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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
Corey Wiederholt Trailpoint Financial Planning, LLC Parker CFP, CPA Percentage of assets, Hourly
Craig Johnston Fiduciary Counsel Englewood Not listed Percentage of assets, Hourly
Daniel Bauer Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Daric Olson PCM Encore Denver Not listed Percentage of assets, Fixed fees
David Johanson Scope Wealth Management Denver CFP Percentage of assets, Hourly
DeeDee Baze DCG Advisory Estes Park CFP, EA Percentage of assets, Hourly
Derrick Watson Stonebridge Capital Advisors Greenwood Village CFP Percentage of assets
Elizabeth Bruer Smith Bruer Colorado Springs CFP, CIMA, MBA Percentage of assets
Ethan Anderson Denewiler Capital Management Denver CFP Percentage of assets
Gregory Lessard Aspen Leaf Wealth Management Golden Not listed Percentage of assets
Jacob Guinn Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
James Boon Jupiter Wealth Management Glendale Not listed Percentage of assets, Fixed fees
James Boon Jupiter Wealth Management Glendale Not listed Percentage of assets, Fixed fees
James King Fruitage Financial Fort Collins CFA Percentage of assets, Hourly
Jason Speciner Financial Planning Fort Collins Fort Collins CFP, EA Percentage of assets, Fixed fees
Jeffrey Brown Shearwater Capital Denver CFA Percentage of assets
Jerry McDonnell Keen Capital Westminster Not listed Percentage of assets, Fixed fees
John Gavin III PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Joseph Schwartz Markle Financial Fort Collins Not listed Percentage of assets, Hourly
Joshua Newell Better Pockets Financial Fort Collins Not listed Percentage of assets, Ongoing planning fee
Justin Arnold WashPark Capital Denver CFP, RICP Percentage of assets
Kevin Shuller Cedar Peak Wealth Advisors Denver CFP, CFA, MBA Percentage of assets, Fixed fees
Kyle DeMers Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Leslie Garske Traction Financial Partners Littleton Not listed Percentage of assets, Hourly
Logan Stelzner PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Michael Dieschbourg Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Michael Lunsford Lunsford Financial Planning Lafayette CFP Percentage of assets, Hourly
Michael Paulus PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Michelle Francis Life Story Financial Arvada Not listed Flat fee or retainer, Percentage of assets
Mikyo Butler Butler Financial Services Denver CFA Hourly
Mitchell Bloom Bloom Financial Westminster Not listed Percentage of assets
Nicholas Coleman Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Nicholas Lenssen Bear Peak Financial Boulder Not listed Percentage of assets, Hourly
Peter Locke InSight Financial Planners Boulder CFP Percentage of assets, Ongoing planning fee
Regina Neenan FPFoCo Fort Collins CFP Percentage of assets, Fixed fees
Richard Mueller Peak Investment Advisors Colorado Springs Not listed Percentage of assets, Hourly
Robert Morrison Downing Street Wealth Management LLC Greenwood Village CFP, CPA/PFS Percentage of assets, Hourly
Robert Schumann Plan & Act Buena Vista CFP Ongoing planning fee
Ronald Stoner Capstone Wealth Management Group Boulder CFP Hourly
Samuel Harnisch Quantitative Financial Strategies Denver CFP, CFA Percentage of assets, Hourly
Samuel Rice PCM Encore Aspen Not listed Percentage of assets, Fixed fees
Sarah Price Bonfire Financial Colorado Springs Not listed Percentage of assets, Ongoing planning fee
Shaun Williams Paragon Capital Management, Ltd. Denver CFA, CFP Percentage of assets, Hourly
Stephanie McElheny Aspen Wealth Strategies Arvada CFP, EA Percentage of assets, Hourly
Stephen Heitzmann Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Stephen Martin Purposeful Financial and Legacy Planning Fort Collins CFP Percentage of assets, Hourly
Susan Einberger Enjoy the Ride: Financial + Life Planning Boulder CFP, EA, MBA Not listed
Timothy Sample Sample Financial Solutions Aurora CFP, MBA Percentage of assets, Hourly
Tristan Smith Bauer Heitzmann Colorado Springs Not listed Percentage of assets
William Brennan Park Hill Financial Planning & Investment Management Denver CFA, CFP Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado