Flat fee financial advisors in Colorado
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Colorado is $5,250, from 211 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,625-$8,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,250 | $2,625-$8,750 | 211 firms |
Flat fee financial advisors in Colorado and their published fees
211 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Next Chapter Financial, LLCDenver | $175/hr | $50-$400 | Not published |
| Normandy Capital Management, LLCLakewood | $25-$500/hr | $50-$15,000 | Not published |
| Red Mountain Financial PartnersDurango | $100-$250/hr | $100-$5,000 | Not published |
| Stubbs Investments, LLCErie | Not published | $100-$2,500 | Not published |
| Western Wealth Management LLCGolden | $100-$1,000/hr | $100-$10,000 | Not published |
| Ellis Financial Solutions LLCLongmont | Not published | $150-$500 | Not published |
| Sprincz Advisory Group, LLCLittleton | $200/hr | $150-$1,000 | Not published |
| Atlas Lifestyle Planning Group LLCColorado Springs | $250/hr | $250-$3,500 | Not published |
| Dynamic Lifestyle Planning GroupAurora | $250-$1,000/hr | $250-$3,500 | Not published |
| Gorham Wealth Management, LLCGolden | $250/hr | $250 | Not published |
| Guardian BrothersBoulder | $150/hr | $250-$10,000 | Not published |
| Level Up Financial Planning, LLCTimnath | $300/hr | $250-$6,000 | $150-$350/mo |
| Seva Wealth ManagementCentennial | $150/hr | $250-$10,000 | Not published |
| Wealth Watch Advisors, IncEnglewood | Not published | $250-$5,000 | $5,000/yr |
| Black Capital, LLCCortez | $200/hr | $300 | Not published |
| Reflective FinancialHighlands RanchNo AUM fee | $300/hr | $300-$24,000 | Not published |
| Vital Investment Management LLCLoveland | $300/hr | $300 | $200-$700/mo |
| JdyeageradvisorsParker | Not published | $350 | Not published |
| Blackbird Financial PlanningDurango | $300/hr | $495-$6,495 | $960-$4,200/yr |
| Accelerated Wealth Advisors LLCColorado Springs | $250-$500/hr | $500-$7,000 | Not published |
| Aeom Investments, LLCLafayette | $250/hr | $500-$10,000 | Not published |
| Alpha Capital Management Group LLCDenver | Not published | $500-$100,000 | $500-$100,000/yr |
| Baskin Financial PlanningColorado Springs | Not published | $500-$3,000 | $250-$3,000/mo |
| Benefit Investing LLCDenverNo AUM fee | Not published | $500-$3,500 | $75-$300/qtr |
| Better Pockets FinancialFort Collins | $250/hr | $500-$15,000 | $100-$150/mo |
| Capstone Pacific Investment StrategiesFort Collins | $250/hr | $500-$6,000 | Not published |
| Cayden Wealth ManagementBroomfield | $350/hr | $500-$15,000 | $150/mo |
| Copper River Advisors LLCEnglewood | Not published | $500 | Not published |
| Cornbelt Financial, LLCDenver | $225/hr | $500 | Not published |
| Cosner Financial Group, LLCWindsor | $175/hr | $500-$10,000 | Not published |
| DWM Family WealthCastle Rock | $250/hr | $500-$10,000 | Not published |
| Envoy Advisory Inc.Colorado Springs | $250/hr | $500 | Not published |
| Guidepost Financial Planning, LLCFort Collins | $245/hr | $500 | $500-$4,000/qtr |
| Infinium Investment Advisors, LLCDenver | $250/hr | $500-$10,000 | Not published |
| Intentional Wealth StrategiesColorado Springs | Not published | $500-$5,000 | Not published |
| Kindred Financial LLCLakewood | Not published | $500-$5,000 | Not published |
| Lampe Financial Group LLCLittleton | $350/hr | $500-$10,000 | Not published |
| Mountainaire Financial StrategiesDenverNo AUM fee | $150-$250/hr | $500 | $550-$3,500/qtr |
| R. Kent Harris and Associates, LTD.Greenwood Village | Not published | $500-$3,000 | Not published |
| Schutte Financial LLCDenver | $290/hr | $500-$5,000 | $90/mo |
