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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
Andrew Dodds Dodds Wealth Greenwood Village CFP Percentage of assets, Hourly
Brennan Pate Dodds Wealth Greenwood Village CFP Percentage of assets, Hourly
Brian Kinney Financial Life Journeys Peyton CFP Percentage of assets, Ongoing planning fee
Brian Sells Peak Financial Advisors Denver CFP Percentage of assets, Fixed fees
Carlie Campuzano Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Charles Dunn Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Charles Tobler Star Financial Services Denver CFP Hourly, Flat fee or retainer
Daniel Meyers Adventure Wealth Ridgway Not listed Percentage of assets, Ongoing planning fee
Debbie Freeman Peak Financial Advisors Denver CFP Percentage of assets, Fixed fees
Derek Wolff Wolff Financial Advisors Broomfield CFP Percentage of assets, Hourly
Emily Lucero Colorado Capital Management Boulder CFP Percentage of assets
Emmanuel Eliason Eliason Wealth Management Centennial CFP Percentage of assets, Fixed fees
Emmett Fehlau-Barton TrueInsights CFO Erie CFP Ongoing planning fee, One-time planning fee
Frederick Ravid Chartered Financial Services Denver ChFC Percentage of assets, Hourly
Gavin Forrest Schaefer Financial Management Centennial CFP Percentage of assets, Hourly
Geoffrey Schaefer Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Grayson Hofferber Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Gregory Anderson GRAnderson Wealth Management Group Denver CFP Percentage of assets, Hourly
Henry Schaefer Schaefer Financial Management Centennial CFP Percentage of assets, Hourly
Jacob Phelps Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Jason Black Colorado Capital Management Boulder CFP Percentage of assets
Jason Brooks Indelible Wealth Group Berthoud CFP Percentage of assets, Hourly
Jeffrey Schaefer Schaefer Financial Management Englewood CFP Percentage of assets, Hourly
John Dodds Dodds Wealth Greenwood Village CFP Percentage of assets, Hourly
John Garmhausen First Look Capital Management Crested Butte CFP, CFA Percentage of assets, Hourly
John Trujillo West End Wealth Management Denver CFP Percentage of assets, Hourly
Kirsten Hollander Schaefer Financial Management Centennial CFP Percentage of assets, Hourly
Lisa Cowan Welch Financial Planning Boulder CFP Percentage of assets, Hourly
Lowell Hansen Schaefer Financial Management Englewood CFP Percentage of assets, Hourly
Mark Perrault Intergy Private Wealth Colorado Springs CFP Percentage of assets, Hourly
Mark Starosciak Infinium Investment Advisors Denver CFP Percentage of assets, Hourly
Mitchell Moore Strong Wealth Colorado Springs Not listed Percentage of assets, One-time planning fee
Norman Alvis Altus Wealth Group Colorado Springs CFA Percentage of assets, Fixed fees
Rebecca Aardal Schaefer Financial Management Centennial CFP Percentage of assets, Hourly
Russell Adelmann Adelmann Financial Colorado Springs CFP Percentage of assets
Ryan Stout Theory Financial Fort Collins CFP Percentage of assets
Sanchi Ranyal Fruitful Denver CFP Percentage of assets, Ongoing planning fee
Scott North Clearpath Legacy Planning Denver Not listed Percentage of assets
Spencer Tracy Principium Investments Boulder Not listed Percentage of assets
Steven Teselle Dorato Capital Management Denver CFP, CFA Percentage of assets, Hourly
Thomas Braun Theory Financial Fort Collins CFP, ChFC Percentage of assets
Thomas Riley Alpha Capital Family Office Greenwood Village CFA Percentage of assets, Fixed fees
Tina Watson One Brick Planning Colorado Springs CFP Percentage of assets, One-time planning fee
Todd Lebor Snowball Wealth Management Boulder CFP Percentage of assets, Flat fee or retainer
Tron Welch Welch Financial Planning Boulder CFP Percentage of assets, Hourly
William Adelmann Adelmann Financial Colorado Springs CFP Percentage of assets
William Snider ONE Advisory Partners Highlands Ranch Not listed Ongoing planning fee, Percentage of assets
Adam Joice Aspen Grove Capital Avon CFP Percentage of assets, Fixed fees
Anthony Lopiccolo Custos Family Office Greenwood Village CFA Percentage of assets, Hourly
Ashley Vice Solitude Financial Denver CFP, CFA Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado