# Fee-only financial advisors in Colorado Springs, Colorado > Start with a fee-only advisor in Colorado Springs whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jennifer Hernandez of Petra Financial Advisors, Inc., Jane Young of More than Your Money, Inc. and James Harvey of Integrity First Financial Planning, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/colorado/colorado-springs/ 86 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Colorado Springs? Start with a fee-only advisor in Colorado Springs whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jennifer Hernandez of Petra Financial Advisors, Inc., Jane Young of More than Your Money, Inc. and James Harvey of Integrity First Financial Planning, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Colorado Springs are there? The Wellspent public graph lists 86 fee-only advisors in Colorado Springs, at 41 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Colorado Springs focus on? The most common focus among fee-only advisors in Colorado Springs is estate planning (25), followed by retirement planning (19) and tax planning (16). Advisors can list more than one. ## How do fee-only advisors in Colorado Springs charge? The most common fee among fee-only advisors in Colorado Springs is a percentage of assets, used by 93% of the 86 with fees on file. Many use more than one: 70% charge fixed fees and 47% charge by the hour. ## How much do fee-only financial advisors charge in Colorado? Fee-only financial advisors in Colorado charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 35 Colorado firms. ## How many fee-only advisors in Colorado Springs hold the CFP? 37% of the 86 fee-only advisors in Colorado Springs 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 Colorado Springs? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Aaron Milledge](https://find.wellspent.co/advisors/aaron-milledge.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer | | [Jane Young](https://find.wellspent.co/advisors/jane-young.md) | More than Your Money, Inc. | Colorado Springs, Colorado | CFP, EA, MBA | One-time planning fee | | [Paul Carriere](https://find.wellspent.co/advisors/paul-carriere.md) | Carriere Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Jennifer Hernandez](https://find.wellspent.co/advisors/jennifer-hernandez.md) | Petra Financial Advisors, Inc. | Colorado Springs, Colorado | CFA, CFP, EA, MBA | Percentage of assets, Hourly, Fixed fees | | [James Harvey](https://find.wellspent.co/advisors/james-harvey.md) | Integrity First Financial Planning, LLC | Colorado Springs, Colorado | CFP, CPA, PFS | Percentage of assets, Hourly | | [Dani Parris-Exline](https://find.wellspent.co/advisors/dani-parris-exline.md) | Peace of Mind Financial Planning, Inc. | Colorado Springs, Colorado | AFC, CFP, CDFA, EA, MBA, PhD | Hourly, Fixed fees | | [Linda Leitz](https://find.wellspent.co/advisors/linda-leitz.md) | Peace of Mind Financial Planning, Inc | Colorado Springs, Colorado | CFP, EA | Hourly, Fixed fees | | [Brian Colvert](https://find.wellspent.co/advisors/brian-colvert.md) | Bonfire Financial | Colorado Springs, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Edwin Janeczek](https://find.wellspent.co/advisors/edwin-janeczek.md) | Altus Wealth Group | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Erik Baskin](https://find.wellspent.co/advisors/erik-baskin.md) | Baskin Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Kyle Boucher](https://find.wellspent.co/advisors/kyle-boucher.md) | PCM Encore | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Craig Morgan](https://find.wellspent.co/advisors/craig-morgan.md) | Colmina | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Dunn](https://find.wellspent.co/advisors/charles-dunn.md) | Intergy Private Wealth | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Geoffrey Schaefer](https://find.wellspent.co/advisors/geoffrey-schaefer.md) | Intergy Private Wealth | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Phelps](https://find.wellspent.co/advisors/jacob-phelps.md) | Strong Wealth | Colorado Springs, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Mark Perrault](https://find.wellspent.co/advisors/mark-perrault.md) | Intergy Private Wealth | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Mitchell Moore](https://find.wellspent.co/advisors/mitchell-moore.md) | Strong Wealth | Colorado Springs, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Norman Alvis](https://find.wellspent.co/advisors/norman-alvis.md) | Altus Wealth Group | Colorado Springs, Colorado | CFA | Percentage of assets, Fixed fees | | [Russell Adelmann](https://find.wellspent.co/advisors/russell-adelmann.md) | Adelmann Financial | Colorado Springs, Colorado | CFP | Percentage of assets | | [Tina Watson](https://find.wellspent.co/advisors/tina-watson.md) | One Brick Planning | Colorado Springs, Colorado | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [William Adelmann](https://find.wellspent.co/advisors/william-adelmann.md) | Adelmann Financial | Colorado Springs, Colorado | CFP | Percentage of assets | | [Brenda Lammers](https://find.wellspent.co/advisors/brenda-lammers.md) | Altus Wealth Group | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Chris Franz](https://find.wellspent.co/advisors/chris-franz.md) | Bauer Heitzmann | Colorado Springs, Colorado | | Percentage of assets | | [Christopher Davis](https://find.wellspent.co/advisors/christopher-davis-7687963.md) | Brightwork Wealth Management | Colorado Springs, Colorado | CFP | Percentage of assets | | [Daniel Bauer](https://find.wellspent.co/advisors/daniel-bauer.md) | Bauer Heitzmann | Colorado Springs, Colorado | | Percentage of assets | | [Elizabeth Bruer](https://find.wellspent.co/advisors/elizabeth-bruer.md) | Smith Bruer | Colorado Springs, Colorado | CFP, CIMA, MBA | Percentage of assets | | [Kyle DeMers](https://find.wellspent.co/advisors/kyle-demers.md) | Bonfire Financial | Colorado Springs, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Nicholas Coleman](https://find.wellspent.co/advisors/nicholas-coleman.md) | Bonfire Financial | Colorado Springs, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Richard Mueller](https://find.wellspent.co/advisors/richard-mueller.md) | Peak Investment Advisors | Colorado Springs, Colorado | | Percentage of assets, Hourly | | [Sarah Price](https://find.wellspent.co/advisors/sarah-price.md) | Bonfire Financial | Colorado Springs, Colorado | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Stephen Heitzmann](https://find.wellspent.co/advisors/stephen-heitzmann.md) | Bauer Heitzmann | Colorado Springs, Colorado | | Percentage of assets | | [Tristan Smith](https://find.wellspent.co/advisors/tristan-smith.md) | Bauer Heitzmann | Colorado Springs, Colorado | | Percentage of assets | | [Braiden Miller](https://find.wellspent.co/advisors/braiden-miller.md) | Corundum Group | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Cole Anderson](https://find.wellspent.co/advisors/cole-anderson.md) | Intergy Private Wealth | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Courtney Mimmo](https://find.wellspent.co/advisors/courtney-mimmo.md) | Corundum Group | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Deanna Meyer](https://find.wellspent.co/advisors/deanna-meyer.md) | Dodds Wealth | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Jill Johnson](https://find.wellspent.co/advisors/jill-johnson.md) | Corundum Group | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Justin Leveille](https://find.wellspent.co/advisors/justin-leveille.md) | Corundum Group | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Melissa Starr](https://find.wellspent.co/advisors/melissa-starr.md) | Corundum Group | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ronald Johnson](https://find.wellspent.co/advisors/ronald-johnson.md) | Corundum Group | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Daniel Korleski](https://find.wellspent.co/advisors/daniel-korleski.md) | Cobalt Private Wealth | Colorado Springs, Colorado | | Percentage of assets | | [Carey Davis](https://find.wellspent.co/advisors/carey-davis.md) | Brightwork Wealth Management | Colorado Springs, Colorado | | Percentage of assets | | [Karl Hering](https://find.wellspent.co/advisors/karl-hering.md) | Unity Wealth Strategies | Colorado Springs, Colorado | | Ongoing planning fee, One-time planning fee | | [Kevin Matthews](https://find.wellspent.co/advisors/kevin-matthews.md) | Matthews Advisors | Colorado Springs, Colorado | | Percentage of assets | | [Rebecca Miller](https://find.wellspent.co/advisors/rebecca-miller.md) | Unity Wealth Strategies | Colorado Springs, Colorado | | Ongoing planning fee, One-time planning fee | | [Shari Carlson](https://find.wellspent.co/advisors/shari-carlson.md) | Unity Wealth Strategies | Colorado Springs, Colorado | | Ongoing planning fee, One-time planning fee | | [Christopher Long](https://find.wellspent.co/advisors/christopher-long-5162120.md) | Intentional Wealth Strategies | Colorado Springs, Colorado | CFP, CFA | Percentage of assets, Fixed fees | | [Ellen Powers](https://find.wellspent.co/advisors/ellen-powers.md) | Partners Capital Management | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Eric Jackson](https://find.wellspent.co/advisors/eric-jackson.md) | Best Life Infinity | Colorado Springs, Colorado | CFP, ChFC, PFS | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Gavin Ganzkow](https://find.wellspent.co/advisors/gavin-ganzkow.md) | Best Life Infinity | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jonathan Forbes](https://find.wellspent.co/advisors/jonathan-forbes.md) | Petra Financial Advisors | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lisa Malick](https://find.wellspent.co/advisors/lisa-malick.md) | Petra Financial Advisors | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Nichole Ruth](https://find.wellspent.co/advisors/nichole-ruth.md) | Exceptional Wealth & Family Office | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Paul