| Seamless Financial PlanningLittleton | Not published | $500-$10,000 | Not published |
| Spectrum Wealth Management, LLCMeredith | Not published | $500-$10,000 | Not published |
| Stone Wealth StrategiesDenver | Not published | $500-$2,500 | Not published |
| Sullivan & AssociatesColorado SpringsNo AUM fee | $100-$400/hr | $500-$2,000 | Not published |
| Vascorp Wealth AdvisorsArvada | $250/hr | $500-$6,000 | Not published |
| Wisdom Wealth StrategiesGreenwood Village | Not published | $500-$10,000 | Not published |
| Young Wealth PartnersLafayette | $300/hr | $500 | Not published |
| Millennial Wealth Management, LLCBroomfield | $300/hr | $600 | Not published |
| Snowcap FinancialCastle Rock | Not published | $600-$2,000 | $200-$666/mo |
| Delphi Wealth PartnersGrand Junction | Not published | $750-$15,000 | Not published |
| Fox Meadow Financial PlanningDenverNo AUM fee | $195/hr | $900-$2,500 | Not published |
| Simmons Investment Management LLCLouisville | $300/hr | $900-$9,000 | $300/qtr |
| Profiscal Wealth LLCHighlands Ranch | $250/hr | $995 | Not published |
| Acorn Creek Capital LLCFort Collins | $100-$350/hr | $1,000-$50,000 | Not published |
| Alpha Capital Family Office, LLCGreenwood Village | Not published | $1,000-$300,000 | Not published |
| Alpine Financial Advisers, LLCGolden | Not published | $1,000 | Not published |
| Altus Wealth Group, LLCColorado Springs | $250/hr | $1,000-$10,000 | Not published |
| Antunes International Investment ManagementGlenwood Springs | $300/hr | $1,000-$3,000 | Not published |
| Best Life Financial Planning, LLCLongmontNo AUM fee | $200/hr | $1,000-$7,000 | $500-$2,000/qtr |
| Blueprint Financial ServicesArvada | $350/hr | $1,000-$5,000 | 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 |
| Bruce G. Allen Investments, LLCDenver | $550/hr | $1,000-$15,000 | Not published |
| Cornerstone Investment Advisors, LLCBoulder | $300/hr | $1,000-$10,000 | Not published |
| Gilpin Wealth Management LLCGolden | Not published | $1,000-$50,000 | $100-$1,000/qtr |
| Heirloom Wealth Management LLCGreenwood Village | $200/hr | $1,000-$20,000 | Not published |
| Hinds Financial Group IncLakewood | $150/hr | $1,000 | 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 |
| Kozak & Tripp Private Asset Management, Inc.Highlands Ranch | $250/hr | $1,000-$10,000 | Not published |
| Lybis InvestingBroomfield | $100-$300/hr | $1,000-$10,000 | Not published |
| Maia WealthDenver | $250/hr | $1,000-$25,000 | Not published |
| Modern FinancialMonument | $200/hr | $1,000-$15,000 | $100-$1,000/mo |
| Peak Planning Group, LLCCentennial | $325/hr | $1,000-$5,000 | Not published |
| Purpose WealthLongmont | $200-$400/hr | $1,000-$10,000 | $7,500-$20,000/yr |
| Rock Financial PlanningArvada | $325/hr | $1,000-$14,000 | $150-$1,500/mo |
| Rose Pine FinancialColorado Springs | Not published | $1,000-$3,500 | Not published |
| Simpliphi CapitalEnglewood | Not published | $1,000-$5,000 | Not published |
| Swales Financial LLCErie | Not published | $1,000-$5,000 | Not published |
| The Wealth Conservancy, Inc.Boulder | Not published | $1,000-$50,000 | Not published |
| Tonn Financial PlanningLittleton | Not published | $1,000-$10,000 | Not published |
| Trailwise Financial Partners, LLCGolden | $400/hr | $1,000-$20,000 | Not published |
| Von Reckers Wealth Management, Corp.Westminster | Not published | $1,000-$5,000 | Not published |
| Xcountry FinancialPoncha Springs | Not published | $1,000-$50,000 | Not published |
| Zestiny WealthDenver | $250/hr | $1,000-$30,000 | Not published |
| Cairn Financial Advisors, LLCDenver | $350/hr | $1,200-$10,000 | $1,200-$10,000/yr |
| Hill Country Kingdom AdvisorsCastle Rock | $250/hr | $1,200-$10,000 | Not published |
