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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
Ashlie Bostick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Ben Loeffler Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Brian Fraser Canyon Creek Investment Advisors Fruita CFA Percentage of assets, Hourly
Brian Rettig Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Christian Johnson Capital Investment Counsel Denver CFP Percentage of assets
Coleman Shwayder 7Two Denver CFP Percentage of assets, Fixed fees
David Berg Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
David Darmour Cornerstone Investment Advisors Boulder CFP, CFA Percentage of assets, Hourly
Declan Lane Capital Investment Counsel Denver CFP Percentage of assets
Dennis Channer Cornerstone Investment Advisors Boulder CFP Percentage of assets, Hourly
Ethan Braid High Pass Asset Management Denver CFA Percentage of assets, Hourly
Gary Lutes Tillman Hartley Denver CFA Percentage of assets, Fixed fees
Gregory Brown G&S Capital Denver CFA Percentage of assets, Hourly
Heather Holtzinger RoseCap Financial Advisors Denver CFP Percentage of assets
Jake Johnson Capital Investment Counsel Denver CFP Percentage of assets
James Carr Keystone Global Partners Denver Not listed Percentage of assets
Jennifer McElderry Paller Financial Services Centennial Not listed Percentage of assets, Hourly
Jennifer Walenter Keystone Financial Services Loveland Not listed Percentage of assets, Fixed fees
Jeremy Shevlin Toro West Capital Advisors Louisville CFP Percentage of assets, Fixed fees
Jonathan Stirling Westwind Capital Centennial Not listed Percentage of assets
Kevin McNab ACE Wealth Partners Westminster CFP, ChFC Percentage of assets, Hourly
Kevin Schwall Tillman Hartley Denver CFA Percentage of assets, Fixed fees
Maia Babbs Lariat Wealth Management Denver CFA Percentage of assets
Mark Schumacher Third Day Capital Denver CFA Percentage of assets
Matthew Dupree Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Michael Olafsson IWR Advisors Denver Not listed Percentage of assets
Michael Stevenson Keystone Financial Services Loveland Not listed Percentage of assets, Fixed fees
Nichole Graham Regista Financial Strategies Denver CFP Percentage of assets, Hourly
Philip Luccock Financially Speaking Greenwood Village CFP Percentage of assets, Fixed fees
Sanay Patel Purpose Wealth Longmont Not listed Flat fee or retainer, Ongoing planning fee
Sierra Merrick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Stelianos Elenis High Pass Asset Management Denver CFA Percentage of assets, Hourly
Stephen Dreiling Capital Investment Counsel Denver CFP Percentage of assets
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Vincent Hourigan Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Aaron Anderson FIT Asset Management Centennial CFP, ChFC Percentage of assets, Fixed fees
Adrian Hovey Clear Capital Management Westminster CFP Percentage of assets, Hourly
Alexandra Boyles Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Ann Boon Jupiter Wealth Management Glendale Not listed Percentage of assets, Fixed fees
Arlen Olberding Guidepost Financial Planning Fort Collins CFP, MBA Percentage of assets, Hourly
Betty Wang BW Financial Planning Denver CFP, RICP, TPCP Not listed
Brenda Lammers Altus Wealth Group Colorado Springs Not listed Percentage of assets, Fixed fees
Brian Aberle Aberle Investment Management Eagle CFP Percentage of assets, Hourly
Brian Joyce Intelligent Investing Loveland CFP Percentage of assets
Chad Young Young Financial Planning Lafayette Not listed Flat fee or retainer, Percentage of assets
Chris Franz Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Christopher Baxter Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Conmy Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Davis Brightwork Wealth Management Colorado Springs CFP Percentage of assets
Clinton Edgar Better Pockets Financial Fort Collins Not listed Percentage of assets, Ongoing planning fee

Firms headquartered in Colorado (336)

All 336 firms in Colorado