Fee-only financial advisors in Boulder, Colorado
Which fee-only financial advisor should I talk to in Boulder?
Start with a fee-only advisor in Boulder whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Josh Radman of Presidio Advisors LLC, Steve Nading of Outbound Financial, Inc. and David Gardner of Entree Wealth, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Josh Radman Presidio Advisors LLC Holds the CFP and EA. Fees on file: flat fee or retainer.
- Steve Nading Outbound Financial, Inc. Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
- David Gardner Entree Wealth Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- David Darmour Cornerstone Investment Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Steve Zakelj Flatirons Wealth Management Holds the CFP. Fees on file: hourly.
- Peter Locke InSight Financial Planners Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 79
- Firms
- 36
- Hold the CFP
- 47%
- Other credentials: CFA 9% · CPA 1% · EA 4%
- How they charge (of 78 with fees on file): percentage of assets 86% · fixed fees 60% · hourly 47% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Boulder by what you need
Find an advisor in Colorado by fee, assets, or credential
Questions about fee-only advisors in Boulder
How many fee-only advisors in Boulder are there?
The Wellspent public graph lists 79 fee-only advisors in Boulder, at 36 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Boulder focus on?
The most common focus among fee-only advisors in Boulder is tax planning (31), followed by retirement planning (30) and estate planning (23). Advisors can list more than one.
How do fee-only advisors in Boulder charge?
The most common fee among fee-only advisors in Boulder is a percentage of assets, used by 86% of the 78 with fees on file. Many use more than one: 60% charge fixed fees and 47% charge by the hour.
How much do fee-only financial advisors charge in Boulder?
Fee-only financial advisors in Boulder charge a median of $10,000 a year for ongoing planning. We found this across the published prices of 5 Boulder firms.
How many fee-only advisors in Boulder hold the CFP?
47% of the 79 fee-only advisors in Boulder hold the CFP certification, based on the credentials listed on each record.
Does Colorado tax income on top of federal tax?
Yes. Colorado has a state income tax, so a financial plan for a Colorado resident should project it alongside federal tax.
How current is this list of fee-only advisors in Boulder?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 79 advisors in Boulder
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Gardner | Entree Wealth | Boulder | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Matthew Kelley | Gold Medal Waters, Inc. | Boulder | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| Eddie Liang | Downshift Financial | Boulder | CFP | Flat fee or retainer, Ongoing planning fee |
| Steve Nading | Outbound Financial, Inc. | Boulder | CFP, CPA | Ongoing planning fee, Percentage of assets |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Myra Salzer | The Wealth Conservancy, Inc. | Boulder | BS, CFP | Ongoing planning fee |
| Michael Tracy | Principium Investments | Boulder | CFP | Percentage of assets |
| Steve Zakelj | Flatirons Wealth Management | Boulder | CFP | Hourly |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Emily Lucero | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Jason Black | Colorado Capital Management | Boulder | CFP | Percentage of assets |
| Lisa Cowan | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Todd Lebor | Snowball Wealth Management | Boulder | CFP | Percentage of assets, Flat fee or retainer |
| Tron Welch | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| David Darmour | Cornerstone Investment Advisors | Boulder | CFP, CFA | Percentage of assets, Hourly |
| Dennis Channer | Cornerstone Investment Advisors | Boulder | CFP | Percentage of assets, Hourly |
| 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 |
| Ronald Stoner | Capstone Wealth Management Group | Boulder | CFP | Hourly |
| Susan Einberger | Enjoy the Ride: Financial + Life Planning | Boulder | CFP, EA, MBA | Not listed |
| Aaron Deitz | BSW Wealth Partners | Boulder | 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 |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Kreighton Bieger | KilterHowling | Boulder | CFA | Percentage of assets |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Trevor Schimschock | KilterHowling | Boulder | CFA | Percentage of assets |
| William Stites | KilterHowling | Boulder | CFA | Percentage of assets |
| Andrew Gilson | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| David Baines | Pantile Investments | Boulder | Not listed | Percentage of assets, Fixed fees |
| Erica Loughrey | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| Lee Strongwater | Colorado Capital Management | Boulder | Not listed | Percentage of assets |
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