# Financial advisors for founders in Colorado > For founders in Colorado, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Robert Persichitte of Delagify Financial, David Gardner of Entree Wealth and Jonathan Duong of Wealth Engineers. Page: https://find.wellspent.co/specialties/founders-pre-exit/colorado/ 115 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 as a founder in Colorado? For founders in Colorado, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Robert Persichitte of Delagify Financial, David Gardner of Entree Wealth and Jonathan Duong of Wealth Engineers. - [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte/), Delagify Financial, Arvada. Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [David Gardner](https://find.wellspent.co/advisors/david-gardner/), Entree Wealth, Boulder. Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong/), Wealth Engineers, Denver. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [John Glasman](https://find.wellspent.co/advisors/john-glasman/), Gilpin Wealth Management, Golden. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [DeDe Smolen](https://find.wellspent.co/advisors/dede-smolen/), Innovative Financial, LLC, Lakewood. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Eric Walters](https://find.wellspent.co/advisors/eric-walters/), Summit Hill Wealth Management, Greenwood Village. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Colorado work with founders? The Wellspent public graph lists 115 fee-only advisors for founders in Colorado, at 42 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Colorado located? Of the 115 fee-only advisors for founders in Colorado, 21 are in Boulder, followed by 16 in Denver and 15 in Colorado Springs. ## How do fee-only advisors for founders in Colorado charge? The most common fee among fee-only advisors for founders in Colorado is a percentage of assets, used by 93% of the 115 with fees on file. Many use more than one: 58% charge fixed fees and 50% 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 founders have? For founders, look for the CPA, EA and CFP. In Colorado, 50% of the 115 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs can model deal structure and the tax on proceeds. - EA (1% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (50% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (11% of advisors listed): The CFA helps with investing a large sum at once. ## How do Colorado advisors for founders compare with the rest of the US? 50% of fee-only advisors for founders in Colorado hold the CFP, compared with 41% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Colorado tax income on top of federal tax? Yes. Colorado has a state income tax, so a financial plan for a Colorado resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Colorado? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Colorado can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Colorado? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for Colorado tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Aaron Milledge](https://find.wellspent.co/advisors/aaron-milledge.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer | | [Paul Carriere](https://find.wellspent.co/advisors/paul-carriere.md) | Carriere Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [David Gardner](https://find.wellspent.co/advisors/david-gardner.md) | Entree Wealth | Boulder, Colorado | CFP, EA, MS | Percentage of assets, Ongoing planning fee | | [DeDe Smolen](https://find.wellspent.co/advisors/dede-smolen.md) | Innovative Financial, LLC | Lakewood, Colorado | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Alicia Duong](https://find.wellspent.co/advisors/alicia-duong.md) | Wealth Engineers | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Bethany Aylor](https://find.wellspent.co/advisors/bethany-aylor.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Brent Yanagida](https://find.wellspent.co/advisors/brent-yanagida.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Grant Bugner](https://find.wellspent.co/advisors/grant-bugner.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets | | [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong.md) | Wealth Engineers | Denver, Colorado | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Joseph Brady](https://find.wellspent.co/advisors/joseph-brady.md) | Rock Financial Planning | Arvada, Colorado | CFP | Ongoing planning fee, Percentage of assets | | [Robert Hamilton](https://find.wellspent.co/advisors/robert-hamilton-6331348.md) | Integrity Investment Advisors | Fort Collins, Colorado | CFP | Percentage of assets | | [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee | | [Kayla Benjamin](https://find.wellspent.co/advisors/kayla-benjamin.md) | KB Financial Advisors | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Nicholas Wolverton](https://find.wellspent.co/advisors/nicholas-wolverton.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Steve Zakelj](https://find.wellspent.co/advisors/steve-zakelj.md) | Flatirons Wealth Management | Boulder, Colorado | CFP | Hourly | | [Ty Johnson](https://find.wellspent.co/advisors/ty-johnson.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Alison Yoder](https://find.wellspent.co/advisors/alison-yoder.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Brian McKinney](https://find.wellspent.co/advisors/brian-mckinney.md) | Collective Wealth Partners | Aurora, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Courtney Kenning](https://find.wellspent.co/advisors/courtney-kenning.md) | Destiny Capital | Golden, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Jamison White](https://find.wellspent.co/advisors/jamison-white.md) | Paller Financial Services | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Jarrod Musick](https://find.wellspent.co/advisors/jarrod-musick.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [John McCorvie](https://find.wellspent.co/advisors/john-mccorvie.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Julie Pribble](https://find.wellspent.co/advisors/julie-pribble.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Mark Paller](https://find.wellspent.co/advisors/mark-paller.md) | Paller Financial Services | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Bobolia](https://find.wellspent.co/advisors/peter-bobolia.md) | Destiny Capital | Denver, Colorado | CFP, ChFC | Percentage of assets, Flat fee or retainer | | [Tara Hefty](https://find.wellspent.co/advisors/tara-hefty.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Timothy Burt](https://find.wellspent.co/advisors/timothy-burt.md) | Peak Asset Management | Louisville, Colorado | CFA | Percentage of assets | | [Timothy Doyle](https://find.wellspent.co/advisors/timothy-doyle.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Allison De Graaf](https://find.wellspent.co/advisors/allison-de-graaf.md) | Peak Planning Group | Centennial, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Edwin Janeczek](https://find.wellspent.co/advisors/edwin-janeczek.md) | Altus Wealth Group | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Erik Baskin](https://find.wellspent.co/advisors/erik-baskin.md) | Baskin Financial Planning | 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 | | [Meera Meyer](https://find.wellspent.co/advisors/meera-meyer.md) | Full Body Finance | Boulder, Colorado | CFP | Ongoing planning fee | | [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 | | [Benjamin Weaver](https://find.wellspent.co/advisors/benjamin-weaver.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Lichtenheld](https://find.wellspent.co/advisors/brian-lichtenheld.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Cassidy Steck](https://find.wellspent.co/advisors/cassidy-steck.md) | Peak Asset Management | Louisville, Colorado | | Percentage of assets | | [Jason Foster](https://find.wellspent.co/advisors/jason-foster.md) | Peak Asset Management | Louisville, Colorado | | Percentage of assets | | [John Glasman](https://find.wellspent.co/advisors/john-glasman.md) | Gilpin Wealth Management | Golden, Colorado | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jonathan Zeschin](https://find.wellspent.co/advisors/jonathan-zeschin.md) | Essential Investment Partners | Englewood, Colorado | CFP | Percentage of assets | | [Julie Martinez](https://find.wellspent.co/advisors/julie-martinez.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Kathrin Biscornet](https://find.wellspent.co/advisors/kathrin-biscornet.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Beitel-Horton](https://find.wellspent.co/advisors/lily-beitel-horton.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Lindy Yoshida](https://find.wellspent.co/advisors/lindy-yoshida.md) | BSW Wealth Partners | Boulder, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 115. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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) - [Family wealth transfer in Colorado](https://find.wellspent.co/specialties/family-wealth-transfer/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).