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
Meera Meyer Full Body Finance Boulder CFP Ongoing planning fee
Peter Pittman Aspen Leaf Wealth Management Golden CFP Percentage of assets
Spencer Wynant Peak Planning Group Centennial CFP Percentage of assets, Hourly
Thomas Jennings Keen Capital Westminster CFP Percentage of assets, Fixed fees
Tucker Weppner Sanderson Wealth Management Denver CFP Percentage of assets
Andrew Kelleher Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Anthony McEahern Gilpin Wealth Management Golden CFP Percentage of assets, Hourly
Benjamin Weaver BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Brian Lichtenheld BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Cassidy Steck Peak Asset Management Louisville Not listed Percentage of assets
Christian West Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Christy Kong-Eaton Red Lady Capital Crested Butte CFA Percentage of assets
Craig Morgan Colmina Colorado Springs CFP Percentage of assets, Hourly
David Ybarra Aspired Wealth Loveland CFP Flat fee or retainer, One-time planning fee
Donald Dority Narrow Path Financial Fort Collins CFP, PFS Percentage of assets
Emily Dyer-Wolfe Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Jason Foster Peak Asset Management Louisville Not listed Percentage of assets
Jason Taylor Taylor's Financial Fort Collins CFP Percentage of assets, Fixed fees
Joel Cavaliere Blue Heron Capital Englewood CFP Percentage of assets, Hourly
John Glasman Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Jonathan Fecko Elevate Wealth Management Littleton CFP Percentage of assets, Hourly
Jonathan Zeschin Essential Investment Partners Englewood CFP Percentage of assets
Joshua Rigden Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Julie Martinez BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Justin Soucie G&S Capital Denver CFP Percentage of assets, Hourly
Kathrin Biscornet BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lily Beitel-Horton BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lindy Yoshida BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lisa Isaacson Canyon Creek Investment Advisors Montrose CFP, PFS Percentage of assets, Hourly
Logan Richard Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Louis Harris G&S Capital Denver CFP Percentage of assets, Hourly
Lynda Gregory Boulder Canyon Financial Lafayette CFP Percentage of assets
Matthew Knuth Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Michel Swanson Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Noel Bennett Peak Asset Management Louisville Not listed Percentage of assets
Olivia Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Peter Hedberg Peak Asset Management Louisville Not listed Percentage of assets
Raliegh Riddoch BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Ryan Williams G&S Capital Denver CFP Percentage of assets, Hourly
Samuel Tenney Fidelis Wealth Advisors Castle Rock CFP Percentage of assets, Fixed fees
Sophia Berglund Peak Asset Management Louisville Not listed Percentage of assets
Steven Szafranski BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Tami Carroll BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Terry Robinette Peak Asset Management Louisville Not listed Percentage of assets
Timothy Wojtalik BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
William Shriver Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
William Stordahl Stordahl Capital Management Greenwood Village CFP Percentage of assets, Hourly
Abigail Kovach Kovach Financial Planning, LLC. Lafayette CFP Ongoing planning fee, One-time planning fee
Andrea Searle Schaefer Financial Management Centennial CFP Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado