Fee-only financial advisors in Colorado who charge hourly or a flat fee
479 fee-only advisers in Colorado offer financial planning for an hourly, fixed or subscription fee. 332 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Colorado, the median published hourly rate is $300 (232 firms; middle half $225–$350), and the median flat or project fee is $5,250 (215 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $225–$350/hr | 232 firms |
| Flat or project fee | $5,250 | $2,625–$8,500 | 215 firms |
| Annual retainer | $7,750/yr | $5,000–$15,000/yr | 58 firms |
Fee-only advisors in Colorado and their published fees
332 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 46 North FinancialDenver | Not published | Up to $10,000 | Not published |
| 56 Capital Partners, LTDColorado Springs | $100–$500/hr | $3,000–$25,000 | $1,000–$3,000/yr |
| Abby Kovach Financial Planning, LLCLafayetteNo AUM fee | $350/hr | Not published | Not published |
| Aberle Investment Management LLCEagle | $300/hr | Not published | Not published |
| Accelerated Wealth Advisors LLCColorado Springs | $250–$500/hr | $500–$7,000 | Not published |
| Ace Wealth Partners, LLCWestminster | $200/hr | $1,500–$2,500 | $30–$70/mo |
| Acorn Creek Capital LLCFort Collins | $100–$350/hr | $1,000–$50,000 | Not published |
| Adelmann Financial, Inc.Colorado Springs | Not published | Not published | $500–$1,000/qtr |
| Aeom Investments, LLCLafayette | $250/hr | $500–$10,000 | Not published |
| Agile Wealth LLCLittleton | $285/hr | Not published | $249–$2,500/mo |
| Alignpoint WealthLakewood | Not published | Not published | $10,000–$40,000/yr |
| Alpha Capital Family Office, LLCGreenwood Village | Not published | $1,000–$300,000 | Not published |
| Alpha Capital Management Group LLCDenver | Not published | $500–$100,000 | $500–$100,000/yr |
| Alpine Capital Partners, LLCThornton | $200/hr | Not published | Not published |
| Alpine Crest Private Wealth LLCDenver | Not published | $25,000–$150,000 | $25,000–$150,000/yr |
| Alpine Financial Advisers, LLCGolden | Not published | $1,000 | Not published |
| Altius Financial, Inc.Denver | Not published | $10,000 | Not published |
| Altus Wealth Group, LLCColorado Springs | $250/hr | $1,000–$10,000 | Not published |
| Ama Financial Planning LLCLouisvilleNo AUM fee | $250/hr | $2,500 | Not published |
| Antunes International Investment ManagementGlenwood Springs | $300/hr | $1,000–$3,000 | Not published |
| Artificial Alpha InvestmentsDenver | $200–$500/hr | Not published | Not published |
| Ask DollyDenverNo AUM fee | Not published | Not published | $50–$100/mo |
| Aspen Grove Capital, LLCAvon | Not published | Not published | $50,000/yr |
| Aspen Leaf Wealth Management, PBCGolden | Not published | Not published | $2,500/yr |
| Aspen Wealth Strategies, LLCArvada | $299/hr | Not published | $120/mo |
| Aspired WealthLoveland | $100/hr | $2,400 | Not published |
| Atlas Lifestyle Planning Group LLCColorado Springs | $250/hr | $250–$3,500 | Not published |
| Austec Wealth Management, LLCStratton | $150/hr | Not published | Not published |
| Aventus Wealth Management LLCCentennial | Not published | $2,000–$10,000 | $3,750/qtr |
| Balanced Wealth Partners LLCFort Collins | Not published | $3,000–$10,000 | Not published |
| BasilicDenver | $425/hr | Up to $5,000 | Not published |
| Baskin Financial PlanningColorado Springs | Not published | $500–$3,000 | $250–$3,000/mo |
| Bason Asset ManagementLakewoodNo AUM fee | Not published | $3,000–$4,000 | $5,800/yr |
| Be Your Best FinancialLittleton | $320/hr | $3,800–$12,000 | Not published |
| Bear Peak Financial, LLCBoulder | $200/hr | Not published | Not published |
| Benefit Investing LLCDenverNo AUM fee | Not published | $500–$3,500 | $75–$300/qtr |
| Berenz Wealth Management, LLCLittleton | $200/hr | Not published | Not published |
| Berman, GilBoulderNo AUM fee | $450/hr | Not published | $1,250–$10,000/qtr |
| Best Life Financial Planning, LLCLongmontNo AUM fee | $200/hr | $1,000–$7,000 | $500–$2,000/qtr |
| Best Life Infinity, LLCColorado Springs | $375/hr | Not published | $24,000/yr |
| Better Pockets FinancialFort Collins | $250/hr | $500–$15,000 | $100–$150/mo |
| Bighorn Wealth ManagementThorntonNo AUM fee | $200–$300/hr | $6,500–$35,000 | Not published |
| Black Capital, LLCCortez | $200/hr | $300 | Not published |
