Financial advisors for tax planning in Colorado
Which financial advisor should I talk to about tax planning in Colorado?
For tax planning in Colorado, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Zack Gutches of True Riches Financial Planning, James Mayo of IronFjord Wealth Management and Dwight Dettloff of Winding Trail Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Zack Gutches True Riches Financial Planning, Denver Holds the CPA and CFP. Fees on file: flat fee or retainer.
- James Mayo IronFjord Wealth Management, Lakewood Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Dwight Dettloff Winding Trail Financial Planning, LLC, Lafayette Holds the CPA and CFP. Fees on file: percentage of assets.
- Robert Persichitte Delagify Financial, Arvada Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Brett Polzin Eight Peaks Wealth Management, Parker Holds the EA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Ally Ecklund Zestiny Wealth, Denver Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Colorado work on tax planning?
The Wellspent public graph lists 191 fee-only advisors for tax planning in Colorado, at 102 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Colorado located?
Of the 191 fee-only advisors for tax planning in Colorado, 42 are in Denver, followed by 31 in Boulder and 16 in Colorado Springs.
Plus 77 in other cities.
How do fee-only advisors for tax planning in Colorado charge?
The most common fee among fee-only advisors for tax planning in Colorado is a percentage of assets, used by 88% of the 191 with fees on file. Many use more than one: 47% charge fixed fees and 41% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Colorado, 51% of the 191 advisors listed hold the CFP.
- EA5% in Colorado
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA3% in Colorado
- CPAs bring broad tax and accounting depth.
- CFP51% in Colorado
- The CFP connects tax decisions to the rest of the plan.
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 about tax planning in Colorado?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Colorado tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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 191 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Audrey Morrison | Cairn Financial Advisors, LLC | Denver | CFP, MBA | Percentage of assets, Ongoing 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 |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| Jane Young | More than Your Money, Inc. | Colorado Springs | CFP, EA, MBA | One-time planning fee |
| Justin Pritchard Retirement planning and investment management. | Approach Financial, Inc. | Montrose | CFP, MBA | Flat fee or retainer, One-time planning fee |
| Paul Carriere | Carriere Financial Planning | Colorado Springs | CFP | Percentage of assets, Flat fee or retainer |
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Ally Ecklund | Zestiny Wealth | Denver | CFP, CPA, CPWA | Percentage of assets, Hourly |
| Brett Polzin | Eight Peaks Wealth Management | Parker | CFP, EA | Percentage of assets, Flat fee or retainer |
| David Gardner | Entree Wealth | Boulder | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| James Mayo | IronFjord Wealth Management | Lakewood | CFP, MBA, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Juan Guevara | J.F. Williams Co., Inc. | Denver | CFP, BS, MSFP | Percentage of assets, One-time planning fee |
| Kyle Simmons | Simmons Investment Management | Louisville | CFP, CRPC | One-time planning fee |
| Matthew Kelley | Gold Medal Waters, Inc. | Boulder | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| Nestor Vargas | AlignPoint Wealth | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Trent Porter | Priority Financial Partners | Denver | CFP, CPA, MAcc | Percentage of assets, One-time planning fee |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Dwight Dettloff | Winding Trail Financial Planning, LLC | Lafayette | CFP, CPA, PFS, RICP | Percentage of assets |
| Eddie Liang | Downshift Financial | Boulder | CFP | Flat fee or retainer, Ongoing planning fee |
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| Jon Hsu | TrueVector Wealth Advisors | Parker | CFP, CIMA, EA | Flat fee or retainer, One-time planning fee |
| Lucas Casarez | Level Up Financial Planning | Timnath | CFP | Percentage of assets, Ongoing planning fee |
| Travis Hughes | Downshift Financial | Erie | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Paul Staib | Staib Financial Planning, LLC | Parker | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Alicia Duong | Wealth Engineers | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Bethany Aylor | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Brent Yanagida | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Grant Bugner | Peak Asset Management | Louisville | CFP | Percentage of assets |
| Jeffrey Arnold | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Jonathan Duong | Wealth Engineers | Denver | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Jonathan Horst | The Horst Group | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Brady | Rock Financial Planning | Arvada | CFP | Ongoing planning fee, Percentage of assets |
| Julie McDaniel | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Rebecca Kennedy | IMPACTfolio | Denver | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| 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 |
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