Financial advisors for estate planning in Colorado Springs, Colorado
Which financial advisor should I talk to about estate planning in Colorado Springs?
For estate planning in Colorado Springs, 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 William Adelmann of Adelmann Financial, Jane Young of More than Your Money, Inc. and Jennifer Hernandez of Petra Financial Advisors, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- William Adelmann Adelmann Financial, Colorado Springs City Holds the CFP. Fees on file: percentage of assets.
- Jane Young More than Your Money, Inc., Colorado Springs City Holds the CFP. Fees on file: one-time planning fee.
- Jennifer Hernandez Petra Financial Advisors, Inc., Colorado Springs City Holds the CFP. Fees on file: percentage of assets, hourly.
- Craig Morgan Colmina, Colorado Springs City Holds the CFP. Fees on file: percentage of assets, hourly.
- Edwin Janeczek Altus Wealth Group, Colorado Springs City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Erik Baskin Baskin Financial Planning, Colorado Springs City Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Colorado Springs work on estate planning?
The Wellspent public graph lists 25 fee-only advisors for estate planning in Colorado Springs, at 13 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for estate planning in Colorado Springs charge?
The most common fee among fee-only advisors for estate planning in Colorado Springs is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 56% charge fixed fees and 40% 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. In Colorado Springs, 32% of the 25 advisors listed hold the CFP.
- CFP32% in Colorado Springs
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Colorado Springs advisors for estate planning compare with the rest of the US?
32% of fee-only advisors for estate planning in Colorado Springs hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Colorado Springs. Light bars are all US advisors for estate planning.
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 Springs?
- 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 Springs?
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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jane Young | More than Your Money, Inc. | Colorado Springs | CFP, EA, MBA | One-time planning fee |
| Jennifer Hernandez | Petra Financial Advisors, Inc. | Colorado Springs | CFA, CFP, EA, MBA | Percentage of assets, Hourly |
| 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 |
| Kyle Boucher | PCM Encore | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Craig Morgan | Colmina | Colorado Springs | CFP | Percentage of assets, Hourly |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Russell Adelmann | Adelmann Financial | Colorado Springs | CFP | Percentage of assets |
| William Adelmann | Adelmann Financial | Colorado Springs | CFP | 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 |
| 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 |
| Braiden Miller | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Courtney Mimmo | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Deanna Meyer | Dodds Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Jill Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Justin Leveille | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Melissa Starr | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Ronald Johnson | Corundum Group | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Daniel Korleski | Cobalt Private Wealth | Colorado Springs | Not listed | Percentage of assets |
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