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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
William Coughlin Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
William Donohue FIT Asset Management Centennial CFP Percentage of assets, Fixed fees
Aaron Deitz BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Adrian Kowal Equity Financial Management Denver Not listed Percentage of assets
Adrien Vanpoperinghe Lybis Investing Broomfield Not listed Percentage of assets, Hourly
April Horace G&S Capital Denver Not listed Percentage of assets, Hourly
Benjamin Cannon Tillman Hartley Denver Not listed Percentage of assets, Fixed fees
Caspian Campaigne Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Daniel Gamache KilterHowling Littleton CFA Percentage of assets
Darin Snow Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
David Wolf BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Dmitry Popov BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Elizabeth Mott Tillman Hartley Denver Not listed Percentage of assets, Fixed fees
Ethan Corman RoseCap Financial Advisors Grand Junction CFA Percentage of assets
Gil Berman Gil Berman Financial Adviser Boulder Not listed Hourly
Gregory Watson Cedarwood Wealth Highlands Ranch Not listed Percentage of assets
Harold Classick Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Hayden Hawkey Beck Bode Parker Not listed Percentage of assets, Fixed fees
Jason Aluague Haynie Wealth Management Fort Collins Not listed Percentage of assets
Jeffrey Bullock Cedarwood Wealth Highlands Ranch Not listed Percentage of assets
Jesse Poznikowich Aspen Grove Capital Avon CFA Percentage of assets, Fixed fees
John Fitzgerald Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Jordan Ney Blue Water Wealth Denver Not listed Percentage of assets, Fixed fees
Julia Wentworth BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Karley Fidani Fidelis Wealth Advisors Castle Rock Not listed Percentage of assets, Fixed fees
Katherine St Onge BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Kreighton Bieger KilterHowling Boulder CFA Percentage of assets
Laura Schmidt Higgins & Schmidt Wealth Strategies Denver Not listed Percentage of assets
Lauren Procknow Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Leo Kraunelis Aspen Grove Capital Avon CFA Percentage of assets, Fixed fees
Linda Gardner Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Matthew Samek BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Michael Haines Essential Investment Partners Englewood Not listed Percentage of assets
Molly Devnani BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Natalie Miller Aspen Grove Capital Denver CFA Percentage of assets, Fixed fees
Nathan Dutzmann Round Table Investment Strategies Littleton Not listed Percentage of assets, Fixed fees
Nicholas Rotello 7Two Denver CFA Percentage of assets, Fixed fees
Noah Krier Stordahl Capital Management Greenwood Village Not listed Percentage of assets, Hourly
Olivia Otoole BSW Wealth Partners Boulder Not listed Percentage of assets, Hourly
Rolfe Spiegel Three Waters Financial Ignacio Not listed Percentage of assets, Flat fee or retainer
Scott Jensen G&S Capital Denver Not listed Percentage of assets, Hourly
Timothy Kulick Denver Private Wealth Management Centennial Not listed Percentage of assets, Hourly
Travis Wall Fidelis Wealth Advisors Castle Rock Not listed Percentage of assets, Fixed fees
Trevor Schimschock KilterHowling Boulder CFA Percentage of assets
William Stites KilterHowling Boulder CFA Percentage of assets
Zachary Roberts Blue Heron Capital Englewood Not listed Percentage of assets, Hourly
Aaron Connell One Brick Planning Greenwood Village Not listed Percentage of assets, One-time planning fee
Andrew Gilson Colorado Capital Management Boulder Not listed Percentage of assets
Bart Skidmore Bart A. Skidmore, CPA Denver Not listed Hourly, Flat fee or retainer
Benjamin Sartin The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee

Firms headquartered in Colorado (336)

All 336 firms in Colorado