Financial advisors for estate planning in Denver, Colorado

Which financial advisor should I talk to about estate planning in Denver?

For estate planning in Denver, 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 Jarrod Musick of Destiny Capital.

How many fee-only financial advisors in Denver work on estate planning?

The Wellspent public graph lists 49 fee-only advisors for estate planning in Denver, at 31 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for estate planning in Denver charge?

The most common fee among fee-only advisors for estate planning in Denver is a percentage of assets, used by 88% of the 49 with fees on file. Many use more than one: 43% charge fixed fees and 31% charge by the hour.

How much do fee-only financial advisors charge in Denver?

Fee-only financial advisors in Denver charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 9 Denver firms.

How much does a one-time financial plan cost in Denver?

A one-time financial plan from a fee-only firm in Denver has a median price of $2,500. We found this across the published prices of 7 Denver firms.

See every fee-only advisor fee in Colorado

What credentials should a financial advisor for estate planning have?

For estate planning, look for the CFP and CPA. In Denver, 53% of the 49 advisors listed hold the CFP.

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 Denver?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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 Denver?

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.