Financial advisors for founders in Colorado

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.

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.

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.

See every fee-only advisor fee in Colorado

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Colorado tax alongside federal tax?
6. 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.