Financial advisors for retirement planning in Denver, Colorado

Which financial advisor should I talk to about retirement planning in Denver?

For retirement planning in Denver, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Cameron Willcox of Willcox Wealth Management, Zack Gutches of True Riches Financial Planning and Trent Porter of Priority Financial Partners.

How many fee-only financial advisors in Denver work on retirement planning?

The Wellspent public graph lists 61 fee-only advisors for retirement planning in Denver, at 35 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirement planning in Denver charge?

The most common fee among fee-only advisors for retirement planning in Denver is a percentage of assets, used by 87% of the 61 with fees on file. Many use more than one: 39% charge by the hour and 28% charge fixed fees.

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 retirement planning have?

For retirement planning, look for the CFP, EA and CPA. In Denver, 59% of the 61 advisors listed hold the CFP.

Does Colorado tax Social Security?

Yes, for some residents. Colorado taxes Social Security with exemptions that depend on income, so it belongs in a withdrawal plan.

What should I ask a financial advisor about retirement planning in Denver?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. How does Colorado tax each source of my retirement income?

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