Financial advisors for sustainable investing in Colorado
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- George Sugden Sugden Wealth Management, Denver Holds the CFP. Fees on file: percentage of assets.
- Michael Tracy Principium Investments, Boulder Holds the CFP. Fees on file: percentage of assets.
- Hannah Steendam Ellevest, Lakewood Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Julie McDaniel IMPACTfolio, Denver Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Mark Schumacher Third Day Capital, Denver Holds the CFA. Fees on file: percentage of assets.
- 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.
Plus 5 in other cities.
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.
- CFA4% in Colorado
- The CFA helps with evaluating funds and their holdings.
- CFP54% in Colorado
- 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.
Dark bars are Colorado. Light bars are all US advisors for sustainable investing.
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.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John McGowan | Mandala Financial Advisors | Salida | CFP, MBA | Percentage of assets, Hourly |
| Jeffrey Arnold | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Julie McDaniel | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Rebecca Kennedy | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Hannah Steendam | Ellevest | Lakewood | CFP | Percentage of assets, Flat fee or retainer |
| Michael Tracy | Principium Investments | Boulder | CFP | Percentage of assets |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| George Sugden | Sugden Wealth Management | Denver | CFP | Percentage of assets |
| Jason Taylor | Taylor's Financial | Fort Collins | CFP | Percentage of assets, Fixed fees |
| Lynda Gregory | Boulder Canyon Financial | Lafayette | CFP | Percentage of assets |
| Andrew Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Brennan Pate | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Frederick Ravid | Chartered Financial Services | Denver | ChFC | Percentage of assets, Hourly |
| John Dodds | Dodds Wealth | Greenwood Village | CFP | Percentage of assets, Hourly |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Mark Schumacher | Third Day Capital | Denver | CFA | Percentage of assets |
| Clinton Edgar | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Joshua Newell | Better Pockets Financial | Fort Collins | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Lenssen | Bear Peak Financial | Boulder | Not listed | Percentage of assets, Hourly |
| Adrien Vanpoperinghe | Lybis Investing | Broomfield | Not listed | Percentage of assets, Hourly |
| Jordan Ney | Blue Water Wealth | Denver | Not listed | Percentage of assets, Fixed fees |
| Brent Lee | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Dean Norsworthy | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Deanna Meyer | Dodds Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Natalie Ford | Dodds Wealth | Greenwood Village | Not listed | Percentage of assets, Hourly |
| Eric Benzel-Ward | Chicory Wealth | Westminster | Not listed | Percentage of assets, Fixed fees |
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