# Financial advisors for estate planning in Colorado > For estate planning in Colorado, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Trent Porter of Priority Financial Partners, Ally Ecklund of Zestiny Wealth and Steve Cruice of Simply Steward, LLC. Page: https://find.wellspent.co/specialties/estate-planning/colorado/ 207 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Colorado? For estate planning in Colorado, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Trent Porter of Priority Financial Partners, Ally Ecklund of Zestiny Wealth and Steve Cruice of Simply Steward, LLC. - [Trent Porter](https://find.wellspent.co/advisors/trent-porter/), Priority Financial Partners, Denver. Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee. - [Ally Ecklund](https://find.wellspent.co/advisors/ally-ecklund/), Zestiny Wealth, Denver. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Steve Cruice](https://find.wellspent.co/advisors/steve-cruice/), Simply Steward, LLC, Highlands Ranch. Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees. - [Jarrod Musick](https://find.wellspent.co/advisors/jarrod-musick/), Destiny Capital, Denver. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Hannah Steendam](https://find.wellspent.co/advisors/hannah-steendam/), Ellevest, Lakewood. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Bethany Aylor](https://find.wellspent.co/advisors/bethany-aylor/), Peak Asset Management, Louisville. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Colorado work on estate planning? The Wellspent public graph lists 207 fee-only advisors for estate planning in Colorado, at 96 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Colorado located? Of the 207 fee-only advisors for estate planning in Colorado, 49 are in Denver, followed by 25 in Colorado Springs and 23 in Boulder. ## How do fee-only advisors for estate planning in Colorado charge? The most common fee among fee-only advisors for estate planning in Colorado is a percentage of assets, used by 95% of the 207 with fees on file. Many use more than one: 60% charge fixed fees and 45% 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 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 estate planning have? For estate planning, look for the CFP and CPA. In Colorado, 46% of the 207 advisors listed hold the CFP. - CFP (46% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do Colorado advisors for estate planning compare with the rest of the US? 60% of fee-only advisors for estate planning in Colorado charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Colorado have an estate or inheritance tax? No. Colorado has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in Colorado? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Sarah Gerber](https://find.wellspent.co/advisors/sarah-gerber.md) | Momentum Financial Planning LLC | Longmont, Colorado | CFP, AFC | Subscription, One-time planning fee | | [Audrey Morrison](https://find.wellspent.co/advisors/audrey-morrison.md) | Cairn Financial Advisors, LLC | Denver, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Daniel Yerger](https://find.wellspent.co/advisors/daniel-yerger.md) | MY Wealth Planners | Longmont, Colorado | AIF, CFP, ChFC, MBA, PhD | Ongoing planning fee, Percentage of assets | | [John McGowan](https://find.wellspent.co/advisors/john-mcgowan.md) | Mandala Financial Advisors | Salida, Colorado | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Shane Dennehy](https://find.wellspent.co/advisors/shane-dennehy.md) | CayDen Wealth Management | Broomfield, Colorado | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Cameron Willcox](https://find.wellspent.co/advisors/cameron-willcox.md) | Willcox Wealth Management | Denver, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jane Young](https://find.wellspent.co/advisors/jane-young.md) | More than Your Money, Inc. | Colorado Springs, Colorado | CFP, EA, MBA | One-time planning fee | | [Ally Ecklund](https://find.wellspent.co/advisors/ally-ecklund.md) | Zestiny Wealth | Denver, Colorado | CFP, CPA, CPWA | Percentage of assets, Hourly | | [Brett Polzin](https://find.wellspent.co/advisors/brett-polzin.md) | Eight Peaks Wealth Management | Parker, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Juan Guevara](https://find.wellspent.co/advisors/juan-guevara.md) | J.F. Williams Co., Inc. | Denver, Colorado | CFP, BS, MSFP | Percentage of assets, One-time planning fee | | [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons.md) | Simmons Investment Management | Louisville, Colorado | CFP, CRPC | One-time planning fee | | [Steve Cruice](https://find.wellspent.co/advisors/steve-cruice.md) | Simply Steward, LLC | Highlands Ranch, Colorado | CFP, CPA | Percentage of assets, Fixed fees | | [Trent Porter](https://find.wellspent.co/advisors/trent-porter.md) | Priority Financial Partners | Denver, Colorado | CFP, CPA, MAcc | Percentage of assets, One-time planning fee | | [Jennifer Hernandez](https://find.wellspent.co/advisors/jennifer-hernandez.md) | Petra Financial Advisors, Inc. | Colorado Springs, Colorado | CFA, CFP, EA, MBA | Percentage of assets, Hourly, Fixed fees | | [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Alicia Duong](https://find.wellspent.co/advisors/alicia-duong.md) | Wealth Engineers | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Bethany Aylor](https://find.wellspent.co/advisors/bethany-aylor.