Fee-only financial advisors in Fort Collins, Colorado
Which fee-only financial advisor should I talk to in Fort Collins?
Start with a fee-only advisor in Fort Collins whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Speciner of Financial Planning Fort Collins, Sara Zuckerman of Reset Financial Planning LLC and Donald Dority of Narrow Path Financial, 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.
- Jason Speciner Financial Planning Fort Collins Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Sara Zuckerman Reset Financial Planning LLC Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Donald Dority Narrow Path Financial Holds the CFP. Fees on file: percentage of assets.
- Robert Hamilton Integrity Investment Advisors Holds the CFP. Fees on file: percentage of assets.
- Matt Bierwirth Resource Design, Inc. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Thomas Braun Theory Financial Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 49
- Firms
- 27
- Hold the CFP
- 31%
- Other credentials: CFA 6% · EA 2% · ChFC 2%
- How they charge (of 49 with fees on file): percentage of assets 90% · hourly 55% · fixed fees 41% · ongoing planning fee 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 Fort Collins by what you need
Find an advisor in Colorado by fee, assets, or credential
Questions about fee-only advisors in Fort Collins
How many fee-only advisors in Fort Collins are there?
The Wellspent public graph lists 49 fee-only advisors in Fort Collins, at 27 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Fort Collins focus on?
The most common focus among fee-only advisors in Fort Collins is retirement planning (14), followed by small business owners (14) and founders (12). Advisors can list more than one.
How do fee-only advisors in Fort Collins charge?
The most common fee among fee-only advisors in Fort Collins is a percentage of assets, used by 90% of the 49 with fees on file. Many use more than one: 55% charge by the hour and 41% charge fixed fees.
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 Fort Collins hold the CFP?
31% of the 49 fee-only advisors in Fort Collins 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 Fort Collins?
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 49 advisors in Fort Collins
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Sunit Bhalla | OakTree Financial Planning, LLC | Fort Collins | CFP, MSFP | Percentage of assets, Hourly |
| Donald Dority | Narrow Path Financial | Fort Collins | CFP, PFS | Percentage of assets |
| Jason Taylor | Taylor's Financial | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Ryan Stout | Theory Financial | Fort Collins | CFP | Percentage of assets |
| Thomas Braun | Theory Financial | Fort Collins | CFP, ChFC | Percentage of assets |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| David Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Vincent Hourigan | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Arlen Olberding | Guidepost Financial Planning | Fort Collins | CFP, MBA | Percentage of assets, Hourly |
| Clinton Edgar | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| James King | Fruitage Financial | Fort Collins | CFA | Percentage of assets, Hourly |
| Jason Speciner | Financial Planning Fort Collins | Fort Collins | CFP, EA | Percentage of assets, Fixed fees |
| Joseph Schwartz | Markle Financial | Fort Collins | Not listed | Percentage of assets, Hourly |
| Joshua Newell | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Regina Neenan | FPFoCo | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Stephen Martin | Purposeful Financial and Legacy Planning | Fort Collins | CFP | Percentage of assets, Hourly |
| Jason Aluague | Haynie Wealth Management | Fort Collins | Not listed | Percentage of assets |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Adam Kasick | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Angela Hemmes | Synergy Capital | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Chase Bellefeuille | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Michael Warne | Synergy Capital | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| David Jones | Trail Ridge Investment Advisors | Fort Collins | CFP | Percentage of assets, Hourly |
| Jennifer Sherman | Trail Ridge Investment Advisors | Fort Collins | CFP | Percentage of assets, Hourly |
| Riley Thoubboron | Fpfoco | Fort Collins | CFP | Percentage of assets, Fixed fees |
| David Jordan | Trail Ridge Investment Advisors | Fort Collins | CFA | Percentage of assets, Hourly |
| Mark Kerwood | Trail Ridge Investment Advisors | Fort Collins | CFA | Percentage of assets, Hourly |
| David Trigg | Trail Ridge Investment Advisors | Fort Collins | Not listed | Percentage of assets, Hourly |
| Jack Hastings | Ascend Private Wealth Management | Fort Collins | Not listed | Percentage of assets |
| Jack Mannschreck | Trail Ridge Investment Advisors | Fort Collins | Not listed | Percentage of assets, Hourly |
| James Monti | The William Allan | Fort Collins | Not listed | Percentage of assets, Hourly |
| Jason Crawshaw | The William Allan | Fort Collins | Not listed | Percentage of assets, Hourly |
| Jeffrey Kadavy | Trail Ridge Investment Advisors | Fort Collins | Not listed | Percentage of assets, Hourly |
| Joseph Duran | Wincap Financial | Fort Collins | Not listed | Percentage of assets |
| Katherine Haynes | Atwood Financial Planning | Fort Collins | Not listed | Hourly, Fixed fees |
| Larry Gurewitz | The William Allan | Fort Collins | Not listed | Percentage of assets, Hourly |
| Marcus Crawshaw | The William Allan | Fort Collins | Not listed | Percentage of assets, Hourly |
| Melissa Going | The William Allan | Fort Collins | Not listed | Percentage of assets, Hourly |
| Peter Loritz | Trail Ridge Investment Advisors | Fort Collins | Not listed | Percentage of assets, Hourly |
| Roger Sample | Sample Financial Advisers | Fort Collins | Not listed | Percentage of assets |
| Willie Glover | Amazonite Investments | Fort Collins | Not listed | Percentage of assets, Hourly |
Want a shorter list in Fort Collins?
Tell us what you need and we'll narrow Fort Collins's 49 advisors to the few who fit.
Get matched in 2 minutes