Financial advisors for tax planning in Boulder, Colorado
Which financial advisor should I talk to about tax planning in Boulder?
For tax planning in Boulder, 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 Josh Radman of Presidio Advisors LLC, David Gardner of Entree Wealth and Meera Meyer of Full Body Finance.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Josh Radman Presidio Advisors LLC, Boulder City Holds the EA and CFP. Fees on file: flat fee or retainer.
- David Gardner Entree Wealth, Boulder City Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Meera Meyer Full Body Finance, Boulder City Holds the CFP. Fees on file: ongoing planning fee.
- Matthew Kelley Gold Medal Waters, Inc., Boulder City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Eddie Liang Downshift Financial, Boulder City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Raliegh Riddoch BSW Wealth Partners, Boulder City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Boulder work on tax planning?
The Wellspent public graph lists 31 fee-only advisors for tax planning in Boulder, at 11 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Boulder charge?
The most common fee among fee-only advisors for tax planning in Boulder is a percentage of assets, used by 81% of the 31 with fees on file. Many use more than one: 81% charge by the hour and 77% charge fixed fees.
How much do fee-only financial advisors charge in Boulder?
Fee-only financial advisors in Boulder charge a median of $10,000 a year for ongoing planning. We found this across the published prices of 5 Boulder firms.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA and CFP. In Boulder, 58% of the 31 advisors listed hold the CFP.
- EA6% in Boulder
- Enrolled agents are licensed by the IRS and focus on tax.
- CFP58% in Boulder
- The CFP connects tax decisions to the rest of the plan.
How do Boulder advisors for tax planning compare with the rest of the US?
81% of fee-only advisors for tax planning in Boulder charge by the hour, compared with 41% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Boulder. Light bars are all US advisors for tax planning.
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 Boulder?
- 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 Boulder?
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 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Gardner | Entree Wealth | Boulder | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Matthew Kelley | Gold Medal Waters, Inc. | Boulder | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| Eddie Liang | Downshift Financial | Boulder | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Hake | Boulder Wealth Advisors | Boulder | CFP | Percentage of assets, Hourly |
| Gary Shirman | Boulder Wealth Advisors | Boulder | ChFC | Percentage of assets, Hourly |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lisa Cowan | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Tron Welch | Welch Financial Planning | Boulder | CFP | Percentage of assets, Hourly |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| David Wolf | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Dmitry Popov | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Matthew Samek | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Molly Devnani | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| David Baines | Pantile Investments | Boulder | Not listed | Percentage of assets, Fixed fees |
| Fernando Guardia Virreira | Guardian Brothers | Boulder | Not listed | Flat fee or retainer, Hourly |
| Ryley Cowan | Welch Financial Planning | Boulder | Not listed | Percentage of assets, Hourly |
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