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Brent Yanagida](https://find.wellspent.co/advisors/brent-yanagida.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Grant Bugner](https://find.wellspent.co/advisors/grant-bugner.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Jeffrey Arnold](https://find.wellspent.co/advisors/jeffrey-arnold.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong.md) | Wealth Engineers | Denver, Colorado | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Jonathan Horst](https://find.wellspent.co/advisors/jonathan-horst.md) | The Horst Group | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Joseph Brady](https://find.wellspent.co/advisors/joseph-brady.md) | Rock Financial Planning | Arvada, Colorado | CFP | Ongoing planning fee, Percentage of assets | | [Julie McDaniel](https://find.wellspent.co/advisors/julie-mcdaniel.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Michael Hake](https://find.wellspent.co/advisors/michael-hake.md) | Boulder Wealth Advisors | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Rebecca Kennedy](https://find.wellspent.co/advisors/rebecca-kennedy.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Sunit Bhalla](https://find.wellspent.co/advisors/sunit-bhalla.md) | OakTree Financial Planning, LLC | Fort Collins, Colorado | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee | | [Hannah Boundy](https://find.wellspent.co/advisors/hannah-boundy.md) | Sherwood Financial Partners | Broomfield, Colorado | CFP, CFA | Percentage of assets, Hourly | | [Hannah Steendam](https://find.wellspent.co/advisors/hannah-steendam.md) | Ellevest | Lakewood, Colorado | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Michael Hunter](https://find.wellspent.co/advisors/michael-hunter.md) | Clearpath Legacy Planning | Arvada, Colorado | CFP | Percentage of assets | | [Michael Tracy](https://find.wellspent.co/advisors/michael-tracy.md) | Principium Investments | Boulder, Colorado | CFP | Percentage of assets | | [Nicholas Wolverton](https://find.wellspent.co/advisors/nicholas-wolverton.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Ty Johnson](https://find.wellspent.co/advisors/ty-johnson.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Alison Yoder](https://find.wellspent.co/advisors/alison-yoder.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Brian McKinney](https://find.wellspent.co/advisors/brian-mckinney.md) | Collective Wealth Partners | Aurora, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Courtney Kenning](https://find.wellspent.co/advisors/courtney-kenning.md) | Destiny Capital | Golden, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Gary Shirman](https://find.wellspent.co/advisors/gary-shirman.md) | Boulder Wealth Advisors | Boulder, Colorado | ChFC | Percentage of assets, Hourly, Fixed fees | | [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Jamison White](https://find.wellspent.co/advisors/jamison-white.md) | Paller Financial Services | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Jarrod Musick](https://find.wellspent.co/advisors/jarrod-musick.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Jeremy Busch](https://find.wellspent.co/advisors/jeremy-busch.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees | | [John McCorvie](https://find.wellspent.co/advisors/john-mccorvie.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Joshua Nelson](https://find.wellspent.co/advisors/joshua-nelson.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees | | [Julie Pribble](https://find.wellspent.co/advisors/julie-pribble.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Justin Hobbs](https://find.wellspent.co/advisors/justin-hobbs.md) | Rivertree Wealth | Denver, Colorado | CFP | Percentage of assets | | [Mark Paller](https://find.wellspent.co/advisors/mark-paller.md) | Paller Financial Services | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Bobolia](https://find.wellspent.co/advisors/peter-bobolia.md) | Destiny Capital | Denver, Colorado | CFP, ChFC | Percentage of assets, Flat fee or retainer | | [Scott Bennett](https://find.wellspent.co/advisors/scott-bennett.md) | IWR Advisors | Denver, Colorado | CFP | Percentage of assets | | [Tara Hefty](https://find.wellspent.co/advisors/tara-hefty.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | Showing the first 50 of 207. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/colorado/?page=2 ## Related - [Retirement planning in Colorado](https://find.wellspent.co/specialties/retirement-planning/colorado.md) - [Tax planning in Colorado](https://find.wellspent.co/specialties/tax-planning/colorado.md) - [Founders in Colorado](https://find.wellspent.co/specialties/founders-pre-exit/colorado.md) - [Family wealth transfer in Colorado](https://find.wellspent.co/specialties/family-wealth-transfer/colorado.md) - [Retirees in Colorado](https://find.wellspent.co/audiences/retirees/colorado.md) - [Pre-retirees in Colorado](https://find.wellspent.co/audiences/pre-retirees/colorado.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).