# Financial advisors for family wealth transfer in Colorado > For family wealth transfer in Colorado, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Hannah Boundy of Sherwood Financial Partners, Timothy Doyle of Destiny Capital and Michael Hunter of Clearpath Legacy Planning. Page: https://find.wellspent.co/specialties/family-wealth-transfer/colorado/ 98 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 passing wealth to the next generation in Colorado? For family wealth transfer in Colorado, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Hannah Boundy of Sherwood Financial Partners, Timothy Doyle of Destiny Capital and Michael Hunter of Clearpath Legacy Planning. - [Hannah Boundy](https://find.wellspent.co/advisors/hannah-boundy/), Sherwood Financial Partners, Broomfield. Holds the CFP. Fees on file: percentage of assets, hourly. - [Timothy Doyle](https://find.wellspent.co/advisors/timothy-doyle/), Destiny Capital, Denver. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Michael Hunter](https://find.wellspent.co/advisors/michael-hunter/), Clearpath Legacy Planning, Arvada. Holds the CFP. Fees on file: percentage of assets. - [James Osborne](https://find.wellspent.co/advisors/james-osborne/), Bason Asset Management, Lakewood. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Michael Tracy](https://find.wellspent.co/advisors/michael-tracy/), Principium Investments, Boulder. Holds the CFP. Fees on file: percentage of assets. - [Raquel Hinman](https://find.wellspent.co/advisors/raquel-hinman/), Hinman Financial Planning, Inc., Erie. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Colorado work on family wealth transfer? The Wellspent public graph lists 98 fee-only advisors for family wealth transfer in Colorado, at 36 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Colorado located? Of the 98 fee-only advisors for family wealth transfer in Colorado, 28 are in Denver, followed by 8 in Boulder and 8 in Colorado Springs. ## How do fee-only advisors for family wealth transfer in Colorado charge? The most common fee among fee-only advisors for family wealth transfer in Colorado is a percentage of assets, used by 98% of the 98 with fees on file. Many use more than one: 70% charge fixed fees and 42% 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Colorado, 30% of the 98 advisors listed hold the CFP. - CFP (30% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Colorado advisors for family wealth transfer compare with the rest of the US? 70% of fee-only advisors for family wealth transfer in Colorado charge fixed fees, compared with 62% of the 3,385 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 passing wealth to the next generation in Colorado? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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 | |---|---|---|---|---| | [Raquel Hinman](https://find.wellspent.co/advisors/raquel-hinman.md) | Hinman Financial Planning, Inc. | Erie, Colorado | CFP, CDFA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Michael Hake](https://find.wellspent.co/advisors/michael-hake.md) | Boulder Wealth Advisors | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Myra Salzer](https://find.wellspent.co/advisors/myra-salzer.md) | The Wealth Conservancy, Inc. | Boulder, Colorado | BS, CFP | Ongoing planning fee | | [Hannah Boundy](https://find.wellspent.co/advisors/hannah-boundy.md) | Sherwood Financial Partners | Broomfield, Colorado | CFP, CFA | Percentage of assets, Hourly | | [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 | | [Alison Yoder](https://find.wellspent.co/advisors/alison-yoder.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [James Osborne](https://find.wellspent.co/advisors/james-osborne.md) | Bason Asset Management | Lakewood, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jarrod Musick](https://find.wellspent.co/advisors/jarrod-musick.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Peter Bobolia](https://find.wellspent.co/advisors/peter-bobolia.md) | Destiny Capital | Denver, Colorado | CFP, ChFC | Percentage of assets, Flat fee or retainer | | [Timothy Doyle](https://find.wellspent.co/advisors/timothy-doyle.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Aaron Tice](https://find.wellspent.co/advisors/aaron-tice.md) | Delphi Wealth Partners | Grand Junction, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison De Graaf](https://find.wellspent.co/advisors/allison-de-graaf.md) | Peak Planning Group | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Boucher](https://find.wellspent.co/advisors/kyle-boucher.md) | PCM Encore | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Louis Patierno](https://find.wellspent.co/advisors/louis-patierno.md) | Peak Planning Group | Centennial, Colorado | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Spencer Wynant](https://find.wellspent.co/advisors/spencer-wynant.md) | Peak Planning Group | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Tucker Weppner](https://find.wellspent.co/advisors/tucker-weppner.md) | Sanderson Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Andrew Kelleher](https://find.wellspent.co/advisors/andrew-kelleher.md) | Denver