| Blackbird Financial PlanningDurango | $300/hr | $495–$6,495 | $960–$4,200/yr |
| Blue Heron CapitalEnglewood | $350–$500/hr | $2,500 | Not published |
| Blueprint Financial ServicesArvada | $350/hr | $1,000–$5,000 | Not published |
| Bolhan WealthGreenwood Village | Not published | $2,500–$10,000 | Not published |
| Bonfire Financial, LLCColorado Springs | $350/hr | $1,000–$10,000 | Not published |
| Boulder Financial Planning CompanyLongmont | $450/hr | $1,000–$10,000 | Not published |
| Brightward Financial LLCDenver | Not published | $2,500–$7,500 | Not published |
| Bruce G. Allen Investments, LLCDenver | $550/hr | $1,000–$15,000 | Not published |
| Buck Wealth Strategies, LLCDenver | $400/hr | $2,500–$50,000 | Not published |
| Business Financial Strategies, LTD.Boulder | $125/hr | Not published | Not published |
| Butler Financial ServicesDenver | $325/hr | Not published | Not published |
| Cairn Financial Advisors, LLCDenver | $350/hr | $1,200–$10,000 | $1,200–$10,000/yr |
| Caledonia Wealth Management, LTD.Boulder | $150–$250/hr | Not published | Not published |
| Capstone Pacific Investment StrategiesFort Collins | $250/hr | $500–$6,000 | Not published |
| Carriere Financial Planning LLCColorado Springs | $250/hr | Not published | Not published |
| Castle Rock Investment CompanyCastle Rock | Not published | $6,000–$40,000 | $1,500/qtr |
| Cayden Wealth ManagementBroomfield | $350/hr | $500–$15,000 | $150/mo |
| CDP Financial Group, LLCLittleton | $150/hr | $5,000 | Not published |
| Cedar Peak Wealth AdvisorsDenver | $500/hr | Not published | Not published |
| Century InvestmentsPueblo | $225/hr | Not published | Not published |
| Cimarron Wealth Management, Inc.Montrose | Not published | Not published | $30,000/yr |
| Citiwest Capital CorporationDenverNo AUM fee | Not published | $5,000–$36,000 | Not published |
| Citrine & Gold LLCDenver | $350/hr | $1,250–$4,750 | Not published |
| Coah FinancialColorado Springs | Not published | Not published | $416–$1,666/mo |
| Cohesion Wealth Management, LLCBroomfield | $400/hr | $20,000 | Not published |
| Colorado Capital ManagementBoulder | $250/hr | $2,500–$5,000 | Not published |
| Conexus Capital Management, LLCParker | $550/hr | $5,000–$10,000 | Not published |
| Conklin Financial PlanningThorntonNo AUM fee | Not published | $2,950–$4,500 | $500/mo |
| Copper River Advisors LLCEnglewood | Not published | $500 | Not published |
| Cornbelt Financial, LLCDenver | $225/hr | $500 | Not published |
| Cornerstone Financial PlanningColorado Springs | Not published | $5,000 | $8,000/yr |
| Cornerstone Investment Advisors, LLCBoulder | $300/hr | $1,000–$10,000 | Not published |
| Cornet Capital LLCTellurideNo AUM fee | $100–$250/hr | $10,000 | Not published |
| Cosner Financial Group, LLCWindsor | $175/hr | $500–$10,000 | Not published |
| Crusonia Wealth Advisors LLCDenver | $500/hr | Not published | Not published |
| Cultivate Wealth PartnersBroomfield | Not published | $2,000–$20,000 | Not published |
| Curated Wealth Solutions, LLCDenver | $400/hr | $4,000–$8,000 | Not published |
| David B. Patston, CPA, CfaDenver | $150–$300/hr | Not published | Not published |
| DCG Wealth ManagementEstes Park | $350/hr | Not published | Not published |
| Delphi Wealth PartnersGrand Junction | Not published | $750–$15,000 | Not published |
| Destiny Capital CorporationDenver | $395/hr | $2,500–$20,000 | $16,000/yr |
| Dodds Wealth, LLCGreenwood Village | $250/hr | $3,600–$25,000 | $10,000/yr |
| Downing Street Wealth Management LLCGreenwood Village | $85/hr | Not published | Not published |
| Driven WealthDenver | $225/hr | Not published | $2,500–$8,000/yr |
| DWM Family WealthCastle Rock | $250/hr | $500–$10,000 | Not published |
| Dynamic Lifestyle Planning GroupAurora | $250–$1,000/hr | $250–$3,500 | Not published |
| Eight Peaks Wealth ManagementParker | $360/hr | $4,200–$36,000 | Not published |
| Elevate Capital AdvisorsEagle | $300/hr | Not published | Not published |
| Ellis Financial Solutions LLCLongmont | Not published | $150–$500 | Not published |
| Ember Wealth Concepts & Financial PlanningDenver | $250–$500/hr | $2,500–$15,000 | Not published |
| Envoy Advisory Inc.Colorado Springs | $250/hr | $500 | Not published |
| Evercurrent Wealth ManagementLone Tree | $375/hr | $5,000 | Not published |
| Evergreen Wealth AdvisorsDurango | $250/hr | Not published | Not published |
| Eves&haines Wealth ManagementGreeley | $120/hr | Not published | Not published |
| Exceptional Wealth & Family OfficeColorado Springs | $500/hr | Not published | $10,000–$500,000/yr |
| Fidelis Wealth AdvisorsCastle Rock | $150–$300/hr | $2,500–$3,000 | $1,200/yr |
| Financial Action, Inc.Monument | $175/hr | Not published | Not published |
| Financial Life JourneysPeyton | $150/hr | Not published | Not published |
| Financial Mountain IncBoulder | Not published | $5,000 | Not published |
| Financial Security Management, IncLakewood | $400/hr | Not published | Not published |
| Financial Steward Associates, LLCBoulderNo AUM fee | $350/hr | $10,000 | Not published |
| Flatirons Wealth ManagementBoulder | $280/hr | $3,000 | $299/qtr |
| Forty North WealthGlendale | Not published | $15,000 | Not published |
| Forward WealthLone Tree | Not published | $2,500–$20,000 | Not published |
| Fox Meadow Financial PlanningDenverNo AUM fee | $195/hr | $900–$2,500 | Not published |
| Foxtrot Investments Group LLCDenver | Not published | Not published | $1,200/yr |
| FpfocoFort Collins | Not published | $3,000 | $625/mo |
| Fruitage Financial LLCFort Collins | $300/hr | Not published | $500–$5,000/qtr |
| FTN Capital ManagementLittleton | $350/hr | Not published | Not published |
| Full Body FinanceBoulder | Not published | Not published | $199–$499/mo |
| GBG Wealth Management LLCLone Tree | Not published | $2,500 | Not published |
| Gilpin Wealth Management LLCGolden | Not published | $1,000–$50,000 | $100–$1,000/qtr |
| Global Wealth Strategies and Associates, LLCDenver | $400/hr | Not published | $100–$1,000/mo |
| Go Fish Finance, LLCLouisvilleNo AUM fee | $350/hr | $5,000 | $2,000–$15,000/yr |
| Gorham Wealth Management, LLCGolden | $250/hr | $250 | Not published |
| Granderson Wealth Management Group IncDenver | $250/hr | Not published | Not published |
| Grantd Wealth, Inc.Denver | Not published | $2,000–$15,000 | Not published |
| Guardian BrothersBoulder | $150/hr | $250–$10,000 | Not published |
| Guidepost Financial Planning, LLCFort Collins | $245/hr | $500 | $500–$4,000/qtr |
| H. Anthony RuckelDenver | $275/hr | Not published | Not published |
| Headwaters Financial Planning, LLCGranby | $250/hr | Not published | Not published |
| Heirloom Wealth Management LLCGreenwood Village | $200/hr | $1,000–$20,000 | Not published |
| Heritage Planning & Investing Services, LLCLouisville | $45–$100/hr | Not published | Not published |
| High Country Capital ManagementMontrose | $300/hr | Not published | Not published |
| High Peaks Wealth StrategiesParker | Not published | Not published | $39–$99/mo |
| Highpass Asset Management LLCDenver | $750/hr | $5,000–$20,000 | Not published |
| Hill Country Kingdom AdvisorsCastle Rock | $250/hr | $1,200–$10,000 | Not published |
| Hinds Financial Group IncLakewood | $150/hr | $1,000 | Not published |
| Hoku Partners LLCHighlands Ranch | $250/hr | Not published | Not published |
| Impactfolio LLCDenver | $275/hr | Not published | $7,501–$50,000/yr |
| InclinevestGreenwood Village | $400–$500/hr | $2,500–$12,000 | $2,500–$12,000/yr |
| Infinium Investment Advisors, LLCDenver | $250/hr | $500–$10,000 | Not published |
| Innovative Financial, LLCLakewood | Not published | Up to $5,000 | $1,000–$10,000/qtr |
| Insight, Corp.Boulder | $400/hr | Not published | Not published |
| Integrity Prosperity Security (IPS) Strategic CapitalDenver | $250/hr | Not published | $5,000/yr |
| Intentional Wealth StrategiesColorado Springs | Not published | $500–$5,000 | Not published |
| Intergy Private Wealth, LLCColorado Springs | $500/hr | Not published | Not published |
| Iron River Capital LLCDurango | $125–$200/hr | $1,000–$10,000 | $500/qtr |
| Ironfjord Wealth ManagementLakewood | Not published | $1,000–$18,000 | $8,000–$40,000/yr |
| Irving Planning & Investments, LTD.Centennial | $200/hr | Not published | Not published |
| Iwr AdvisorsDenver | $300–$500/hr | Not published | Not published |
| J D AtkinsonColorado Springs | $300/hr | Not published | Not published |
| J.f. Williams Co., Inc.Denver | Not published | $2,500 | Not published |
| Jackson Creek Investment Advisors LLCCastle Rock | $350/hr | Not published | Not published |
| James Morgan Asset Management, LLCBroomfield | $175/hr | $1,500–$3,500 | Not published |
