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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
Timothy Itin Causey Wealth Greenwood Village CFA Percentage of assets, Hourly
Warren Denewiler Denewiler Capital Management Denver CFA Percentage of assets
Zuzana Birova Colorado Capital Management Durango Not listed Percentage of assets
Akram Hassan Regista Financial Strategies Denver Not listed Percentage of assets, Hourly
Alexandria Adamchak Capital Investment Counsel Denver Not listed Percentage of assets
Andrew Macken 7Two Denver Not listed Percentage of assets, Fixed fees
Burton Wiand Aspen Grove Capital Avon Not listed Percentage of assets, Fixed fees
Chad Gordon GreenStar Advisors Centennial Not listed Percentage of assets
Chris Rebich Toro West Capital Advisors Louisville Not listed Percentage of assets, Fixed fees
Courtney Ringlein Aspen Grove Capital Avon Not listed Percentage of assets, Fixed fees
Daniel Korleski Cobalt Private Wealth Colorado Springs Not listed Percentage of assets
Eric Benzel-Ward Chicory Wealth Westminster Not listed Percentage of assets, Fixed fees
Gene Bergmeier THRIVE Financial Management Monument Not listed Percentage of assets, Hourly
Gregory Johnson Multnomah Group Centennial Not listed Percentage of assets, Hourly
Jason Yeager JD Yeager & Parker Not listed Percentage of assets, Hourly
Jeffrey Kirwood Aspen Grove Capital Avon Not listed Percentage of assets, Fixed fees
John Gunther Measured Strategies Denver Not listed Percentage of assets, Hourly
Kevin Starkey FTN Capital Management Littleton Not listed Percentage of assets, Hourly
Matthew Rosenberg RoseCap Financial Advisors Denver Not listed Percentage of assets
Meaghan Brugge Headwaters Financial Planning Granby Not listed Percentage of assets, Hourly
Meghan Lynch Lynch Financial Group Denver Not listed Percentage of assets, Fixed fees
Michael Barondess Aspen Grove Capital Denver Not listed Percentage of assets, Fixed fees
Michael Jenco The Pacific Financial Group Denver Not listed Percentage of assets
Nicholas Swanson MCM Wealth Arvada Not listed Percentage of assets, Hourly
Ryan Ritchie 7Two Denver Not listed Percentage of assets, Fixed fees
Sandra Bozanic Regista Financial Strategies Denver Not listed Percentage of assets, Hourly
Sarah Graff RoseCap Financial Advisors Grand Junction Not listed Percentage of assets
Adam Kasick RIPL Wealth Fort Collins Not listed Percentage of assets, Fixed fees
Alexander Bastron Northstar Financial Companies Golden Not listed Percentage of assets, Hourly
Angela Hemmes Synergy Capital Fort Collins Not listed Percentage of assets, Fixed fees
Arwen Lowbridge Bright Advisors Greenwood Village Not listed Ongoing planning fee
Brian Miller FIT Asset Management Centennial Not listed Percentage of assets, Fixed fees
Cameron Moore Plan & Act Buena Vista Not listed Ongoing planning fee
Carey Davis Brightwork Wealth Management Colorado Springs Not listed Percentage of assets
Chase Bellefeuille RIPL Wealth Fort Collins Not listed Percentage of assets, Fixed fees
Christopher Tanner Plan & Act Buena Vista Not listed Ongoing planning fee
Debora Nunez L&S Advisors Centennial Not listed Percentage of assets, Hourly
Donavan Cox Aberle Investment Management Eagle Not listed Percentage of assets, Hourly
James Brady Scope Wealth Management Denver Not listed Percentage of assets, Hourly
James Etten Copper River Advisors Englewood Not listed Percentage of assets, Hourly
Karl Hering Unity Wealth Strategies Colorado Springs Not listed Ongoing planning fee, One-time planning fee
Katelyn Palone InSight Financial Planners Boulder Not listed Percentage of assets, Ongoing planning fee
Kevin Matthews Matthews Advisors Colorado Springs Not listed Percentage of assets
Kevin Taylor InSight Financial Planners Boulder Not listed Percentage of assets, Ongoing planning fee
Michael Warne Synergy Capital Fort Collins Not listed Percentage of assets, Fixed fees
Nathanael Koch Causey Wealth Greenwood Village Not listed Percentage of assets, Hourly
Rachel Barrett Barrett Wealth Connection Golden Not listed Hourly
Rebecca Miller Unity Wealth Strategies Colorado Springs Not listed Ongoing planning fee, One-time planning fee
Robb Stone Causey Wealth Greenwood Village Not listed Percentage of assets, Hourly
Robert Brown Copper River Advisors Englewood Not listed Percentage of assets, Hourly

Firms headquartered in Colorado (336)

All 336 firms in Colorado