Percentage of assets, Hourly
Hannah Steendam Ellevest Lakewood CFP Percentage of assets, Flat fee or retainer
Kayla Benjamin KB Financial Advisors Denver CFP Percentage of assets, Ongoing planning fee
Kyle Kues Snowcap Financial LLC Castle Rock CFP, MBA Percentage of assets, Ongoing planning fee
Michael Hunter Clearpath Legacy Planning Arvada CFP Percentage of assets
Michael Tracy Principium Investments Boulder CFP Percentage of assets
Nicholas Wolverton Peak Financial Management Broomfield CFP Percentage of assets, Hourly
Steve Zakelj Flatirons Wealth Management Boulder CFP Hourly
Ty Johnson Peak Financial Management Broomfield CFP Percentage of assets, Hourly
Alison Yoder Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Brian McKinney Collective Wealth Partners Aurora CFP Percentage of assets, Hourly
Courtney Kenning Destiny Capital Golden CFP Percentage of assets, Flat fee or retainer
Gary Shirman Boulder Wealth Advisors Boulder ChFC Percentage of assets, Hourly
George Sugden Sugden Wealth Management Denver CFP Percentage of assets
James Osborne Bason Asset Management Lakewood CFP Flat fee or retainer, Ongoing planning fee
Jamison White Paller Financial Services Centennial CFP Percentage of assets, Hourly
Jarrod Musick Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Jeremy Busch Keystone Financial Services Loveland CFP Percentage of assets, Fixed fees
John McCorvie Peak Asset Management Louisville CFA Percentage of assets
Joshua Nelson Keystone Financial Services Loveland CFP Percentage of assets, Fixed fees
Julie Pribble Peak Asset Management Louisville CFA Percentage of assets
Justin Hobbs Rivertree Wealth Denver CFP Percentage of assets
Mark Paller Paller Financial Services Centennial CFP Percentage of assets, Hourly
Nicholas Weisert 46° North Financial Denver CFP Percentage of assets, One-time planning fee
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Scott Bennett IWR Advisors Denver CFP Percentage of assets
Tara Hefty Peak Asset Management Louisville CFA Percentage of assets
Timothy Burt Peak Asset Management Louisville CFA Percentage of assets
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Aaron Tice Delphi Wealth Partners Grand Junction CFP Percentage of assets, Hourly
Allison De Graaf Peak Planning Group Centennial CFP Percentage of assets, Hourly
Brian Colvert Bonfire Financial Colorado Springs CFP Percentage of assets, Ongoing planning fee
Brian Rudd Advice-only fiduciary planning for early- and mid-career professionals and DIY investors who want clear, unbiased guidance. Kickstart Financial Planning LLC Parker Not listed One-time planning fee, Hourly
Clint Thomas Integrity Wealth Solutions Denver CFP Flat fee or retainer, One-time planning fee
Edwin Janeczek Altus Wealth Group Colorado Springs CFP Percentage of assets, Fixed fees
Erik Baskin Baskin Financial Planning Colorado Springs CFP Percentage of assets, Fixed fees
Justina Welch Integrity Wealth Solutions Denver CFP Flat fee or retainer, One-time planning fee
Kaleb Paddock Ten Talents Financial Planning Parker CFP Percentage of assets, Ongoing planning fee
Kyle Boucher PCM Encore Colorado Springs CFP Percentage of assets, Fixed fees
Louis Patierno Peak Planning Group Centennial CFP, ChFC Percentage of assets, Hourly
Madeline Barconi Breakwater Capital Group Denver CFP, ChFC Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado