Fee-only financial advisors in Greenwood Village, Colorado
Which fee-only financial advisor should I talk to in Greenwood Village?
Start with a fee-only advisor in Greenwood Village whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jacob Milder of Oak Street Investments, Robert Morrison of Downing Street Wealth Management LLC and Patrick Rudy of JPL Wealth Management, 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.
- Jacob Milder Oak Street Investments Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Robert Morrison Downing Street Wealth Management LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Patrick Rudy JPL Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Eric Walters Summit Hill Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Derrick Watson Stonebridge Capital Advisors Holds the CFP. Fees on file: percentage of assets.
- James Milroy Owl Creek Wealth Partners Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 60
- Firms
- 22
- Hold the CFP
- 43%
- Other credentials: CFA 12% · CPA 2% · EA 2%
- How they charge (of 60 with fees on file): percentage of assets 93% · fixed fees 73% · hourly 38% · ongoing planning fee 8%
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 Greenwood Village by what you need
Find an advisor in Colorado by fee, assets, or credential
Questions about fee-only advisors in Greenwood Village
How many fee-only advisors in Greenwood Village are there?
The Wellspent public graph lists 60 fee-only advisors in Greenwood Village, at 22 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Greenwood Village focus on?
The most common focus among fee-only advisors in Greenwood Village is estate planning (16), followed by retirement planning (10) and founders (8). Advisors can list more than one.
How do fee-only advisors in Greenwood Village charge?
The most common fee among fee-only advisors in Greenwood Village is a percentage of assets, used by 93% of the 60 with fees on file. Many use more than one: 73% charge fixed fees and 38% 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 Greenwood Village hold the CFP?
43% of the 60 fee-only advisors in Greenwood Village 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 Greenwood Village?
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 60 advisors in Greenwood Village
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| Eric Walters | Summit Hill Wealth Management | Greenwood Village | CFA, CFP | Percentage of assets, Hourly |
| Matthew Knuth | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Michel Swanson | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Olivia Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| William Stordahl | Stordahl Capital Management | Greenwood Village | CFP | Percentage of assets, Hourly |
| Andrew Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brennan Pate | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| John Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| Anthony Lopiccolo | Custos Family Office | Greenwood Village | CFA | Percentage of assets, Hourly |
| Philip Luccock | Financially Speaking | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Alexandra Boyles | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Derrick Watson | Stonebridge Capital Advisors | Greenwood Village | CFP | Percentage of assets |
| Jacob Guinn | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Michael Dieschbourg | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Robert Morrison | Downing Street Wealth Management LLC | Greenwood Village | CFP, CPA/PFS | Percentage of assets, Hourly |
| William Coughlin | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Lauren Procknow | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Noah Krier | Stordahl Capital Management | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Aaron Connell | One Brick Planning | Greenwood Village | Not listed | Percentage of assets, One-time planning fee |
| Brent Lee | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Dawn Landino | Bright Advisors | Greenwood Village | ChFC | Ongoing planning fee |
| Dean Norsworthy | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Jahndavid Teschler | Western Wealth Group | Greenwood Village | Not listed | Percentage of assets |
| Jenifer Sapel | Bright Advisors | Greenwood Village | ChFC | Ongoing planning fee |
| Natalie Ford | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Timothy Itin | Causey Wealth | Greenwood Village | CFA | Percentage of assets, Hourly |
| Arwen Lowbridge | Bright Advisors | Greenwood Village | Not listed | Ongoing planning fee |
| Nathanael Koch | Causey Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Robb Stone | Causey Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Stephen Warren | Causey Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Aaron Leatherwood | Centerpiece Wealth Advisor | Greenwood Village | CFP, PFS | Percentage of assets |
| Brandon Bineau | Owl Creek Wealth Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Christine Wang | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Daniel Weeks | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Devin Pope | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Elizabeth Landsinger | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Joshua Deloach | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Madeline Testwuide | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Patrick Rudy | JPL Wealth Management | Greenwood Village | CFP, CFA | Percentage of assets, Fixed fees |
| Phillip Weber | Zeit Capital Advisors | Greenwood Village | CFP | Percentage of assets |
| R Scott Bills | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| Robert Tremlett | Paramount Associates Wealth Management | Greenwood Village | CFP, ChFC | Percentage of assets, Hourly |
| Sunisa Motta | Inclinevest | Greenwood Village | CFP | Percentage of assets, Hourly |
| Tanner Sterk | Nilsine Partners | Greenwood Village | CFP | Percentage of assets, Fixed fees |
| James Milroy | Owl Creek Wealth Partners | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| Justin Apt | Owl Creek Wealth Partners | Greenwood Village | CFA | Percentage of assets, Fixed fees |
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