Financial advisors for family wealth transfer in Denver, Colorado

Which financial advisor should I talk to about passing wealth to the next generation in Denver?

For family wealth transfer in Denver, 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 Timothy Doyle of Destiny Capital, John Trujillo of West End Wealth Management and Andrew Kelleher of Denver Private Wealth Management.

How many fee-only financial advisors in Denver work on family wealth transfer?

The Wellspent public graph lists 28 fee-only advisors for family wealth transfer in Denver, at 12 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in Denver charge?

The most common fee among fee-only advisors for family wealth transfer in Denver is a percentage of assets, used by 100% of the 28 with fees on file. Many use more than one: 64% charge fixed fees and 32% 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 family wealth transfer have?

For family wealth transfer, look for the CFP. In Denver, 32% of the 28 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 Denver?

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 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.