Bishop](https://find.wellspent.co/advisors/paul-bishop.md) | Exceptional Wealth & Family Office | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Peter Dillon](https://find.wellspent.co/advisors/peter-dillon.md) | United Wealth Management | Colorado Springs, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Carroll](https://find.wellspent.co/advisors/richard-carroll-5548162.md) | Intentional Wealth Strategies | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Stephen Moore](https://find.wellspent.co/advisors/stephen-moore.md) | Partners Capital Management | Colorado Springs, Colorado | CFP, ChFC | Percentage of assets, Fixed fees | | [Tara Seegers](https://find.wellspent.co/advisors/tara-seegers.md) | Exceptional Wealth & Family Office | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [David Houle](https://find.wellspent.co/advisors/david-houle.md) | Season Investments | Colorado Springs, Colorado | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Elliott Orsillo](https://find.wellspent.co/advisors/elliott-orsillo.md) | Season Investments | Colorado Springs, Colorado | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Sharpe](https://find.wellspent.co/advisors/jeffrey-sharpe.md) | Ardent Investors | Colorado Springs, Colorado | CFA | Percentage of assets, Fixed fees | | [Adam Ermel](https://find.wellspent.co/advisors/adam-ermel.md) | Advisers Investment Management | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Beth Walker](https://find.wellspent.co/advisors/beth-walker.md) | Exceptional Wealth & Family Office | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Blake Luehlfing](https://find.wellspent.co/advisors/blake-luehlfing.md) | Intentional Wealth Strategies | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Brent Sharpe](https://find.wellspent.co/advisors/brent-sharpe.md) | Ardent Investors | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Bryan Jepson](https://find.wellspent.co/advisors/bryan-jepson.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Cara Lidgett](https://find.wellspent.co/advisors/cara-lidgett.md) | Ironview Capital Management | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Clark Milner](https://find.wellspent.co/advisors/clark-milner.md) | Best Life Infinity | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Colin Shepherd](https://find.wellspent.co/advisors/colin-shepherd.md) | Salus Financial Advisors | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Crystal Karstens](https://find.wellspent.co/advisors/crystal-karstens.md) | Petra Financial Advisors | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Emma Haman](https://find.wellspent.co/advisors/emma-haman.md) | Exceptional Wealth & Family Office | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Jacob Allen](https://find.wellspent.co/advisors/jacob-allen.md) | Salus Financial Advisors | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [James Mulzer](https://find.wellspent.co/advisors/james-mulzer.md) | Planwiser Financial | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Joel Top](https://find.wellspent.co/advisors/joel-top.md) | Planwiser Financial | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Shedd](https://find.wellspent.co/advisors/jonathan-shedd.md) | Fire Wealth Management | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Jonathan Skorich](https://find.wellspent.co/advisors/jonathan-skorich.md) | Coah Financial | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Kristine Quine](https://find.wellspent.co/advisors/kristine-quine.md) | Exceptional Wealth & Family Office | Colorado Springs, Colorado | | Percentage of assets, Fixed fees | | [Kyle Householder](https://find.wellspent.co/advisors/kyle-householder.md) | Petra Financial Advisors | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Lindsay Lingo](https://find.wellspent.co/advisors/lindsay-lingo.md) | Planwiser Financial | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Logan Haag](https://find.wellspent.co/advisors/logan-haag.md) | Season Investments | Colorado Springs, Colorado | | Percentage of assets, Fixed fees, Performance-based fees | | [Lucas Laudick](https://find.wellspent.co/advisors/lucas-laudick.md) | Advisers Investment Management | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Paul Nelson](https://find.wellspent.co/advisors/paul-nelson.md) | Advisers Investment Management | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Richard Pearce](https://find.wellspent.co/advisors/richard-pearce.md) | Prosper Financial | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Rollyn Wild](https://find.wellspent.co/advisors/rollyn-wild.md) | Advisers Investment Management | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Shannon Ross](https://find.wellspent.co/advisors/shannon-ross.md) | Petra Financial Advisors | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Tom Lau](https://find.wellspent.co/advisors/tom-lau.md) | Envoy Advisory | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).