Fee-only financial advisors in Colorado Springs, Colorado
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jennifer Hernandez Petra Financial Advisors, Inc. Holds the CFP, CFA and EA. Fees on file: percentage of assets, hourly.
- Jane Young More than Your Money, Inc. Holds the CFP and EA. Fees on file: one-time planning fee.
- James Harvey Integrity First Financial Planning, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Dani Parris-Exline Peace of Mind Financial Planning, Inc. Holds the CFP and EA. Fees on file: hourly, fixed fees.
- Christopher Long Intentional Wealth Strategies Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Russell Adelmann Adelmann Financial Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 86
- Firms
- 41
- Hold the CFP
- 37%
- Other credentials: CFA 7% · CPA 1% · EA 5%
- How they charge (of 86 with fees on file): percentage of assets 93% · fixed fees 70% · hourly 47% · performance-based fees 14%
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 Colorado Springs by what you need
Find an advisor in Colorado by fee, assets, or credential
Questions about fee-only advisors in Colorado Springs
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.
All 86 advisors in Colorado Springs
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Aaron Milledge | Targeted Wealth Solutions | Colorado Springs | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jane Young | More than Your Money, Inc. | Colorado Springs | CFP, EA, MBA | One-time planning fee |
| Paul Carriere | Carriere Financial Planning | Colorado Springs | CFP | Percentage of assets, Flat fee or retainer |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| James Harvey | Integrity First Financial Planning, LLC | Colorado Springs | CFP, CPA, PFS | Percentage of assets, Hourly |
| Dani Parris-Exline | Peace of Mind Financial Planning, Inc. | Colorado Springs | AFC, CFP, CDFA, EA | Hourly, Fixed fees |
| Linda Leitz | Peace of Mind Financial Planning, Inc | Colorado Springs | CFP, EA | Hourly, Fixed fees |
| Brian Colvert | Bonfire Financial | Colorado Springs | CFP | Percentage of assets, Ongoing planning fee |
| Edwin Janeczek | Altus Wealth Group | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Erik Baskin | Baskin Financial Planning | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Kyle Boucher | PCM Encore | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Russell Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Tina Watson | One Brick Planning | Colorado Springs | CFP | Percentage of assets, One-time planning fee |
| William Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christopher Davis | Brightwork Wealth Management | Colorado Springs | CFP | Percentage of assets |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Elizabeth Bruer | Smith Bruer | Colorado Springs | CFP, CIMA, MBA | Percentage of assets |
| Kyle DeMers | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Coleman | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Richard Mueller | Peak Investment Advisors | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Sarah Price | Bonfire Financial | Colorado Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Stephen Heitzmann | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Tristan Smith | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Braiden Miller | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| 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 |
| Deanna Meyer | Dodds Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Jill Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Justin Leveille | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Melissa Starr | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Ronald Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Daniel Korleski | Cobalt Private Wealth | Colorado Springs | Not listed | Percentage of assets |
| Carey Davis | Brightwork Wealth Management | Colorado Springs | Not listed | Percentage of assets |
| Karl Hering | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Kevin Matthews | Matthews Advisors | Colorado Springs | Not listed | Percentage of assets |
| Rebecca Miller | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Shari Carlson | Unity Wealth Strategies | Colorado Springs | Not listed | Ongoing planning fee, One-time planning fee |
| Christopher Long | Intentional Wealth Strategies | Colorado Springs | CFP, CFA | Percentage of assets, Fixed fees |
| Ellen Powers | Partners Capital Management | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Eric Jackson | Best Life Infinity | Colorado Springs | CFP, ChFC, PFS | Percentage of assets, Hourly |
| Gavin Ganzkow | Best Life Infinity | Colorado Springs | CFP | Percentage of assets, Hourly |
Want a shorter list in Colorado Springs?
Tell us what you need and we'll narrow Colorado Springs's 86 advisors to the few who fit.
Get matched in 2 minutes