Financial advisors for family wealth transfer in Colorado

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.

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.

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.

See every fee-only advisor fee in Colorado

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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.