Fee-Only Financial Planners in:
Colorado

These Colorado Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Colorado Financial Planners

Tools & Tips

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Paul Lemon, CFP®, CPA, PFS
Integrated Financial Planning
Durango CO, Indianola IA, Des Moines IA
Fee Only Financial Planner with Offices in Durango, CO and Des Moines, IA, serving clients across the country
Susan Strasbaugh, CFP®, EA, AIF
Strasbaugh Financial Advisory, Inc.
Colorado Springs CO
Fee Only Financial Planner based in Colorado Springs, CO and Serving Clients in the West
Trent Porter, CFP®, CPA
Priority Financial Partners
Denver CO, Durango CO
Fee-Only Financial Planner with offices in Denver and Durango, CO - serving clients locally and across the country
Stephen Weatherby, CFP®
Integrated Financial Planning
Durango CO
Fee-Only Financial Planner located in Durango, CO serving clients through out Colorado and the United States
Todd Smith, CFP®
Level 5 Financial, LLC
Colorado Springs CO
Fee-Only Financial Planner serving the Colorado Springs, CO area.
David Forbes, CFP®, CFA
Petra Financial Advisors, Inc.
Colorado Springs CO
Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide
Richard Carroll, CFP®
First Ascent Financial, LLC
Colorado Springs CO
Fee-Only Financial Planner located in Colorado Springs and serving clients across the country
Alexander Feick, MBA
Paragon Capital Management
Denver CO
Fee-Only Financial Advisor serving Denver, CO area.
Brett Walters, CFP®
Trident Financial Planning
Nashville TN, Denver CO
Fee-Only Financial Planner serving clients across the country.
Connie Hancock, CFP®
Petra Financial Advisors, Inc.
Colorado Springs CO
Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide
Kimberly Curtis, CFP®, CHFC®, CLU®, CAP®, AEP®, MSFS
Wealth Legacy Institute
Denver CO
Finance Expert, Best-selling Author, Speaker, Investor Advocate
James Williams, CFP®, CPA/PFS
J.F. Williams Co., Inc.
Denver CO
Fee Only Financial Planner Located in Denver, CO and Serving Clients Nationwide
Lynn Dunston, CFP®, M.Div., Th.M.
Dunston Financial Group
Denver CO, Greenwood CO, Greenwood Village CO, Parker CO, Golden CO, Lakewood CO, Aurora CO, Boulder CO, Broomfield CO, Louisville CO, Littleton CO, Lone Tree CO, Arvada CO, Westminster CO, Thornton CO, Northglenn CO, Centennial CO, Englewood CO, Highlands Ranch CO, Commerce City CO, Wheat Ridge CO, Edgewater CO
Fee-Only Financial Planner serving the Denver, CO area.
Myra Salzer, CFP®
The Wealth Conservancy, Inc.
Boulder CO
Planning and Wealth Coaching for Inheritors Nationwide
Bob Morrison, CFP®, CPA/PFS
Downing Street Wealth Management
Greenwood Village CO, San Antonio TX, Broomfield CO, Denver CO
Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX
John Stephens, MD, CFA, CFP®, MBA
TCI Wealth Advisors, Inc.
Denver CO, Scottsdale AZ, Reno NV, Flagstaff AZ, Tucson AZ, Santa Monica CA
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
Erin Hadary, CFP®, MBA
Dunston Financial Group
Denver CO, Greenwood CO, Greenwood Village CO, Parker CO, Golden CO, Lakewood CO, Aurora CO, Boulder CO, Broomfield CO, Louisville CO, Littleton CO, Lone Tree CO, Arvada CO, Westminster CO, Thornton CO, Northglenn CO, Centennial CO, Englewood CO, Highlands Ranch CO, Commerce City CO, Wheat Ridge CO, Edgewater CO, Vail CO
Fee-Only Financial Planner serving the Denver, CO area.
Paul Staib, CFP®, MBA
Staib Financial Planning, LLC
Lone Tree CO, Littleton CO, Aurora CO, Highlands Ranch CO, Greenwood Village CO, Denver CO
Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Aurora CO
Scott Ranby, CFP®
Kuhn Advisors, Inc.
Denver CO, Durham NC
Fee-Only Financial Planner serving the Denver, CO area.
Raquel Hinman, CFP®
