Fee-Only Financial Planners in Colorado

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 Colorado:

Guy Holman

CFP®

TCI Wealth Advisors, Inc.

Denver, CO

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

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

Richard Carroll

CFP®

First Ascent Financial, LLC

Colorado Springs, CO

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

Fee-Only Financial Planner located in Colorado Springs and serving clients across the country

Lynn Dunston

CFP®, M.Div., Th.M.

Dunston Financial Group

Denver, CO

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

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

John Stephens

MD, CFA, CFP®, MBA

TCI Wealth Advisors, Inc.

Denver, CO

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

Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.

Trent Porter

CFP®, CPA

Priority Financial Partners

Denver, CO

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

Meet your partner for a better, more secure financial future...

Steve Cruice

CFP®

Simply Steward, LLC

Greenwood Village, CO

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

Fee-Only Financial Planner located in Greenwood Village, CO and Louisville, CO and serving clients locally (Denver and Boulder metro areas) and across the country.

Sunit Bhalla

CFP®, Master of Science 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

Mary Alpers

CFP®, EA, MBA

Alpers Financial Planning, Inc.

Colorado Springs, CO

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

Fee-Only, Tax Focused Financial Planning - Serving Monument, Colorado Springs, Castle Rock and Parker

Paul Staib

CFP®, MBA

Staib Financial Planning, LLC

Lone Tree, CO

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

Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Aurora CO

Juan Guevara

CFP®

J.F. Williams Co., Inc.

Denver, CO

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

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

David Forbes

CFP®, CFA

Petra Financial Advisors, Inc.

Colorado Springs, CO

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

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

Stephen Weatherby

CFP®

Integrated Financial Planning

Durango, CO

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

Fee-Only Financial Planner located in Durango, CO serving clients through out Colorado and the United States

Raquel Hinman

CFP®

Hinman Financial Planning

Erie, CO

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

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

Erin Hadary

CFP®, MBA

Dunston Financial Group

Denver, CO

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

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

Bob Morrison

CFP®, CPA/PFS

Downing Street Wealth Management

Greenwood Village, CO

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

Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX

Susan Strasbaugh

CFP®, EA, AIF®

Strasbaugh Financial Advisory, Inc.

Colorado Springs, CO

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

Fee Only Financial Planner based in Colorado Springs, CO and Serving Clients in the West

James Williams

CFP®, CPA/PFS

J.F. Williams Co., Inc.

Denver, CO

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

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

Jason Speciner

CFP®, EA

Financial Planning Fort Collins

Fort Collins, CO

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

Fee-Only Financial Planner focusing on relocating professionals, career changers, and Colorado public service employees.

Todd Smith

CFP®

Level 5 Financial, LLC

Colorado Springs, CO

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

Providing fee-only financial planning and investment management services in Colorado Springs, Denver and nationally

Connie Hancock

CFP®

Petra Financial Advisors, Inc.

Colorado Springs, CO

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

Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide

Sean Curley

CFP®

Retirement Planning Specialists, LLC

Greenwood Village, CO

Specialties: Pre-retirement & Retirement Transition Planning, Retirement Income & Distribution Planning, Comprehensive Wealth Management, Evidence-based Investment Management, Comprehensive Financial Planning

Ryan Bowman

CFP®

Dunston Financial Group

Denver, CO

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

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

Jane Young

CFP®, EA, MBA

More than Your Money, Inc.

Colorado Springs, CO

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

Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide

Paul Lemon

CFP®, CPA, PFS

Integrated Financial Planning

Durango, CO

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

Fee Only Financial Planner with Offices in Durango, CO and Des Moines, IA, serving clients across the country

Jacob Milder

CFP®

Oak Street Investment Advisors, LLC

Greenwood Village, CO

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

Fee-Only Financial Planning and Investment Management firm serving Denver and the surrounding suburbs in person, and nationally via the web.

Matthew Elliott

CFP®

J.F. Williams Co., Inc.

Denver, CO

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

Fee-Only Financial Planner serving the Denver, CO area.

Linda Leitz

CFP®

Peace of Mind Financial Planning, Inc.