| JD Haggar FinancialCastle Rock | Not published | $2,000–$15,000 | Not published |
| JdyeageradvisorsParker | Not published | $350 | Not published |
| Journey Investments, LLCLovelandNo AUM fee | $200/hr | $2,500 | Not published |
| Joy Equity Management LLCBoulder | $300/hr | Not published | Not published |
| Keystone Financial ServicesLoveland | $500/hr | $1,500–$15,000 | Not published |
| Kindred Financial LLCLakewood | Not published | $500–$5,000 | Not published |
| King Financial Planning & Management, LLCColorado SpringsNo AUM fee | $400/hr | Not published | Not published |
| Kozak & Tripp Private Asset Management, Inc.Highlands Ranch | $250/hr | $1,000–$10,000 | Not published |
| Lampe Financial Group LLCLittleton | $350/hr | $500–$10,000 | Not published |
| Lathram Financial Group, LLCAvon | $200/hr | $2,500–$30,000 | Not published |
| Level Up Financial Planning, LLCTimnath | $300/hr | $250–$6,000 | $150–$350/mo |
| Liberated FinancialDenver | $300/hr | Not published | $8,000–$10,000/yr |
| Life Story FinancialArvada | Not published | $4,000–$7,500 | $300–$550/mo |
| LiquidifiSuperior | $100/hr | Not published | Not published |
| Living Room Wealth ManagementFort Collins | $300/hr | Not published | $7,500/yr |
| Long Green Financial Planning, LLCFort CollinsNo AUM fee | $150–$300/hr | Not published | $75–$200/mo |
| Loyd Financial Management Inc.Centennial | $395/hr | Not published | Not published |
| Lucid Financial PlanningNederland | $800/hr | Not published | $5,800–$17,800/yr |
| Lybis InvestingBroomfield | $100–$300/hr | $1,000–$10,000 | Not published |
| Maia WealthDenver | $250/hr | $1,000–$25,000 | Not published |
| Mandala Financial Advisors LLCSalida | $300/hr | $4,500 | Not published |
| Manning Financial AdvisorsEvergreenNo AUM fee | Not published | $5,000–$10,000 | Not published |
| MarginDenver | $495/hr | Up to $5,000 | $2,000–$30,000/qtr |
| Marshall Investment Management, LLCGreenwood Village | $200–$500/hr | $2,500–$15,000 | $200/mo |
| Martin, MarcusCrested ButteNo AUM fee | $325/hr | Not published | Not published |
| Mathies Financial PartnersPueblo | $250/hr | $6,000 | Not published |
| Mattern Capital Management, LLCLakewood | $350/hr | Not published | Not published |
| Meritor CapitalGreenwood Village | Not published | $3,000–$6,000 | $6,000–$12,000/yr |
| Millennial Wealth Management, LLCBroomfield | $300/hr | $600 | Not published |
| Million PebblesColorado Springs | $199/hr | Not published | Not published |
| Modern FinancialMonument | $200/hr | $1,000–$15,000 | $100–$1,000/mo |
| Momentum Financial Planning LLCLongmontNo AUM fee | Not published | $3,299 | $349–$478/mo |
| Moneycafe Advisors, LLCDenverNo AUM fee | $295/hr | Not published | $3,000–$10,000/yr |
| MoneyfullLongmont | $250–$450/hr | Not published | Not published |
| Montgomery Financial Planning LLCArvadaNo AUM fee | $250/hr | Not published | Not published |
| More Than Your Money, Inc.Colorado SpringsNo AUM fee | $500/hr | Not published | $6,500/yr |
| Mountainaire Financial StrategiesDenverNo AUM fee | $150–$250/hr | $500 | $550–$3,500/qtr |
| My Wealth PlannersLongmont | Not published | Not published | $10,000/yr |
| Navigation Wealth ManagementFort Collins | $225/hr | $2,000 | Not published |
| New Light FinancialEnglewood | $500/hr | Not published | Not published |
| Next Chapter Financial, LLCDenver | $175/hr | $50–$400 | Not published |
| Nilsine Partners, LLCGreenwood Village | Not published | Not published | $12,500/yr |
| Noble Wealth Management P.b.c.Greenwood Village | $300–$400/hr | $4,000–$7,500 | Not published |
| Normandy Capital Management, LLCLakewood | $25–$500/hr | $50–$15,000 | Not published |
| Nvest Advisors, LLCColorado Springs | $150/hr | Not published | Not published |
| O'rourke FinancialLittleton | $150–$200/hr | $600–$2,000 | Not published |
| Oak Street InvestmentsGreenwood Village | $300/hr | $3,600–$8,200 | Not published |
| Oaktree Financial Planning, LLCFort Collins | $500/hr | Not published | $5,000/qtr |
| Oatley & Diak, LLC.Parker | $300/hr | Not published | Not published |
| One Brick Planning & Consulting, LLCGreenwood Village | $150–$300/hr | $2,500–$250,000 | $50–$1,000/mo |
| Otium Wealth ManagementFort Collins | $300/hr | $10,000 | Not published |
| Outbound FinancialBoulder | $250/hr | $4,000 | $2,400–$9,600/qtr |