| Retire Right Planning, LLCDenver | $100/hr | $1,200 | Not published |
| Sohum Financial Planning, LLCEvergreen | $400/hr | $1,200 | Not published |
| Citrine & Gold LLCDenver | $350/hr | $1,250-$4,750 | Not published |
| Ridgegate Advisors, LLCEnglewood | Not published | $1,250 | Not published |
| The Planners Inc.Fort Collins | $200/hr | $1,320-$6,000 | $55-$500/mo |
| Ace Wealth Partners, LLCWestminster | $200/hr | $1,500-$2,500 | $30-$70/mo |
| James Morgan Asset Management, LLCBroomfield | $175/hr | $1,500-$3,500 | Not published |
| Keystone Financial ServicesLoveland | $500/hr | $1,500-$15,000 | Not published |
| Regista Financial Strategies, LLCDenver | $250/hr | $1,500 | $250-$500/mo |
| Rigden Capital StrategiesEnglewood | $300/hr | $1,500-$5,000 | $350/mo |
| Root & Web Community Financial LLCCommerce City | $250-$650/hr | $1,500-$7,000 | $2,500-$8,000/yr |
| RS Asset Management, LLCColorado Springs | $350/hr | $1,500-$10,000 | Not published |
| Sustainable Wealth Strategies, LLCColorado Springs | $250/hr | $1,500-$12,500 | Not published |
| Trinity WealthAurora | Not published | $1,500-$5,500 | Not published |
| Wealth Logic, LLCColorado SpringNo AUM fee | $450/hr | $1,800-$10,000 | Not published |
| Aventus Wealth Management LLCCentennial | Not published | $2,000-$10,000 | $3,750/qtr |
| Cultivate Wealth PartnersBroomfield | Not published | $2,000-$20,000 | Not published |
| Grantd Wealth, Inc.Denver | Not published | $2,000-$15,000 | Not published |
| JD Haggar FinancialCastle Rock | Not published | $2,000-$15,000 | Not published |
| Navigation Wealth ManagementFort Collins | $225/hr | $2,000 | Not published |
| Peakstone Wealth Management, LLCDenver | $200-$500/hr | $2,000 | $100/mo |
| Q2 FinancialEastlake | Not published | $2,000-$10,000 | Not published |
| Sharkey Howes & Javer IncDenver | Not published | $2,000-$15,000 | Not published |
| Snowball Wealth ManagementBoulder | $250/hr | $2,000-$5,000 | Not published |
| Taylors FinancialFort Collins | Not published | $2,000-$5,000 | Not published |
| Truevector Wealth AdvisorsParker | $300/hr | $2,000-$10,000 | Not published |
| Aspired WealthLoveland | $100/hr | $2,400 | Not published |
| Ama Financial Planning LLCLouisvilleNo AUM fee | $250/hr | $2,500 | Not published |
| Blue Heron CapitalEnglewood | $350-$500/hr | $2,500 | Not published |
| Bolhan WealthGreenwood Village | Not published | $2,500-$10,000 | Not published |
| Brightward Financial LLCDenver | Not published | $2,500-$7,500 | Not published |
| Buck Wealth Strategies, LLCDenver | $400/hr | $2,500-$50,000 | Not published |
| Destiny Capital CorporationDenver | $395/hr | $2,500-$20,000 | $16,000/yr |
| Ember Wealth Concepts & Financial PlanningDenver | $250-$500/hr | $2,500-$15,000 | Not published |
| Fidelis Wealth AdvisorsCastle Rock | $150-$300/hr | $2,500-$3,000 | $1,200/yr |
| Forward WealthLone Tree | Not published | $2,500-$20,000 | Not published |
| GBG Wealth Management LLCLone Tree | Not published | $2,500 | Not published |
| InclinevestGreenwood Village | $400-$500/hr | $2,500-$12,000 | $2,500-$12,000/yr |
| J.f. Williams Co., Inc.Denver | Not published | $2,500 | Not published |
| Journey Investments, LLCLovelandNo AUM fee | $200/hr | $2,500 | Not published |
| Lathram Financial Group, LLCAvon | $200/hr | $2,500-$30,000 | Not published |
| Marshall Investment Management, LLCGreenwood Village | $200-$500/hr | $2,500-$15,000 | $200/mo |
| One Brick Planning & Consulting, LLCGreenwood Village | $150-$300/hr | $2,500-$250,000 | $50-$1,000/mo |
| Peak Asset Management, LLCLouisville | Not published | $2,500-$10,000 | Not published |
| Peak Financial AdvisorsDenver | Not published | $2,500-$25,000 | Not published |
| Priority Financial PartnersDurango | $375/hr | $2,500-$5,000 | Not published |
| Scope Wealth ManagementDenver | $150/hr | $2,500 | Not published |
| Someday AdvisorsDenver | Not published | $2,500 | Not published |
| Spurr Financial Planning, Inc.Salida | $225/hr | $2,500 | Not published |
| Strong Mountains Financial PlanningColorado Springs | $300/hr | $2,500-$4,000 | $100-$350/mo |
| Strong WealthColorado Springs | Not published | $2,500 | $6,000/yr |
| Synergy CapitalFort Collins | $300/hr | $2,500-$10,000 | Not published |
| Tandem Financial, LLCGreenwood Village | $250-$400/hr | $2,500-$25,000 | Not published |
| The Horst Group, LLCDenver | Not published | $2,500 | $3,250-$13,000/qtr |
| Varra FinancialLouisville | Not published | $2,500-$25,000 | Not published |
| Welch Financial Planning, LLCBoulder | $350-$500/hr | $2,500-$20,000 | Not published |
| Conklin Financial PlanningThorntonNo AUM fee | Not published | $2,950-$4,500 | $500/mo |
| Systematic Wealth Management, Inc.Glenwood Springs | $300/hr | $2,950-$10,000 | Not published |
| 56 Capital Partners, LTDColorado Springs | $100-$500/hr | $3,000-$25,000 | $1,000-$3,000/yr |
| Balanced Wealth Partners LLCFort Collins | Not published | $3,000-$10,000 | Not published |
| Bason Asset ManagementLakewoodNo AUM fee | Not published | $3,000-$4,000 | $5,800/yr |
| Flatirons Wealth ManagementBoulder | $280/hr | $3,000 | $299/qtr |
| FpfocoFort Collins | Not published | $3,000 | $625/mo |
| Meritor CapitalGreenwood Village | Not published | $3,000-$6,000 | $6,000-$12,000/yr |
| Roots First Wealth ManagementHighlands Ranch | Not published | $3,000-$5,000 | Not published |
| Strategic Wealth Partners, LLCCotopaxi | $425/hr | $3,000-$25,000 | Not published |
| Tara Nolan Advisory Services, LTDPeyton | $250/hr | $3,000 | Not published |
| Walsh Financial Solutions, LLCArvadaNo AUM fee | Not published | $3,000 | Not published |
| Momentum Financial Planning LLCLongmontNo AUM fee | Not published | $3,299 | $349-$478/mo |
| Dodds Wealth, LLCGreenwood Village | $250/hr | $3,600-$25,000 | $10,000/yr |
| Oak Street InvestmentsGreenwood Village | $300/hr | $3,600-$8,200 | Not published |
| Simply StewardCentennial | Not published | $3,600-$5,500 | $3,600/yr |
| Wolfpack Wealth ManagementDenver | $400/hr | $3,600-$30,000 | $750/qtr |
| Be Your Best FinancialLittleton | $320/hr | $3,800-$12,000 | Not published |
| Curated Wealth Solutions, LLCDenver | $400/hr | $4,000-$8,000 | Not published |
| Life Story FinancialArvada | Not published | $4,000-$7,500 | $300-$550/mo |
| Noble Wealth Management P.b.c.Greenwood Village | $300-$400/hr | $4,000-$7,500 | Not published |
| Outbound FinancialBoulder | $250/hr | $4,000 | $2,400-$9,600/qtr |
| Salida Financial Advice and PlanningSalidaNo AUM fee | Not published | $4,000-$15,000 | Not published |
| Eight Peaks Wealth ManagementParker | $360/hr | $4,200-$36,000 | Not published |
| Mandala Financial Advisors LLCSalida | $300/hr | $4,500 | Not published |
| BasilicDenver | $425/hr | Up to $5,000 | Not published |
| CDP Financial Group, LLCLittleton | $150/hr | $5,000 | Not published |
| Citiwest Capital CorporationDenverNo AUM fee | Not published | $5,000-$36,000 | Not published |
| Conexus Capital Management, LLCParker | $550/hr | $5,000-$10,000 | Not published |
| Cornerstone Financial PlanningColorado Springs | Not published | $5,000 | $8,000/yr |
| Evercurrent Wealth ManagementLone Tree | $375/hr | $5,000 | Not published |
| Financial Mountain IncBoulder | Not published | $5,000 | Not published |
| Go Fish Finance, LLCLouisvilleNo AUM fee | $350/hr | $5,000 | $2,000-$15,000/yr |
| Highpass Asset Management LLCDenver | $750/hr | $5,000-$20,000 | Not published |
