Financial advisors for physicians in Colorado

Which financial advisor should I talk to as a physician in Colorado?

For physicians in Colorado, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Zack Gutches of True Riches Financial Planning, Matthew Kelley of Gold Medal Waters, Inc. and Thomas Little of Yeti Wealth Management Group.

How many fee-only financial advisors in Colorado work with physicians?

The Wellspent public graph lists 44 fee-only advisors for physicians in Colorado, at 12 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for physicians in Colorado charge?

The most common fee among fee-only advisors for physicians in Colorado is a percentage of assets, used by 89% of the 44 with fees on file. Many use more than one: 73% charge fixed fees and 64% 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 physicians have?

For physicians, look for the CFP and CPA. In Colorado, 45% of the 44 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 should I ask a financial advisor as a physician in Colorado?

1. How many physicians do you work with, and at what career stage?
2. How would you approach my loans, including PSLF?
3. How do you evaluate own-occupation disability coverage?
4. Do you sell insurance or earn anything from it?
5. How will you plan for Colorado tax alongside federal tax?

How current is this list of fee-only advisors for physicians 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.