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Financial advisors for estate planning in Colorado

All 207 advisors

Fee-only advisors for estate planning in Colorado: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Timothy Burt Peak Asset Management Louisville CFA Percentage of assets
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Aaron Tice Delphi Wealth Partners Grand Junction CFP Percentage of assets, Hourly
Clint Thomas Integrity Wealth Solutions Denver CFP Flat fee or retainer, One-time planning fee
Edwin Janeczek Altus Wealth Group Colorado Springs CFP Percentage of assets, Fixed fees
Erik Baskin Baskin Financial Planning Colorado Springs CFP Percentage of assets, Fixed fees
Justina Welch Integrity Wealth Solutions Denver CFP Flat fee or retainer, One-time planning fee
Kyle Boucher PCM Encore Colorado Springs CFP Percentage of assets, Fixed fees
Madeline Barconi Breakwater Capital Group Denver CFP, ChFC Percentage of assets, Hourly
Thomas Jennings Keen Capital Westminster CFP Percentage of assets, Fixed fees
Tucker Weppner Sanderson Wealth Management Denver CFP Percentage of assets
Andrew Kelleher Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Anthony McEahern Gilpin Wealth Management Golden CFP Percentage of assets, Hourly
Benjamin Weaver BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Brian Lichtenheld BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Cassidy Steck Peak Asset Management Louisville Not listed Percentage of assets
Christian West Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Christy Kong-Eaton Red Lady Capital Crested Butte CFA Percentage of assets
Craig Morgan Colmina Colorado Springs CFP Percentage of assets, Hourly
Emily Dyer-Wolfe Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Jason Foster Peak Asset Management Louisville Not listed Percentage of assets
Joel Cavaliere Blue Heron Capital Englewood CFP Percentage of assets, Hourly
John Glasman Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Jonathan Fecko Elevate Wealth Management Littleton CFP Percentage of assets, Hourly
Joshua Rigden Rigden Capital Strategies Englewood CFP Percentage of assets, Hourly
Julie Martinez BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Kathrin Biscornet BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lily Beitel-Horton BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Lindy Yoshida BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Logan Richard Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Lynda Gregory Boulder Canyon Financial Lafayette CFP 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
Raliegh Riddoch BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Samuel Tenney Fidelis Wealth Advisors Castle Rock CFP Percentage of assets, Fixed fees
Sophia Berglund Peak Asset Management Louisville Not listed Percentage of assets
Steven Szafranski BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Tami Carroll BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
Terry Robinette Peak Asset Management Louisville Not listed Percentage of assets
Timothy Wojtalik BSW Wealth Partners Boulder CFP Percentage of assets, Hourly
William Shriver Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Andrea Searle Schaefer Financial Management Centennial 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
Carlie Campuzano Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Daniel Meyers Adventure Wealth Ridgway Not listed Percentage of assets, Ongoing planning fee
Frederick Ravid Chartered Financial Services Denver ChFC Percentage of assets, Hourly
Gavin Forrest Schaefer Financial Management Centennial CFP Percentage of assets, Hourly
Grayson Hofferber Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Gregory Anderson GRAnderson Wealth Management Group Denver CFP Percentage of assets, Hourly