Hinman Financial Planning
Erie CO
Fee-Only Financial Planner serving the Erie, CO area.
Ajay Kaisth, CFP®
KAI Advisors
Princeton Junction NJ, Princeton NJ, Skillman NJ, Cranbury NJ, Hunt Valley MD, Denver CO, Plainsboro NJ, West Windsor NJ, East Windsor NJ
Fee-Only Financial Planning and Investment Management based in Princeton Jct. NJ and Serving Clients Nation-Wide
Sunit Bhalla, CFP®
OakTree Financial Planning
Fort Collins CO
Financial Planning and Portfolio Management for Engineers and Technology Professionals
Juan Guevara, CFP®
J.F. Williams Co., Inc.
Denver CO
Fee-Only Financial Planner serving the Denver, CO area.
Linda Leitz, CFP®
Peace of Mind Financial Planning, Inc.
Colorado Springs CO
Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide
Mary Alpers, CFP®, EA, MBA
Alpers Financial Planning, Inc.
Colorado Springs CO
Fee-Only, Tax Focused Financial Planning - Serving Monument, Colorado Springs, Castle Rock and Parker
Jane Young, CFP®, EA, MBA
More than Your Money, Inc.
Colorado Springs CO
Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide
Matthew Elliott, CFP®
J.F. Williams Co., Inc.
Denver CO
Fee-Only Financial Planner serving the Denver, CO area.
Matthew Kelley, CFP®, AAMS®, AIF® - Gold Medal Waters, Inc. - Denver CO, Boulder CO, Boulder CO
Deborah Yeats, CFP®, AEP® - Gold Medal Waters, Inc. - Boulder CO, Boulder CO
Colleen Miller, CFP® - Finance by Design Inc. - Fort Collins CO
Clarissa Hobson, CFP® - Carnick & Kubik, LLC - Colorado Springs CO, Greenwood Village CO
Austin Lewis - Lewis Wealth Management - Littleton CO
Elyse Foster, CFP® - Harbor Financial Group, Inc. - Boulder CO
Robert Zimberg, CFP®, CCPS - Financial Mountain Inc. - Boulder CO
Steve Nading - Outbound Financial, Inc. - Boulder CO
Aaron Grey - Buckingham Strategic Wealth - Denver CO
Stan Johnson, CFP® - Comprehensive Financial Planning, Inc. - Durango CO
Aubrey Coleman - Fiscal Fitness Clubs of America - Parker CO
Seth Davis - Wisdom In Action, LLC - Denver CO
Dan Andrews - Well-Rounded Success - Greenwood Village CO
Skip Fleming, CFP® - Lodestar Financial Planning - Colorado Springs CO
Steven King, CFP®, MBA - King Financial Planning & Management, LLC - Colorado Springs CO
David Gardner, CFP®, EA - Yellowstone Financial Inc. - Denver CO, Boulder CO
Donald Dority - Narrow Path Financial Inc. - Fort Collins CO
Ross Schmidt, BS - Aspen Wealth Planners LLC - Greenwood Village CO Denver CO, Littleton CO
Jamie Slaughter - Strasbaugh Financial Advisory, Inc. - Colorado Springs CO
Jacob Milder - Oak Street Investment Advisors, LLC - Greenwood Village CO
James Pasztor - Pasztor & Associates - Aurora CO
Lisa Bayer, CFA, CFP®, CDFA™, MBA - Opus Financial Solutions LLC - Boulder CO, Downers Grove IL
Shannon Lunsford - Lunsford Financial Planning, Inc. - Littleton CO, Boulder CO, Louisville CO
Sarah Eschwig - High Road Financial, LLC - Lakewood CO
Rebecca Kennedy, CFP® - Kennedy Financial Planning - Denver CO
Eileen Sharkey - Sharkey, Howes, & Javer, Inc. - Denver CO
Sean Curley - Retirement Planning Specialists, LLC - Greenwood Village CO
Steve Martin - Martin Wealth Management, LLC - Fort Collins CO
Carol Craigie, CFP®, ChFC® - Fiscal Fitness Clubs of America - Parker CO
Robert Pyle, CFP®, CFA® - Diversified Asset Management, Inc. - Boulder CO
Jaco Jordaan - Sanitas Wealth Management, LLC - Boulder CO
Matthew Bean, CFP®, EA - Keystone Planning & Tax Service LLC - Lakewood CO
Mary Brooks, CFP® - Brooks Financial Planning - Colorado Springs CO
Arlen Olberding, CFP®, MBA - Guidepost Financial Planning - Fort Collins CO
Joel Martin - Buckingham Strategic Wealth - Denver CO
Kyle Hurt - Lifetime Capital Management Inc. - Englewood CO
Craig Carnick, CFP® - Carnick & Kubik, LLC - Colorado Springs CO