Colorado Springs, CO

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

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

Carol Craigie

Fiscal Fitness Clubs of America

Parker, CO

Colleen Miller

Finance by Design Inc.

Fort Collins, CO

Jeff Brainard

Columbine Wealth Planning

Littleton, CO

Rebecca Kennedy

Kennedy Financial Planning

Denver, CO

Marc Jimenez

CAM Investor Solutions

Denver, CO

Aubrey Coleman

Fiscal Fitness Clubs of America

Parker, CO

Steven King

King Financial Planning & Management, LLC

Colorado Springs, CO

Lucas Casarez

Level Up Financial Planning, LLC

Fort Collins, CO

Grayson Hofferber

Millennial Wealth Management, LLC

Broomfield, CO

Jaime McMillan

McMillan Capital Management Group

Durango, CO

Matthew Bean

Keystone Planning & Tax Service LLC

Lakewood, CO

Arlen Olberding

Guidepost Financial Planning

Fort Collins, CO

Judith McNary

Confluence Financial Advisors LLC

Boulder, CO

Lisa Bayer

Opus Financial Solutions LLC

Boulder, CO

Myra Salzer

CFP®

The Wealth Conservancy, Inc.

Boulder, CO

Sarah Eschwig

High Road Financial, LLC

Lakewood, CO

Elyse Foster

Harbor Financial Group

Boulder, CO

Jon Moore

EP Wealth Advisors

Littleton, CO

Shawn Rogers

Lifetime Capital Management Inc.

Greenwood Village, CO

Mary Brooks

Brooks Financial Planning

Colorado Springs, CO

James Pasztor

Pasztor & Associates

Aurora, CO

Dwight Dettloff

Winding Trail Financial Planning, LLC

Lafayette, CO

Jamie Slaughter

Strasbaugh Financial Advisory, Inc.

Colorado Springs, CO

Sara Gardner

EP Wealth Advisors

Littleton, CO

Dan Andrews

CFP®

Well-Rounded Success

Fort Collins, CO

Eileen Sharkey

Sharkey, Howes & Javer, Inc.

Denver, CO

Justin Arnold

WashPark Capital

Denver, CO

David Day

CFP®

Gold Medal Waters, Inc.

Boulder, CO

David Gardner

Confluence Financial Advisors LLC

Boulder, CO

Jaco Jordaan

Sanitas Wealth Management, LLC

Boulder, CO

Joshua Nowak

MidLife Financial

Steamboat Springs, CO

Robert Zimberg

Financial Mountain Inc.

Boulder, CO

D. Austin Lewis

Lewis Wealth Management

Greenwood Village, CO

Clarissa Hobson

Carnick & Kubik

Lone Tree, CO

Matthew Kelley

CFP®, AIF®

Gold Medal Waters, Inc.

Lafayette, CO

Kimberly Curtis

Wealth Legacy Institute, Inc.

Denver, CO

Craig Carnick

Carnick & Kubik

Colorado Springs, CO

Robert Pyle

CFP®, CFA, AEP®

Diversified Asset Management, Inc.

Boulder, CO

Peter Gabriel

Cambridge Financial Advisors, LLC

Salida, CO

Stan Johnson

Comprehensive Financial Planning

Durango, CO

M. Shannon Lunsford

Lunsford Financial Planning, Inc.

Lafayette, CO

Scott Ranby

Kuhn Advisors, Inc.

Denver, CO

Seth Lewis

Bookcliff Financial Planning and Investments

Grand Junction, CO

Steve Martin

Martin Wealth Management, LLC

Fort Collins, CO

Donald Dority

Narrow Path Financial Inc.

Fort Collins, CO

Richard "Skip" Fleming

CFP®

Garrett Investment Advisors

Colorado Springs, CO

Aaron Grey

Buckingham Strategic Wealth

Denver, CO

Steve Nading

Outbound Financial, Inc.

Boulder, CO

David Brown

Gold Medal Waters, Inc.

Boulder, CO

Alexander Feick

Paragon Capital Management, Ltd.

Denver, CO

Joel Martin

Buckingham Strategic Wealth

Denver, CO

Maryan Jaross

Gold Medal Waters, Inc.

Boulder, CO

  • 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

    Get Your Checklist

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