# Financial advisors for sustainable investing in Colorado > For sustainable investing in Colorado, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include George Sugden of Sugden Wealth Management, Michael Tracy of Principium Investments and Hannah Steendam of Ellevest. Page: https://find.wellspent.co/specialties/sustainable-investing/colorado/ 28 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 about sustainable investing in Colorado? For sustainable investing in Colorado, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include George Sugden of Sugden Wealth Management, Michael Tracy of Principium Investments and Hannah Steendam of Ellevest. - [George Sugden](https://find.wellspent.co/advisors/george-sugden/), Sugden Wealth Management, Denver. Holds the CFP. Fees on file: percentage of assets. - [Michael Tracy](https://find.wellspent.co/advisors/michael-tracy/), Principium Investments, Boulder. Holds the CFP. Fees on file: percentage of assets. - [Hannah Steendam](https://find.wellspent.co/advisors/hannah-steendam/), Ellevest, Lakewood. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Julie McDaniel](https://find.wellspent.co/advisors/julie-mcdaniel/), IMPACTfolio, Denver. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Mark Schumacher](https://find.wellspent.co/advisors/mark-schumacher/), Third Day Capital, Denver. Holds the CFA. Fees on file: percentage of assets. - [Jonathan Horst](https://find.wellspent.co/advisors/jonathan-horst/), The Horst Group, Denver. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Colorado work on sustainable investing? The Wellspent public graph lists 28 fee-only advisors for sustainable investing in Colorado, at 17 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Colorado located? Of the 28 fee-only advisors for sustainable investing in Colorado, 8 are in Denver, followed by 6 in Greenwood Village and 3 in Boulder. ## How do fee-only advisors for sustainable investing in Colorado charge? The most common fee among fee-only advisors for sustainable investing in Colorado is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 54% charge by the hour and 46% charge fixed fees. ## 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In Colorado, 54% of the 28 advisors listed hold the CFP. - CFA (4% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (54% of advisors listed): The CFP keeps your values tied to your goals. ## How do Colorado advisors for sustainable investing compare with the rest of the US? 54% of fee-only advisors for sustainable investing in Colorado hold the CFP, compared with 39% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Colorado? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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 | |---|---|---|---|---| | [John McGowan](https://find.wellspent.co/advisors/john-mcgowan.md) | Mandala Financial Advisors | Salida, Colorado | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Jeffrey Arnold](https://find.wellspent.co/advisors/jeffrey-arnold.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jonathan Horst](https://find.wellspent.co/advisors/jonathan-horst.md) | The Horst Group | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Julie McDaniel](https://find.wellspent.co/advisors/julie-mcdaniel.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Rebecca Kennedy](https://find.wellspent.co/advisors/rebecca-kennedy.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Hannah Steendam](https://find.wellspent.co/advisors/hannah-steendam.md) | Ellevest | Lakewood, Colorado | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Michael Tracy](https://find.wellspent.co/advisors/michael-tracy.md) | Principium Investments | Boulder, Colorado | CFP | Percentage of assets | | [Nicholas Wolverton](https://find.wellspent.co/advisors/nicholas-wolverton.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Ty Johnson](https://find.wellspent.co/advisors/ty-johnson.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Jason Taylor](https://find.wellspent.co/advisors/jason-taylor.md) | Taylor's Financial | Fort Collins, Colorado | CFP | Percentage of assets, Fixed fees | | [Lynda Gregory](https://find.wellspent.co/advisors/lynda-gregory.md) | Boulder Canyon Financial | Lafayette, Colorado | CFP | Percentage of assets | | [Andrew Dodds](https://find.wellspent.co/advisors/andrew-dodds.md) | Dodds Wealth | Greenwood Village, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Brennan Pate](https://find.wellspent.co/advisors/brennan-pate.md) | Dodds Wealth | Greenwood Village, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Frederick Ravid](https://find.wellspent.co/advisors/frederick-ravid.md) | Chartered Financial Services | Denver, Colorado | ChFC | Percentage of assets, Hourly, Fixed fees | | [John Dodds](https://find.wellspent.co/advisors/john-dodds.md) | Dodds Wealth | Greenwood Village, Colorado | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Tracy](https://find.wellspent.co/advisors/spencer-tracy.md) | Principium Investments | Boulder, Colorado | | Percentage of assets | | [Mark Schumacher](https://find.wellspent.co/advisors/mark-schumacher.md) | Third Day Capital | Denver, Colorado | CFA | Percentage of assets | | [Clinton Edgar](https://find.wellspent.co/advisors/clinton-edgar.md) | Better Pockets Financial | Fort Collins, Colorado | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Joshua Newell](https://find.wellspent.co/advisors/joshua-newell.md) | Better Pockets Financial | Fort Collins, Colorado | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Nicholas Lenssen](https://find.wellspent.co/advisors/nicholas-lenssen.md) | Bear Peak Financial | Boulder, Colorado | | Percentage of assets, Hourly | | [Adrien Vanpoperinghe](https://find.wellspent.co/advisors/adrien-vanpoperinghe.md) | Lybis Investing | Broomfield, Colorado | | Percentage of assets, Hourly, Flat fee or retainer | | [Jordan Ney](https://find.wellspent.co/advisors/jordan-ney.md) | Blue Water Wealth | Denver, Colorado | | Percentage of assets, Fixed fees | | [Brent Lee](https://find.wellspent.co/advisors/brent-lee.md) | Dodds Wealth | Greenwood Village, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Dean Norsworthy](https://find.wellspent.co/advisors/dean-norsworthy.md) | Dodds Wealth | Greenwood Village, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Deanna Meyer](https://find.wellspent.co/advisors/deanna-meyer.md) | Dodds Wealth | Colorado Springs, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Natalie Ford](https://find.wellspent.co/advisors/natalie-ford.md) | Dodds Wealth | Greenwood Village, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Eric Benzel-Ward](https://find.wellspent.co/advisors/eric-benzel-ward.md) | Chicory Wealth | Westminster, Colorado | | Percentage of assets, Fixed fees | ## 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) - [Founders in Colorado](https://find.wellspent.co/specialties/founders-pre-exit/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) ## 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).