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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
Benjamin Teselle Dorato Capital Management Denver Not listed Percentage of assets, Hourly
Braiden Miller Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Brent Lee Dodds Wealth Greenwood Village Not listed Percentage of assets, Hourly
Carshon Rodgers Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
Charles Nedele Theory Financial Lakewood Not listed Percentage of assets
Cole Anderson Intergy Private Wealth Colorado Springs Not listed Percentage of assets, Hourly
Courtney Mimmo Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Daniel Schutte Schutte Financial Denver Not listed Percentage of assets, Ongoing planning fee
Darren Spreeuw Aviator Wealth Group Denver Not listed Percentage of assets, Fixed fees
David Baines Pantile Investments Boulder Not listed Percentage of assets, Fixed fees
Dawn Landino Bright Advisors Greenwood Village ChFC Ongoing planning fee
Dean Norsworthy Dodds Wealth Greenwood Village Not listed Percentage of assets, Hourly
Deanna Meyer Dodds Wealth Colorado Springs Not listed Percentage of assets, Hourly
Eric Malden Shearwater Capital Denver Not listed Percentage of assets
Erica Loughrey Colorado Capital Management Boulder Not listed Percentage of assets
Erica Mathews Financial Counseling Associates Aurora Not listed Percentage of assets
Erik Sartin The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Fernando Guardia Virreira Guardian Brothers Boulder Not listed Flat fee or retainer, Hourly
Geoffrey Gervasini Wakefield Wealth Management Englewood Not listed Percentage of assets, Fixed fees
Gregory Brittain Wakefield Wealth Management Englewood Not listed Percentage of assets, Fixed fees
Jahndavid Teschler Western Wealth Group Greenwood Village Not listed Percentage of assets
James Owsley Schaefer Financial Management Centennial Not listed Percentage of assets, Hourly
Jarrett Sharp TrueInsights CFO Erie Not listed Ongoing planning fee, One-time planning fee
Jeffrey Black Black Capital Cortez Not listed Percentage of assets, Hourly
Jenifer Sapel Bright Advisors Greenwood Village ChFC Ongoing planning fee
Jessica TeSelle Dorato Capital Management Denver Not listed Percentage of assets, Hourly
Jill Johnson Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
John Gutierrez Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
John Kopel Financial Counseling Associates Aurora Not listed Percentage of assets
Justin Leveille Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Kurt Leeney Infinium Investment Advisors Denver Not listed Percentage of assets, Hourly
Lawrence Gale Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly
Lee Strongwater Colorado Capital Management Boulder Not listed Percentage of assets
Marcus Martin Marcus Martin Crested Butte Not listed Hourly
Margaret Nugent Colorado Capital Management Boulder Not listed Percentage of assets
Maria Shanley The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Mark Butler Butler Financial Services Denver Not listed Hourly
Marti Brust West End Wealth Management Denver Not listed Percentage of assets, Hourly
Matt Smith Opus Financial Solutions LLC Boulder CFA Percentage of assets, Hourly
Max Pulitzer Colorado Capital Management Boulder Not listed Percentage of assets
Melissa Starr Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Natalie Ford Dodds Wealth Greenwood Village Not listed Percentage of assets, Hourly
Nicholas Gervasini Wakefield Wealth Management Englewood Not listed Percentage of assets, Fixed fees
Paula Fleming Next Chapter Financial Denver CFA Percentage of assets, Hourly
Phillip Sharp Palisade Wealth Broomfield Not listed Percentage of assets
Qiang Raleigh Red Meadow Advisors Littleton CFA Percentage of assets, Hourly
Ronald Johnson Corundum Group Colorado Springs Not listed Percentage of assets, Hourly
Ryley Cowan Welch Financial Planning Boulder Not listed Percentage of assets, Hourly
Steven Ellis Colorado Capital Management Boulder Not listed Percentage of assets
Steven Wiggins Indelible Wealth Group Berthoud Not listed Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado