# Financial advisors for tax planning in Denver, Colorado > For tax planning in Denver, 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, Ally Ecklund of Zestiny Wealth and Cameron Willcox of Willcox Wealth Management. Page: https://find.wellspent.co/specialties/tax-planning/colorado/denver/ 42 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 tax planning in Denver? For tax planning in Denver, 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, Ally Ecklund of Zestiny Wealth and Cameron Willcox of Willcox Wealth Management. - [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches/), True Riches Financial Planning, Denver City. Holds the CPA and CFP. Fees on file: flat fee or retainer. - [Ally Ecklund](https://find.wellspent.co/advisors/ally-ecklund/), Zestiny Wealth, Denver City. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Cameron Willcox](https://find.wellspent.co/advisors/cameron-willcox/), Willcox Wealth Management, Denver City. Holds the EA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Trent Porter](https://find.wellspent.co/advisors/trent-porter/), Priority Financial Partners, Denver City. Holds the CPA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Nicholas Weisert](https://find.wellspent.co/advisors/nicholas-weisert/), 46° North Financial, Denver City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Jarrod Musick](https://find.wellspent.co/advisors/jarrod-musick/), Destiny Capital, Denver City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Denver work on tax planning? The Wellspent public graph lists 42 fee-only advisors for tax planning in Denver, at 30 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Denver charge? The most common fee among fee-only advisors for tax planning in Denver is a percentage of assets, used by 86% of the 42 with fees on file. Many use more than one: 26% charge a flat fee or retainer and 26% charge fixed fees. ## How much do fee-only financial advisors charge in Denver? Fee-only financial advisors in Denver charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 9 Denver firms. ## How much does a one-time financial plan cost in Denver? A one-time financial plan from a fee-only firm in Denver has a median price of $2,500. We found this across the published prices of 7 Denver firms. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the EA, CPA and CFP. In Denver, 62% of the 42 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (7% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (62% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Denver advisors for tax planning compare with the rest of the US? 26% of fee-only advisors for tax planning in Denver charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 Denver? - 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 Denver? 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 | |---|---|---|---|---| | [Audrey Morrison](https://find.wellspent.co/advisors/audrey-morrison.md) | Cairn Financial Advisors, LLC | Denver, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Cameron Willcox](https://find.wellspent.co/advisors/cameron-willcox.md) | Willcox Wealth Management | Denver, Colorado | CFP, EA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Ally Ecklund](https://find.wellspent.co/advisors/ally-ecklund.md) | Zestiny Wealth | Denver, Colorado | CFP, CPA, CPWA | Percentage of assets, Hourly | | [Juan Guevara](https://find.wellspent.co/advisors/juan-guevara.md) | J.F. Williams Co., Inc. | Denver, Colorado | CFP, BS, MSFP | Percentage of assets, One-time planning fee | | [Nestor Vargas](https://find.wellspent.co/advisors/nestor-vargas.md) | AlignPoint Wealth | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Trent Porter](https://find.wellspent.co/advisors/trent-porter.md) | Priority Financial Partners | Denver, Colorado | CFP, CPA, MAcc | Percentage of assets, One-time planning fee | | [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches.md) | True Riches Financial Planning | Denver, Colorado | CFP, CPA | Flat fee or retainer | | [Alicia Duong](https://find.wellspent.co/advisors/alicia-duong.md) | Wealth Engineers | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Jeffrey Arnold](https://find.wellspent.co/advisors/jeffrey-arnold.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee | | [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong.md) | Wealth Engineers | Denver, Colorado | CFP, CFA | Percentage of assets, 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 | | [Kayla Benjamin](https://find.wellspent.co/advisors/kayla-benjamin.md) | KB Financial Advisors | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee | | [Alison Yoder](https://find.wellspent.co/advisors/alison-yoder.