Advice only financial planners in Colorado

Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.

31 firms in Colorado that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.

What advisors in Colorado charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$250/hr$200⁠-⁠$350/hr23 firms
Flat or project fee$5,000$2,500⁠-⁠$10,00019 firms
Annual retainer$6,500/yr$4,962⁠-⁠$8,500/yr5 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Advice only financial planners in Colorado and their published fees

31 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Abby Kovach Financial Planning, LLCLafayette$350/hrNot publishedNot published
Ama Financial Planning LLCLouisville$250/hr$2,500Not published
Ask DollyDenverNot publishedNot published$50⁠-⁠$100/mo
Benefit Investing LLCDenverNot published$500⁠-⁠$3,500$75⁠-⁠$300/qtr
Best Life Financial Planning, LLCLongmont$200/hr$1,000⁠-⁠$7,000$500⁠-⁠$2,000/qtr
Bighorn Wealth ManagementThornton$200⁠-⁠$300/hr$6,500⁠-⁠$35,000Not published
Citiwest Capital CorporationDenverNot published$5,000⁠-⁠$36,000Not published
Conklin Financial PlanningThorntonNot published$2,950⁠-⁠$4,500$500/mo
Cornet Capital LLCTelluride$100⁠-⁠$250/hr$10,000Not published
Financial Steward Associates, LLCBoulder$350/hr$10,000Not published
Fox Meadow Financial PlanningDenver$195/hr$900⁠-⁠$2,500Not published
Go Fish Finance, LLCLouisville$350/hr$5,000$2,000⁠-⁠$15,000/yr
Journey Investments, LLCLoveland$200/hr$2,500Not published
King Financial Planning & Management, LLCColorado Springs$400/hrNot publishedNot published
Long Green Financial Planning, LLCFort Collins$150⁠-⁠$300/hrNot published$75⁠-⁠$200/mo
Manning Financial AdvisorsEvergreenNot published$5,000⁠-⁠$10,000Not published
Martin, MarcusCrested Butte$325/hrNot publishedNot published
Momentum Financial Planning LLCLongmontNot published$3,299$349⁠-⁠$478/mo
Montgomery Financial Planning LLCArvada$250/hrNot publishedNot published
More Than Your Money, Inc.Colorado Springs$500/hrNot published$6,500/yr
Prudent WealthcareMonument$250/hrNot published$2,000/yr
Reflective FinancialHighlands Ranch$300/hr$300⁠-⁠$24,000Not published
Ryerson Financial, LLCNiwot$300/hrNot publishedNot published
Simmons & Associates, LLCBroomfield$150⁠-⁠$250/hrNot published$10,000/yr
Sullivan & AssociatesColorado Springs$100⁠-⁠$400/hr$500⁠-⁠$2,000Not published
Sunlight Peaks Financial Partners, LLCGlenwood SpringsNot published$25,000⁠-⁠$50,000Not published
The Real Estate Whisperer(r)Monument$475/hr$7,500⁠-⁠$12,500Not published
Tom C. Nelson, PHD, Cfp(r) Personal Financial ConsultantBroomfield$200⁠-⁠$300/hrNot publishedNot published
Walsh Financial Solutions, LLCArvadaNot published$3,000Not published
Wealth Logic, LLCColorado Spring$450/hr$1,800⁠-⁠$10,000Not published
Whitmore Financial PlanningCreede$90/hrNot publishedNot published
Also filed as advice only financial planners, without a published price (12)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Advice only financial planners in other states