| Panorama Wealth AdvisorsGreenwood Village | $350/hr | $5,000 | Not published |
| Paragon Capital ManagementDenver | $400/hr | Not published | $7,000/yr |
| Paramount Associates Wealth ManagementGreenwood Village | $250/hr | Not published | Not published |
| Park Hill Financial Planning & Investment Management, LLCDenver | $400/hr | $7,500 | $3,750/qtr |
| Pathway Financial Advisory, LLCEdwards | $275/hr | Not published | $10,000/yr |
| Peace of Mind Financial Planning, IncColorado SpringsNo AUM fee | $450/hr | Not published | $5,000–$35,000/yr |
| Peacock Financial, LLCBroomfield | $175/hr | Not published | Not published |
| Peak Asset Management, LLCLouisville | Not published | $2,500–$10,000 | Not published |
| Peak Financial AdvisorsDenver | Not published | $2,500–$25,000 | Not published |
| Peak Financial Management, Inc.Broomfield | Not published | Not published | $1,500/yr |
| Peak Planning Group, LLCCentennial | $325/hr | $1,000–$5,000 | Not published |
| Peakstone Wealth Management, LLCDenver | $200–$500/hr | $2,000 | $100/mo |
| Perla Wealth LLCDenver | Not published | Up to $25,000 | Not published |
| Petra Financial Advisors IncColorado Springs | Not published | $8,000 | $2,000/qtr |
| Plan & ActBuena Vista | Not published | $9,995–$39,995 | Not published |
| Planwiser FinancialColorado Springs | $400/hr | Not published | Not published |
| Presidio Advisors, LLCDenver | Not published | Not published | $6,000–$20,000/yr |
| Priority Financial PartnersDurango | $375/hr | $2,500–$5,000 | Not published |
| Profiscal Wealth LLCHighlands Ranch | $250/hr | $995 | Not published |
| Prosperity Investment Advisors, Inc.Longmont | $195/hr | Not published | Not published |
| Protocol Wealth, LLCDenver | Not published | Not published | $300/mo |
| Prudent WealthcareMonumentNo AUM fee | $250/hr | Not published | $2,000/yr |
| Pulliam Family Office, LLCCrested Butte | $675/hr | $45,000 | $1,700/mo |
| Purpose WealthLongmont | $200–$400/hr | $1,000–$10,000 | $7,500–$20,000/yr |
| Q2 FinancialEastlake | Not published | $2,000–$10,000 | Not published |
| R. Kent Harris and Associates, LTD.Greenwood Village | Not published | $500–$3,000 | Not published |
| Red Mountain Financial PartnersDurango | $100–$250/hr | $100–$5,000 | Not published |
| Reflective FinancialHighlands RanchNo AUM fee | $300/hr | $300–$24,000 | Not published |
| Regista Financial Strategies, LLCDenver | $250/hr | $1,500 | $250–$500/mo |
| Reset Financial Planning LLCFort Collins | $500/hr | $10,000 | $25,000/yr |
| Retire Right Planning, LLCDenver | $100/hr | $1,200 | Not published |
| Ridgegate Advisors, LLCEnglewood | Not published | $1,250 | Not published |
| Rigden Capital StrategiesEnglewood | $300/hr | $1,500–$5,000 | $350/mo |
| Rise Up Planning, LLCEdwards | $250/hr | Not published | $100/mo |
| Rising Femme WealthCrested Butte | $400/hr | Up to $8,000 | $1,250/qtr |
| River Rose Financial LLCSnowmass Village | $350/hr | Not published | Not published |
| Rock Financial PlanningArvada | $325/hr | $1,000–$14,000 | $150–$1,500/mo |
| Root & Web Community Financial LLCCommerce City | $250–$650/hr | $1,500–$7,000 | $2,500–$8,000/yr |
| Roots First Wealth ManagementHighlands Ranch | Not published | $3,000–$5,000 | Not published |
| Rose Pine FinancialColorado Springs | Not published | $1,000–$3,500 | Not published |
| Rosel Wealth Management, LLCHighlands Ranch | Not published | $20,000 | Not published |
| RS Asset Management, LLCColorado Springs | $350/hr | $1,500–$10,000 | Not published |
| Ryerson Financial, LLCNiwotNo AUM fee | $300/hr | Not published | Not published |
| Salida Financial Advice and PlanningSalidaNo AUM fee | Not published | $4,000–$15,000 | Not published |
| Sample Financial Solutions, LLCAurora | $250/hr | Up to $10,000 | $450–$3,000/qtr |
| Schutte Financial LLCDenver | $290/hr | $500–$5,000 | $90/mo |
| Scope Wealth ManagementDenver | $150/hr | $2,500 | Not published |
| Seamless Financial PlanningLittleton | Not published | $500–$10,000 | Not published |
| Seva Wealth ManagementCentennial | $150/hr | $250–$10,000 | Not published |
| Sevenwealth LLCLongmont | Not published | $7,000 | $1,000/mo |
| Sharkey Howes & Javer IncDenver | Not published | $2,000–$15,000 | Not published |
| Simmons & Associates, LLCBroomfieldNo AUM fee | $150–$250/hr | Not published | $10,000/yr |