| Innovative Financial, LLCLakewood | Not published | Up to $5,000 | $1,000-$10,000/qtr |
| 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 |
| Panorama Wealth AdvisorsGreenwood Village | $350/hr | $5,000 | Not published |
| West Highland AdvisorsDenver | $250/hr | $5,000-$15,000 | Not published |
| Targeted Wealth SolutionsColorado Springs | $350/hr | $5,200 | $250/mo |
| Vsi Capital GroupFoxfield | $350/hr | $5,500 | Not published |
| Castle Rock Investment CompanyCastle Rock | Not published | $6,000-$40,000 | $1,500/qtr |
| Mathies Financial PartnersPueblo | $250/hr | $6,000 | Not published |
| Bighorn Wealth ManagementThorntonNo AUM fee | $200-$300/hr | $6,500-$35,000 | Not published |
| Sevenwealth LLCLongmont | Not published | $7,000 | $1,000/mo |
| Park Hill Financial Planning & Investment Management, LLCDenver | $400/hr | $7,500 | $3,750/qtr |
| The Real Estate Whisperer(r)MonumentNo AUM fee | $475/hr | $7,500-$12,500 | Not published |
| Petra Financial Advisors IncColorado Springs | Not published | $8,000 | $2,000/qtr |
| Rising Femme WealthCrested Butte | $400/hr | Up to $8,000 | $1,250/qtr |
| Plan & ActBuena Vista | Not published | $9,995-$39,995 | Not published |
| 46 North FinancialDenver | Not published | Up to $10,000 | Not published |
| Altius Financial, Inc.Denver | Not published | $10,000 | Not published |
| Cornet Capital LLCTellurideNo AUM fee | $100-$250/hr | $10,000 | Not published |
| Financial Steward Associates, LLCBoulderNo AUM fee | $350/hr | $10,000 | Not published |
| Otium Wealth ManagementFort Collins | $300/hr | $10,000 | Not published |
| Reset Financial Planning LLCFort Collins | $500/hr | $10,000 | $25,000/yr |
| Sample Financial Solutions, LLCAurora | $250/hr | Up to $10,000 | $450-$3,000/qtr |
| Summitpoint Capital ManagementLittleton | Not published | $10,000 | Not published |
| Unity Wealth StrategiesColorado Springs | $250/hr | $10,000 | Not published |
| Forty North WealthGlendale | Not published | $15,000 | Not published |
| Wealth IqLafayette | $350/hr | $15,000 | Not published |
| Cohesion Wealth Management, LLCBroomfield | $400/hr | $20,000 | Not published |
| Rosel Wealth Management, LLCHighlands Ranch | Not published | $20,000 | Not published |
| Alpine Crest Private Wealth LLCDenver | Not published | $25,000-$150,000 | $25,000-$150,000/yr |
| Perla Wealth LLCDenver | Not published | Up to $25,000 | Not published |
| Sunlight Peaks Financial Partners, LLCGlenwood SpringsNo AUM fee | Not published | $25,000-$50,000 | Not published |
| Vantalith WealthColorado Springs | $750/hr | $25,000 | Not published |
| Pulliam Family Office, LLCCrested Butte | $675/hr | $45,000 | $1,700/mo |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (215)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Abby Kovach Financial Planning, LLC, Lafayette
- Aberle Investment Management LLC, Eagle
- Adelmann Financial, Inc., Colorado Springs
- Agile Wealth LLC, Littleton
- Alignpoint Wealth, Lakewood
- Aspen Grove Capital, LLC, Avon
- Aspen Leaf Wealth Management, PBC, Golden
- Aspen Wealth Strategies, LLC, Arvada
- Austec Wealth Management, LLC, Stratton
- Berman, Gil, Boulder
- Best Life Infinity, LLC, Colorado Springs
- Business Financial Strategies, LTD., Boulder
- Butler Financial Services, Denver
- Caledonia Wealth Management, LTD., Boulder
- Carriere Financial Planning LLC, Colorado Springs
- Cedar Peak Wealth Advisors, Denver
- Cimarron Wealth Management, Inc., Montrose
- Coah Financial, Colorado Springs
- Crusonia Wealth Advisors LLC, Denver
- David B. Patston, CPA, Cfa, Denver
- DCG Wealth Management, Estes Park
- Downing Street Wealth Management LLC, Greenwood Village
- Driven Wealth, Denver
- Elevate Capital Advisors, Eagle
- Eves&haines Wealth Management, Greeley
