Financial advisors for small business owners in Colorado
Which financial advisor should I talk to as a small business owner in Colorado?
For small business owners in Colorado, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Robert Persichitte of Delagify Financial, David Gardner of Entree Wealth and Jon Hsu of TrueVector Wealth Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Robert Persichitte Delagify Financial, Arvada Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- David Gardner Entree Wealth, Boulder Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jon Hsu TrueVector Wealth Advisors, Parker Holds the EA and CFP. Fees on file: flat fee or retainer, one-time planning fee.
- DeDe Smolen Innovative Financial, LLC, Lakewood Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Steve Cruice Simply Steward, LLC, Highlands Ranch Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Courtney Kenning Destiny Capital, Golden Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in Colorado work with small business owners?
The Wellspent public graph lists 68 fee-only advisors for small business owners in Colorado, at 39 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Colorado located?
Of the 68 fee-only advisors for small business owners in Colorado, 15 are in Denver, followed by 14 in Fort Collins and 7 in Colorado Springs.
Plus 22 in other cities.
How do fee-only advisors for small business owners in Colorado charge?
The most common fee among fee-only advisors for small business owners in Colorado is a percentage of assets, used by 87% of the 68 with fees on file. Many use more than one: 46% charge fixed fees and 44% 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 small business owners have?
For small business owners, look for the CPA, EA and CFP. In Colorado, 56% of the 68 advisors listed hold the CFP.
- CPA4% in Colorado
- CPAs understand entity structure and business books.
- EA3% in Colorado
- Enrolled agents help with owner pay and business tax.
- CFP56% in Colorado
- The CFP keeps the business in the wider plan.
How do Colorado advisors for small business owners compare with the rest of the US?
56% of fee-only advisors for small business owners in Colorado hold the CFP, compared with 45% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Colorado. Light bars are all US advisors for small business owners.
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 small business owner in Colorado?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Colorado tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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.
All 68 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sarah Gerber Project and ongoing planning for newlyweds, young families and early-career professionals building a financial foundation, including couples merging finances. | Momentum Financial Planning LLC | Longmont | CFP, AFC | Subscription, One-time planning fee |
| Daniel Yerger | MY Wealth Planners | Longmont | AIF, CFP, ChFC, MBA | Ongoing planning fee, Percentage of assets |
| John McGowan | Mandala Financial Advisors | Salida | CFP, MBA | Percentage of assets, Hourly |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Shane Dennehy | CayDen Wealth Management | Broomfield | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets |
| Aaron Milledge | Targeted Wealth Solutions | Colorado Springs | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Paul Carriere | Carriere Financial Planning | Colorado Springs | CFP | Percentage of assets, Flat fee or retainer |
| David Gardner | Entree Wealth | Boulder | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| Matthew Kelley | Gold Medal Waters, Inc. | Boulder | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| Steve Cruice | Simply Steward, LLC | Highlands Ranch | CFP, CPA | Percentage of assets, Fixed fees |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Jon Hsu | TrueVector Wealth Advisors | Parker | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee |
| Leyder Murillo | Wolfpack Wealth Management | Denver | AWMA, CFP, MBA, SE-AWMA | Flat fee or retainer, Hourly |
| Alicia Duong | Wealth Engineers | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Joseph Brady | Rock Financial Planning | Arvada | CFP | Ongoing planning fee, Percentage of assets |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Courtney Kenning | Destiny Capital | Golden | CFP | Percentage of assets, Flat fee or retainer |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Jarrod Musick | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Timothy Doyle | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Allison De Graaf | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Erik Baskin | Baskin Financial Planning | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Louis Patierno | Peak Planning Group | Centennial | CFP, ChFC | Percentage of assets, Hourly |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Spencer Wynant | Peak Planning Group | Centennial | CFP | Percentage of assets, Hourly |
| Andrew Kelleher | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Christy Kong-Eaton | Red Lady Capital | Crested Butte | CFA | Percentage of assets |
| Donald Dority | Narrow Path Financial | Fort Collins | CFP, PFS | Percentage of assets |
| Jason Taylor | Taylor's Financial | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Lisa Isaacson | Canyon Creek Investment Advisors | Montrose | CFP, PFS | Percentage of assets, Hourly |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Samuel Tenney | Fidelis Wealth Advisors | Castle Rock | CFP | Percentage of assets, Fixed fees |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Emmanuel Eliason | Eliason Wealth Management | Centennial | CFP | Percentage of assets, Fixed fees |
| Ashlie Bostick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Ben Loeffler | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Brian Fraser | Canyon Creek Investment Advisors | Fruita | CFA | Percentage of assets, Hourly |
| Brian Rettig | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| David Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Kevin McNab | ACE Wealth Partners | Westminster | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Vincent Hourigan | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
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