Financial advisors for equity compensation in Colorado
Which financial advisor should I talk to about equity compensation in Colorado?
For equity compensation in Colorado, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Zack Gutches of True Riches Financial Planning, Cameron Willcox of Willcox Wealth Management and Robert Persichitte of Delagify Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Zack Gutches True Riches Financial Planning, Denver Holds the CPA and CFP. Fees on file: flat fee or retainer.
- Cameron Willcox Willcox Wealth Management, Denver Holds the EA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Robert Persichitte Delagify Financial, Arvada Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Josh Radman Presidio Advisors LLC, Boulder Holds the EA and CFP. Fees on file: flat fee or retainer.
- Nicholas Weisert 46° North Financial, Denver Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Shane Dennehy CayDen Wealth Management, Broomfield Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
How many fee-only financial advisors in Colorado work on equity compensation?
The Wellspent public graph lists 51 fee-only advisors for equity compensation in Colorado, at 28 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for equity compensation in Colorado located?
Of the 51 fee-only advisors for equity compensation in Colorado, 13 are in Colorado Springs, followed by 13 in Louisville and 6 in Denver.
Plus 13 in other cities.
How do fee-only advisors for equity compensation in Colorado charge?
The most common fee among fee-only advisors for equity compensation in Colorado is a percentage of assets, used by 90% of the 51 with fees on file. Many use more than one: 20% charge an ongoing planning fee and 20% 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 much does a one-time financial plan cost in Colorado?
A one-time financial plan from a fee-only firm in Colorado has a median price of $2,500. We found this across the published prices of 26 Colorado firms.
What credentials should a financial advisor for equity compensation have?
For equity compensation, look for the EA, CPA and CFP. In Colorado, 53% of the 51 advisors listed hold the CFP.
- EA4% in Colorado
- Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps.
- CPA4% in Colorado
- CPAs bring the tax modeling that exercise and sale decisions depend on.
- CFP53% in Colorado
- The CFP covers the full plan the grants have to fit into.
- CFA10% in Colorado
- The CFA helps with concentrated stock and diversification.
How do Colorado advisors for equity compensation compare with the rest of the US?
20% of fee-only advisors for equity compensation in Colorado charge fixed fees, compared with 37% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Colorado. Light bars are all US advisors for equity compensation.
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.
What happens to stock pay if you move to or from Colorado?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Colorado can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor about equity compensation in Colorado?
- How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
- How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
- If I hold ISOs, how do you model AMT before I exercise?
- What's your plan for reducing my company stock, and how would you time the sales?
- How will you plan for Colorado tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for equity compensation in Colorado?
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 51 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sarah Gerber Project and ongoing planning for newlyweds, young families and early-career professionals building a financial foundation, including couples merging finances. | Momentum Financial Planning LLC | Longmont | CFP, AFC | Subscription, One-time planning fee |
| Daniel Yerger | MY Wealth Planners | Longmont | AIF, CFP, ChFC, MBA | Ongoing planning fee, Percentage of assets |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shane Dennehy | CayDen Wealth Management | Broomfield | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| Paul Carriere | Carriere Financial Planning | Colorado Springs | CFP | Percentage of assets, Flat fee or retainer |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| Lucas Casarez | Level Up Financial Planning | Timnath | CFP | Percentage of assets, Ongoing planning fee |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Bethany Aylor | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Brent Yanagida | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Grant Bugner | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Hannah Steendam | Ellevest | Lakewood | CFP | Percentage of assets, Flat fee or retainer |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Michael Hunter | Clearpath Legacy Planning | Arvada | CFP | Percentage of assets |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| John McCorvie | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Julie Pribble | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
| Tara Hefty | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Timothy Burt | Peak Asset Management | Louisville | CFA | Percentage of assets |
| Edwin Janeczek | Altus Wealth Group | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Thomas Jennings | Keen Capital | Westminster | CFP | Percentage of assets, Fixed fees |
| Cassidy Steck | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Jason Foster | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Noel Bennett | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Peter Hedberg | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Sophia Berglund | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Terry Robinette | Peak Asset Management | Louisville | Not listed | Percentage of assets |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | 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 |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Jerry McDonnell | Keen Capital | Westminster | Not listed | Percentage of assets, Fixed fees |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Richard Mueller | Peak Investment Advisors | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Stephen Heitzmann | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Tristan Smith | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
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