Fee-Only Financial Planners in Boulder, CO

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Boulder, CO:

Robert Pyle

CFP®, CFA®, AEP®

Diversified Asset Management, Inc.

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Retirement Plan for Self Employed, Defined Benefit Plans, Cash Balance Plans

Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country

Val Mendoza

AIO Financial

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Jaco Jordaan

CFP®, CFA®, CRPS®, ChFC®, CAIA®, EA

Opus Financial Solutions

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving Boulder, Louisville, Broomfield and the surrounding Front-Range community.

Eddie Liang

CFP®

Downshift Financial

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country

Steven Smith

CFP®, JD

Right Path Investments

Frisco, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Frisco, CO, serving clients locally and across the country

Lisa Bayer

CFA®, CFP®

Opus Financial Solutions LLC

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner in Boulder, CO, Denver, CO, and Downers Grove, IL--serving clients locally and across the country. Advisory services provided by Opus Financial Solutions LLC, a registered investment advisor.

Myra Salzer

CFP®

The Wealth Conservancy, Inc.

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country

Kataya Plett

WMS™

AIO Financial

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

DeeDee Baze

CFP®

Alphemita Financial Services

Estes Park, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Estes Park, CO serving the entire region and clients across the country

Matthew Kelley

CFP®, AIF®, AAMS®

Gold Medal Waters, Inc.

Boulder, CO

Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness

We help physicians achieve better, and more certain, outcomes.

David Day

CFP®

Gold Medal Waters, Inc.

Boulder, CO

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

We help physicians achieve better, and more certain, outcomes.

Sunit Bhalla

CFP®, M.S. in Personal Financial Planning

OakTree Financial Planning

Fort Collins, CO

Specialties: Comprehensive Financial Planning, Portfolio Management with a focus on diversified portfolios, low costs, and tax-efficiency

Fee-only financial advisor serving engineers in Fort Collins, Colorado and across the country

Dwight Dettloff

CPA/PFS, CFP®

Winding Trail Financial Planning, LLC

Lafayette, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lafayette, CO, serving clients locally and across the country

Audrey Morrison

CFP®, CDFA®, MBA

Cairn Financial Advisors

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Divorce Planning

Fee-Only financial planner located in Denver, CO, serving clients locally and across the country

Steve Zakelj

CFP®

Flatirons Wealth Management

Boulder, CO

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country

Steve Nading

CFP®, CPA

Outbound Financial, Inc.

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country

Grayson Hofferber

Millennial Wealth Management

Broomfield, CO

Specialties: Comprehensive Financial Planning, Investment Management, Student Loan Planning, Debt Repayment, Tax Planning, Retirement Income Planning, College Education Planning

Grayson is a fee-only financial planner located in Broomfield, CO, serving clients locally and across the country.

Erica Blake

CFA®, CFP®

Mountain Flower Investments & Planning®

Lafayette, CO

Specialties: Wealth Management, Comprehensive Financial Planning, Solo and Group 401(k) Administration, ESG / Socially Responsible Investing

Fee-Only financial planner serving US clients virtually, regardless of their location

Bill Holliday

CFP®, AIF®, CSRIC®™

AIO Financial

Boulder, CO

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.

Robert Zimberg

Financial Mountain Inc.

Boulder, CO

Tom McNary

CFP®

Confluence Financial Advisors LLC

Boulder, CO

David Gardner

Confluence Financial Advisors LLC

Boulder, CO

Megan Miller

CFP® CDFA®

Harbor Wealth Management

Boulder, CO

Elyse Foster

CFP®

Harbor Wealth Management

Boulder, CO

Judith McNary

Confluence Financial Advisors LLC

Boulder, CO

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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