Financial advisors for tax planning in Denver, Colorado

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.

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.

See every fee-only advisor fee in Colorado

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.