- Exceptional Wealth & Family Office, Colorado Springs
- Financial Action, Inc., Monument
- Financial Life Journeys, Peyton
- Foxtrot Investments Group LLC, Denver
- Fruitage Financial LLC, Fort Collins
- FTN Capital Management, Littleton
- Full Body Finance, Boulder
- Global Wealth Strategies and Associates, LLC, Denver
- Granderson Wealth Management Group Inc, Denver
- High Peaks Wealth Strategies, Parker
- Impactfolio LLC, Denver
- Insight, Corp., Boulder
- Integrity Prosperity Security (IPS) Strategic Capital, Denver
- Intergy Private Wealth, LLC, Colorado Springs
- Jackson Creek Investment Advisors LLC, Castle Rock
- King Financial Planning & Management, LLC, Colorado Springs
- Liberated Financial, Denver
- Living Room Wealth Management, Fort Collins
- Long Green Financial Planning, LLC, Fort Collins
- Lucid Financial Planning, Nederland
- Martin, Marcus, Crested Butte
- Mattern Capital Management, LLC, Lakewood
- Moneycafe Advisors, LLC, Denver
- Moneyfull, Longmont
- Montgomery Financial Planning LLC, Arvada
- More Than Your Money, Inc., Colorado Springs
- My Wealth Planners, Longmont
- Nilsine Partners, LLC, Greenwood Village
- Oaktree Financial Planning, LLC, Fort Collins
- Paragon Capital Management, Denver
- Paramount Associates Wealth Management, Greenwood Village
- Pathway Financial Advisory, LLC, Edwards
- Peace of Mind Financial Planning, Inc, Colorado Springs
- Peacock Financial, LLC, Broomfield
- Peak Financial Management, Inc., Broomfield
- Planwiser Financial, Colorado Springs
- Presidio Advisors, LLC, Denver
- Protocol Wealth, LLC, Denver
- Prudent Wealthcare, Monument
- Rise Up Planning, LLC, Edwards
- Ryerson Financial, LLC, Niwot
- Simmons & Associates, LLC, Broomfield
- Sobel Financial LLC, Denver
- Star Financial Services, Denver
- Steele Street Private Wealth Management, Denver
- Stride Tax and Wealth Advisors, LLC, Aurora
- Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPA, Loveland
- Three Waters Financial, Ignacio
- To Wealth, LLC, Boulder
- Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant, Broomfield
- Trailblazer Wealth Management, Colorado Springs
- Trailpoint Financial Planning, Castle Rock
- Trevian Financial, Superior
- Triumph Capital Management, Denver
- True Riches Financial Planning, Denver
- Wealth Engineers, LLC, Denver
- Whipplewood Advisors, LLC, Littleton
- Winding Trail Financial Planning, LLC, Lafayette
- Wolff Financial Advisors, LLC, Broomfield
- World Capital Advisors, LLC, Denver
- Yeti Wealth Management Group, LLC, Highlands Ranch
- 7Two, Denver
- A & I Wealth Management, Lone Tree
- 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
- 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
- Consilium, LLC, Boulder
- Corundum Group, Inc., Colorado Springs
- 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 Thinking Partner Wealth Advisors, Parker
- Financially Speaking Inc, Greenwood Village
- 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
- Friend Financial Group Inc, Thornton
- Future Capital Management Inc., Castle Rock
- 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
- 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 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
- Legacy Wealth Partners, LLC, Lakewood
- Lunsford Financial Planning, Inc., Louisville
- Lynch Financial Group, Denver
- Maxq Asset Management LLC, Greenwood Village
- Merels Capital, Westminster
- Moneygrow.com ®, Denver
- Mutual Advantage, LLC, Boulder
- 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
- Perspective Wealth Advisors, Loveland
- 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
- 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
- Windmiller, Littleton