Private Wealth Management | Denver, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony McEahern](https://find.wellspent.co/advisors/anthony-mceahern.md) | Gilpin Wealth Management | Golden, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [John Glasman](https://find.wellspent.co/advisors/john-glasman.md) | Gilpin Wealth Management | Golden, Colorado | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lisa Isaacson](https://find.wellspent.co/advisors/lisa-isaacson.md) | Canyon Creek Investment Advisors | Montrose, Colorado | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Logan Richard](https://find.wellspent.co/advisors/logan-richard.md) | Denver Private Wealth Management | Denver, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [William Shriver](https://find.wellspent.co/advisors/william-shriver.md) | Gilpin Wealth Management | Golden, Colorado | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Daniel Meyers](https://find.wellspent.co/advisors/daniel-meyers.md) | Adventure Wealth | Ridgway, Colorado | | Percentage of assets, Ongoing planning fee | | [Frederick Ravid](https://find.wellspent.co/advisors/frederick-ravid.md) | Chartered Financial Services | Denver, Colorado | ChFC | Percentage of assets, Hourly, Fixed fees | | [Jason Brooks](https://find.wellspent.co/advisors/jason-brooks.md) | Indelible Wealth Group | Berthoud, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [John Garmhausen](https://find.wellspent.co/advisors/john-garmhausen.md) | First Look Capital Management | Crested Butte, Colorado | CFP, CFA | Percentage of assets, Hourly | | [John Trujillo](https://find.wellspent.co/advisors/john-trujillo.md) | West End Wealth Management | Denver, Colorado | CFP | Percentage of assets, Hourly | | [Scott North](https://find.wellspent.co/advisors/scott-north.md) | Clearpath Legacy Planning | Denver, Colorado | | Percentage of assets | | [Spencer Tracy](https://find.wellspent.co/advisors/spencer-tracy.md) | Principium Investments | Boulder, Colorado | | Percentage of assets | | [Thomas Riley](https://find.wellspent.co/advisors/thomas-riley.md) | Alpha Capital Family Office | Greenwood Village, Colorado | CFA | Percentage of assets, Fixed fees | | [Adam Joice](https://find.wellspent.co/advisors/adam-joice.md) | Aspen Grove Capital | Avon, Colorado | CFP | Percentage of assets, Fixed fees | | [Anthony Lopiccolo](https://find.wellspent.co/advisors/anthony-lopiccolo.md) | Custos Family Office | Greenwood Village, Colorado | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ashlie Bostick](https://find.wellspent.co/advisors/ashlie-bostick.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Ben Loeffler](https://find.wellspent.co/advisors/ben-loeffler.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Brian Fraser](https://find.wellspent.co/advisors/brian-fraser.md) | Canyon Creek Investment Advisors | Fruita, Colorado | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Rettig](https://find.wellspent.co/advisors/brian-rettig.md) | Denver Private Wealth Management | Denver, Colorado | CFA | Percentage of assets, Hourly, Fixed fees | | [Coleman Shwayder](https://find.wellspent.co/advisors/coleman-shwayder.md) | 7Two | Denver, Colorado | CFP | Percentage of assets, Fixed fees | | [David Berg](https://find.wellspent.co/advisors/david-berg.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Gary Lutes](https://find.wellspent.co/advisors/gary-lutes.md) | Tillman Hartley | Denver, Colorado | CFA | Percentage of assets, Fixed fees | | [James Carr](https://find.wellspent.co/advisors/james-carr.md) | Keystone Global Partners | Denver, Colorado | | Percentage of assets | | [Jonathan Stirling](https://find.wellspent.co/advisors/jonathan-stirling.md) | Westwind Capital | Centennial, Colorado | | Percentage of assets | | [Kevin Schwall](https://find.wellspent.co/advisors/kevin-schwall.md) | Tillman Hartley | Denver, Colorado | CFA | Percentage of assets, Fixed fees | | [Mark Schumacher](https://find.wellspent.co/advisors/mark-schumacher.md) | Third Day Capital | Denver, Colorado | CFA | Percentage of assets | | [Matthew Dupree](https://find.wellspent.co/advisors/matthew-dupree.md) | Denver Private Wealth Management | Denver, Colorado | CFA | Percentage of assets, Hourly, Fixed fees | | [Sierra Merrick](https://find.wellspent.co/advisors/sierra-merrick.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Vincent Hourigan](https://find.wellspent.co/advisors/vincent-hourigan.md) | Acorn Creek Capital | Fort Collins, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Alexandra Boyles](https://find.wellspent.co/advisors/alexandra-boyles.md) | Alpha Capital Family Office | Greenwood Village, Colorado | | Percentage of assets, Fixed fees | Showing the first 50 of 98. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/colorado/?page=2 ## Related - [Retirement planning in Colorado](https://find.wellspent.co/specialties/retirement-planning/colorado.md) - [Estate planning in Colorado](https://find.wellspent.co/specialties/estate-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) - [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).