| Simmons Investment Management LLCLouisville | $300/hr | $900–$9,000 | $300/qtr |
| Simpliphi CapitalEnglewood | Not published | $1,000–$5,000 | Not published |
| Simply StewardCentennial | Not published | $3,600–$5,500 | $3,600/yr |
| Snowball Wealth ManagementBoulder | $250/hr | $2,000–$5,000 | Not published |
| Snowcap FinancialCastle Rock | Not published | $600–$2,000 | $200–$666/mo |
| Sobel Financial LLCDenver | Not published | Not published | $5,000/yr |
| Sohum Financial Planning, LLCEvergreen | $400/hr | $1,200 | Not published |
| Someday AdvisorsDenver | Not published | $2,500 | Not published |
| Spectrum Wealth Management, LLCMeredith | Not published | $500–$10,000 | Not published |
| Sprincz Advisory Group, LLCLittleton | $200/hr | $150–$1,000 | Not published |
| Spurr Financial Planning, Inc.Salida | $225/hr | $2,500 | Not published |
| Star Financial ServicesDenver | $200/hr | Not published | Not published |
| Steele Street Private Wealth ManagementDenver | $500/hr | Not published | Not published |
| Stone Wealth StrategiesDenver | Not published | $500–$2,500 | Not published |
| Stonebridge Financial Solutions, IncLone Tree | $250/hr | Not published | Not published |
| Stordahl Capital Management, Inc.Greenwood Village | $500/hr | Not published | Not published |
| Strategic Wealth Partners, LLCCotopaxi | $425/hr | $3,000–$25,000 | Not published |
| Stride Tax and Wealth Advisors, LLCAurora | Not published | Not published | $625/qtr |
| Strong Mountains Financial PlanningColorado Springs | $300/hr | $2,500–$4,000 | $100–$350/mo |
| Strong WealthColorado Springs | Not published | $2,500 | $6,000/yr |
| Stubbs Investments, LLCErie | Not published | $100–$2,500 | Not published |
| Sullivan & AssociatesColorado SpringsNo AUM fee | $100–$400/hr | $500–$2,000 | Not published |
| Summitpoint Capital ManagementLittleton | Not published | $10,000 | Not published |
| Sunlight Peaks Financial Partners, LLCGlenwood SpringsNo AUM fee | Not published | $25,000–$50,000 | Not published |
| Sustainable Wealth Strategies, LLCColorado Springs | $250/hr | $1,500–$12,500 | Not published |
| Swales Financial LLCErie | Not published | $1,000–$5,000 | Not published |
| Synergy CapitalFort Collins | $300/hr | $2,500–$10,000 | Not published |
| Systematic Wealth Management, Inc.Glenwood Springs | $300/hr | $2,950–$10,000 | Not published |
| Tandem Financial, LLCGreenwood Village | $250–$400/hr | $2,500–$25,000 | Not published |
| Tara Nolan Advisory Services, LTDPeyton | $250/hr | $3,000 | Not published |
| Targeted Wealth SolutionsColorado Springs | $350/hr | $5,200 | $250/mo |
| Taylors FinancialFort Collins | Not published | $2,000–$5,000 | Not published |
| The Horst Group, LLCDenver | Not published | $2,500 | $3,250–$13,000/qtr |
| The Planners Inc.Fort Collins | $200/hr | $1,320–$6,000 | $55–$500/mo |
| The Real Estate Whisperer(r)MonumentNo AUM fee | $475/hr | $7,500–$12,500 | Not published |
| The Wealth Conservancy, Inc.Boulder | Not published | $1,000–$50,000 | Not published |
| The William Allan CorporationFort Collins | $325/hr | Not published | Not published |
| Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPALoveland | $150/hr | Not published | $1,000–$7,500/yr |
| Three Waters FinancialIgnacio | $165/hr | Not published | Not published |
| Tier One Wealth ManagementLone Tree | $300/hr | $1,000–$7,500 | Not published |
| To Wealth, LLCBoulder | Not published | Not published | $2,500/qtr |
| Tom C. Nelson, PHD, Cfp(r) Personal Financial ConsultantBroomfieldNo AUM fee | $200–$300/hr | Not published | Not published |
| Tonn Financial PlanningLittleton | Not published | $1,000–$10,000 | Not published |
| Trail Ridge Investment Advisors, LLCFort Collins | $250/hr | Not published | $100/mo |
| Trailblazer Wealth ManagementColorado Springs | Not published | Not published | $1,000–$1,500/mo |
| Trailpoint Financial PlanningCastle Rock | $250/hr | Not published | $600–$750/qtr |
| Trailwise Financial Partners, LLCGolden | $400/hr | $1,000–$20,000 | Not published |
| Trevian FinancialSuperior | $150/hr | Not published | Not published |
| Trinity WealthAurora | Not published | $1,500–$5,500 | Not published |
| Triumph Capital ManagementDenver | Not published | Not published | $35–$50,000/yr |
| True Riches Financial PlanningDenver | Not published | Not published | $960–$3,600/mo |