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets | | [Jarrod Musick](https://find.wellspent.co/advisors/jarrod-musick.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Justin Hobbs](https://find.wellspent.co/advisors/justin-hobbs.md) | Rivertree Wealth | Denver, Colorado | CFP | Percentage of assets | | [Nicholas Weisert](https://find.wellspent.co/advisors/nicholas-weisert.md) | 46° North Financial | Denver, Colorado | CFP | Percentage of assets, One-time planning fee | | [Peter Bobolia](https://find.wellspent.co/advisors/peter-bobolia.md) | Destiny Capital | Denver, Colorado | CFP, ChFC | Percentage of assets, Flat fee or retainer | | [Scott Bennett](https://find.wellspent.co/advisors/scott-bennett.md) | IWR Advisors | Denver, Colorado | CFP | Percentage of assets | | [Timothy Doyle](https://find.wellspent.co/advisors/timothy-doyle.md) | Destiny Capital | Denver, Colorado | CFP | Percentage of assets, Flat fee or retainer | | [Madeline Barconi](https://find.wellspent.co/advisors/madeline-barconi.md) | Breakwater Capital Group | Denver, Colorado | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Charles Tobler](https://find.wellspent.co/advisors/charles-tobler.md) | Star Financial Services | Denver, Colorado | CFP | Hourly, Flat fee or retainer, Percentage of assets | | [Ashley Vice](https://find.wellspent.co/advisors/ashley-vice.md) | Solitude Financial | Denver, Colorado | CFP, CFA | Percentage of assets, Hourly | | [Ethan Braid](https://find.wellspent.co/advisors/ethan-braid.md) | High Pass Asset Management | Denver, Colorado | CFA | Percentage of assets, Hourly, Fixed fees | | [Gary Lutes](https://find.wellspent.co/advisors/gary-lutes.md) | Tillman Hartley | Denver, Colorado | CFA | Percentage of assets, Fixed fees | | [Heather Holtzinger](https://find.wellspent.co/advisors/heather-holtzinger.md) | RoseCap Financial Advisors | Denver, Colorado | CFP | Percentage of assets | | [James Carr](https://find.wellspent.co/advisors/james-carr.md) | Keystone Global Partners | Denver, Colorado | | Percentage of assets | | [Kevin Schwall](https://find.wellspent.co/advisors/kevin-schwall.md) | Tillman Hartley | Denver, Colorado | CFA | Percentage of assets, Fixed fees | | [Maia Babbs](https://find.wellspent.co/advisors/maia-babbs.md) | Lariat Wealth Management | Denver, Colorado | CFA | Percentage of assets | | [Michael Olafsson](https://find.wellspent.co/advisors/michael-olafsson.md) | IWR Advisors | Denver, Colorado | | Percentage of assets | | [Stelianos Elenis](https://find.wellspent.co/advisors/stelianos-elenis.md) | High Pass Asset Management | Denver, Colorado | CFA | Percentage of assets, Hourly, Fixed fees | | [Suzue Sato](https://find.wellspent.co/advisors/suzue-sato.md) | MoneyCafe Advisors | Denver, Colorado | | Hourly, Fixed fees | | [Daric Olson](https://find.wellspent.co/advisors/daric-olson.md) | PCM Encore | Denver, Colorado | | Percentage of assets, Fixed fees | | [Adrian Kowal](https://find.wellspent.co/advisors/adrian-kowal.md) | Equity Financial Management | Denver, Colorado | | Percentage of assets | | [Benjamin Cannon](https://find.wellspent.co/advisors/benjamin-cannon.md) | Tillman Hartley | Denver, Colorado | | Percentage of assets, Fixed fees | | [Elizabeth Mott](https://find.wellspent.co/advisors/elizabeth-mott.md) | Tillman Hartley | Denver, Colorado | | Percentage of assets, Fixed fees | | [Jordan Ney](https://find.wellspent.co/advisors/jordan-ney.md) | Blue Water Wealth | Denver, Colorado | | Percentage of assets, Fixed fees | | [Laura Schmidt](https://find.wellspent.co/advisors/laura-schmidt.md) | Higgins & Schmidt Wealth Strategies | Denver, Colorado | | Percentage of assets | | [John Gunther](https://find.wellspent.co/advisors/john-gunther.md) | Measured Strategies | Denver, Colorado | | Percentage of assets, Hourly, Fixed fees | | [Matthew Rosenberg](https://find.wellspent.co/advisors/matthew-rosenberg.md) | RoseCap Financial Advisors | Denver, Colorado | | Percentage of assets | ## Related - [Retirement planning in Denver](https://find.wellspent.co/specialties/retirement-planning/colorado/denver.md) - [Estate planning in Denver](https://find.wellspent.co/specialties/estate-planning/colorado/denver.md) - [Family wealth transfer in Denver](https://find.wellspent.co/specialties/family-wealth-transfer/colorado/denver.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).