Fee-only financial advisors in Littleton, Colorado
Which fee-only financial advisor should I talk to in Littleton?
Start with a fee-only advisor in Littleton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Christina Ferrer of Be Your Best Financial LLC, John Brant of BZ Wealth Advisors and Alexander Leonida of Capital Financial Group, 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.
- Christina Ferrer Be Your Best Financial LLC Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- John Brant BZ Wealth Advisors Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Alexander Leonida Capital Financial Group Holds the CFP. Fees on file: percentage of assets.
- Joseph Hubbard Whipplewood Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Qiang Raleigh Red Meadow Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
- Daniel Gamache KilterHowling Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 30
- Firms
- 17
- Hold the CFP
- 20%
- Other credentials: CFA 17% · ChFC 3%
- How they charge (of 30 with fees on file): percentage of assets 97% · fixed fees 83% · hourly 77% · ongoing planning fee 3%
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 Littleton by what you need
Find an advisor in Colorado by fee, assets, or credential
Questions about fee-only advisors in Littleton
How many fee-only advisors in Littleton are there?
The Wellspent public graph lists 30 fee-only advisors in Littleton, at 17 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Littleton focus on?
The most common focus among fee-only advisors in Littleton is estate planning (4), followed by retirement planning (3) and tax planning (3). Advisors can list more than one.
How do fee-only advisors in Littleton charge?
The most common fee among fee-only advisors in Littleton is a percentage of assets, used by 97% of the 30 with fees on file. Many use more than one: 83% charge fixed fees and 77% 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 Littleton hold the CFP?
20% of the 30 fee-only advisors in Littleton 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 Littleton?
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 30 advisors in Littleton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christina Ferrer | Be Your Best Financial LLC | Littleton | CFP | Ongoing planning fee, One-time planning fee |
| Jonathan Fecko | Elevate Wealth Management | Littleton | CFP | Percentage of assets, Hourly |
| Leslie Garske | Traction Financial Partners | Littleton | Not listed | Percentage of assets, Hourly |
| Daniel Gamache | KilterHowling | Littleton | CFA | Percentage of assets |
| Nathan Dutzmann | Round Table Investment Strategies | Littleton | Not listed | Percentage of assets, Fixed fees |
| Qiang Raleigh | Red Meadow Advisors | Littleton | CFA | Percentage of assets, Hourly |
| Kevin Starkey | FTN Capital Management | Littleton | Not listed | Percentage of assets, Hourly |
| Alexander Leonida | Capital Financial Group | Littleton | CFP | Percentage of assets |
| Andrew Davis | Seamless Financial Planning | Littleton | CFP | Percentage of assets, Fixed fees |
| Joseph Hubbard | Whipplewood Advisors | Littleton | CFP | Percentage of assets, Hourly |
| Paul Monax | Agile Wealth | Littleton | CFP | Percentage of assets, Hourly |
| Charles Brant | BZ Wealth Advisors | Littleton | CFA | Percentage of assets, Fixed fees |
| Craig Perkins | CDP Financial Group | Littleton | ChFC | Percentage of assets, Hourly |
| Hannah O'Loughlin | Clelland & Company | Littleton | CFA | Percentage of assets, Hourly |
| John Brant | BZ Wealth Advisors | Littleton | CFA | Percentage of assets, Fixed fees |
| Sheri Baker | Expand Financial | Littleton | PFS | Percentage of assets, Hourly |
| Brian Berenz | Berenz Wealth Management | Littleton | Not listed | Percentage of assets, Hourly |
| Christopher Hillier | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| David Lampe | Lampe Financial Group | Littleton | Not listed | Percentage of assets, Hourly |
| Gregory Bakke | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| John Brant | BZ Wealth Advisors | Littleton | Not listed | Percentage of assets, Fixed fees |
| Joseph Mascioli | Berenz Wealth Management | Littleton | Not listed | Percentage of assets, Hourly |
| Michael Davignon | CDP Financial Group | Littleton | Not listed | Percentage of assets, Hourly |
| Mona Feeley | Whipplewood Advisors | Littleton | Not listed | Percentage of assets, Hourly |
| Natalie Neaton | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| Quintan Kocher | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| Richard Whipple | Whipplewood Advisors | Littleton | Not listed | Percentage of assets, Hourly |
| Ronald New | Whipplewood Advisors | Littleton | Not listed | Percentage of assets, Hourly |
| Saxon Swindler | Whipplewood Advisors | Littleton | Not listed | Percentage of assets, Hourly |
| Toby Martinez | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
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