| Truevector Wealth AdvisorsParker | $300/hr | $2,000–$10,000 | Not published |
| Tucker Asset Management LLCLittleton | Not published | $2,000–$10,000 | Not published |
| Unity Wealth StrategiesColorado Springs | $250/hr | $10,000 | Not published |
| Vantalith WealthColorado Springs | $750/hr | $25,000 | Not published |
| Varra FinancialLouisville | Not published | $2,500–$25,000 | Not published |
| Vascorp Wealth AdvisorsArvada | $250/hr | $500–$6,000 | Not published |
| Vital Investment Management LLCLoveland | $300/hr | $300 | $200–$700/mo |
| Von Reckers Wealth Management, Corp.Westminster | Not published | $1,000–$5,000 | Not published |
| Vsi Capital GroupFoxfield | $350/hr | $5,500 | Not published |
| Walsh Financial Solutions, LLCArvadaNo AUM fee | Not published | $3,000 | Not published |
| Wealth Engineers, LLCDenver | Not published | Not published | $6,000/yr |
| Wealth IqLafayette | $350/hr | $15,000 | Not published |
| Wealth Logic, LLCColorado SpringNo AUM fee | $450/hr | $1,800–$10,000 | Not published |
| Wealth Watch Advisors, IncEnglewood | Not published | $250–$5,000 | $5,000/yr |
| Welch Financial Planning, LLCBoulder | $350–$500/hr | $2,500–$20,000 | Not published |
| West Highland AdvisorsDenver | $250/hr | $5,000–$15,000 | Not published |
| Western Wealth Management LLCGolden | $100–$1,000/hr | $100–$10,000 | Not published |
| Whipplewood Advisors, LLCLittleton | $150/hr | Not published | Not published |
| Whitmore Financial PlanningCreedeNo AUM fee | $90/hr | Not published | Not published |
| Winding Trail Financial Planning, LLCLafayette | $250–$600/hr | Not published | Not published |
| Wisdom Wealth StrategiesGreenwood Village | Not published | $500–$10,000 | Not published |
| Wolf & Raven Private WealthAurora | $225/hr | Not published | Not published |
| Wolff Financial Advisors, LLCBroomfield | Not published | Not published | $15,000/yr |
| Wolfpack Wealth ManagementDenver | $400/hr | $3,600–$30,000 | $750/qtr |
| World Capital Advisors, LLCDenver | $250/hr | Not published | $500–$1,500/mo |
| Xcountry FinancialPoncha Springs | Not published | $1,000–$50,000 | Not published |
| Yeti Wealth Management Group, LLCHighlands Ranch | $350/hr | Not published | Not published |
| Young Wealth PartnersLafayette | $300/hr | $500 | Not published |
| Zestiny WealthDenver | $250/hr | $1,000–$30,000 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (147)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 7Two, Denver
- A & I Wealth Management, Lone Tree
- A2resources LLC, Arvada
- Advanced Wealth Advice, Monument
- Adventure Wealth Advisors, Ridgway
- Advisers Investment Management, Inc., Colorado Springs
- Agemy Wealth Advisors, LLC, Denver
- Amazonite Investments LLC, Fort Collins
- Apo Financial Services, LLC, Westminster
- Ardent Investors, LLC, Colorado Springs
- Arkenstone Financial, LLC, Monument
- Asset Solutions, Inc., Littleton
- Aware Investing, Inc, Colorado Springs
- Bespoke Advisory, Evergreen
- Black Swift Group, LLC, Boulder
- Boulder Wealth Advisors, LLC, Boulder
- Braverman Wealth Advisors, LLC, Boulder
- Bright Advisors, Greenwood Village
- Bright Future Advisors, Boulder
- Brotherhood Retirement, Colorado Springs
- BSW Wealth Partners, Boulder
- BZ Wealth Advisors, LLC, Littleton
- Cambridge Financial Advisors, LLC, Salida
- Canyon Creek Investment Advisors, Fruita
- Capital Investment Counsel, LLC, Denver
- Causey Wealth LLC, Greenwood Village
- Cherry Creek Family Offices, Denver
- Cherry Creek Financial Planning, Englewood
- Cim, Castle Rock
- Clear Creek Advisors, Denver
- Collier Financial, Inc, Denver
- Columbia Benefits, LLC, Denver
- Consilium, LLC, Boulder
- Corundum Group, Inc., Colorado Springs
- Credentialed Wealth Advisors, LLC, Johnstown
- Delagify Financial, Arvada
- Delegated Planning, Denver
- Denver PWM, LLC, Denver
- Denver Wealth Management, Inc., Denver
- Elderado Financial, Inc, Montrose
- Eliason Wealth Management LLC, Centennial
- Elk River Wealth Management LLC, Denver
- Evergreen Investing, LLC, Castle Pines
- FFG Retirement Counseling, Centennial
- Fiduciary Counsel, Inc., Castle Pines
- Financial Consulting Associates, Montrose
- Financial Thinking Partner Wealth Advisors, Parker
- Financially Speaking Inc, Greenwood Village
- Finesse Funds, LLC, Basalt
- First Affirmative Financial Network LLC, Colorado Springs
- Fit Wealth Management, Centennial
- Flagstone Financial Advisors, Inc., Basalt
- Foothills Investments, L.L.C., Lakewood
- Fortified Wealth Strategies, Inc., Northglenn
- Foxstone Financial, Lone Tree
- Frederick H. Cron, Centennial
- Friend Financial Group Inc, Thornton
- Future Capital Management Inc., Castle Rock
- G&s Capital LLC, Denver
- Gainline Financial Partners, LLC, Louisville
- Gallacher Capital Management, LLC, Lone Tree
- Genera Wealth, Erie
- GHP Investment Advisors Inc, Denver
- Growstrong Wealth Strategies, Fort Collins
- Hahn Financial Services, LLC, Canon City
- Hamsher Wealth Management, LLC, Greenwood Village
- Harting Financial, LLC, Colorado Springs
- Helm Investment Management, LLC, Denver
- Hinman Financial Planning, Inc., Erie
- Horizon Wealth, Denver
- Ima Advisory Services, Inc., Denver
- Impact Capital Partners LLC, Greenwood Village
- Integra Financial, Inc., Greenwood Village
- Integrated Wealth Strategies, Lone Tree
- Integrity First Financial Planning LLC, Colorado Springs
- Integrity Wealth Solutions LLC, Denver
- Israel Investment Advisors, LLC, Denver
- JFG Family Office, Denver
- Jim Saulnier & Associates, LLC, Fort Collins
- JPL Wealth Management, LLC, Greenwood Village
- Jupiter Wealth Management, LLC, Glendale
- Kickstart Financial Planning LLC, Parker
- Kyle S. Scott Financial Planning, Inc., Fort Collins
- Legacy Wealth Partners, LLC, Lakewood
- Lunsford Financial Planning, Inc., Louisville
- Lynch Financial Group, Denver
- Maxq Asset Management LLC, Greenwood Village
- Mckelvey & Associates, Inc., Vail
- Merels Capital, Westminster
- Mogle Financial Solutions, Littleton
- Moneygrow.com ®, Denver
- Mutual Advantage, LLC, Boulder
- Narrow Path Financial Inc., Fort Collins
- Nequit Wealth & Investment Management, LLC, Denver
- Noble Wealth Partners, Denver
- Owl Creek Wealth Partners, Greenwood Village
- Pagosa Wealth LLC, Littleton
- Paller Financial Services, Inc., Centennial
- Pantile Investments, Boulder
- Partners Capital Management, Inc., Colorado Springs
- PCM Encore, LLC, Aspen
- Peak Financial Guidance LLC, Greenwood Village
- Peak Investment Advisors, Inc., Colorado Springs
- Perspective Wealth Advisors, Loveland
- Peterson Financial Services LLC, Denver
- Proper Money Management LLC, Lakewood
- Prosper Financial, Colorado Springs
- RCH Fields Family Wealth Management LLC, Denver
- Red Meadow Advisors, LLC, Littleton
- Replica Wealth Advisors Inc, Colorado Springs
- Resolute Retirement Consulting, Highlands Ranch
- Robinson Capital Management LLC, Boulder
- Sachem Hill LLC, Denver
- Sagegrove Investment Advisory Group, LLC, Colorado Springs
- Schaefer Financial Management, Inc., Centennial
- Seamount Financial Group Inc, Colorado Springs
- Seaque Wealth Management Inc, Denver
- Season Investments, LLC, Colorado Springs
- Seed Money Consulting, Greenwood Village
- Sharper Image Financial Services, LLC, Erie
- Sherwood Wealth Management, Basalt
- Shokohi Wealth Management Group LLC, Parker
- Sky Ridge Wealth Management LLC, Castle Pines
- Skyrise Financial, Larkspur
- Stronghaven Capital LLC, Denver
- Sugden Wealth Management, LLC, Denver
- Sullivan Financial Planning, LLC, Denver
- Summit Wealth Group, Colorado Springs
- Synergy Financial Partners, LLC, Denver
- Tafoya Barrett and Associates PC, Durango
- Tailored Tax and Wealth, Parker
- Ten Talents Financial Planning LLC, Parker
- The Institute, Denver
- The Millstone Evans Group, LLC, Boulder
- Thepension401k, Buena Vista
- Thrive Financial Management, Monument
- Tillman Hartley LLC, Denver
- Toro West Capital Advisors, Louisville
- Townsend, Westminster
- Uniting Wealth Partners, Denver
- Wakefield Wealth Management, LLLP, Englewood
- Wealth Acumen, Inc., Parker
- Wealth Management Advisors RIA, Inc., Windsor
- Wealth Management Consultants L.L.C., Castle Pines
- Wealtheq, Erie
- West End Wealth Management, LLC, Denver
- Windmiller, Littleton
Cities in Colorado
- Arvada 7
- Aurora 5
- Boulder 18
- Broomfield 11
- Castle Rock 8
- Centennial 6
- Colorado Springs 33
- Crested Butte 3
- Denver 66
- Durango 5
- Englewood 7
- Fort Collins 18
- Glenwood Springs 3
- Golden 6
- Greenwood Village 18
- Highlands Ranch 7
- Lafayette 5
- Lakewood 9
- Littleton 13
- Lone Tree 5
- Longmont 9
- Louisville 6
- Loveland 5
- Monument 4
- Parker 6
- Salida 3
- Thornton 3