Fee-Only Financial Advisors in Colorado

IMPACTfolio®

Denver, CO

Specialties: Holistic Financial Planning, College Education Planning, Cash Flow Planning, Tax Planning, Wealth Management, Investment Management, Environmental, Social, and Governance (ESG) Investing

Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.

Stordahl Capital Management

Greenwood Village, CO

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

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

MY Wealth Planners

Longmont, CO

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

Longmont's first fee-only CFP® Professional, offering comprehensive financial planning and investment for Longmont's accomplished professionals.

J. F. Williams Co., Inc.

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning

30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide

Cedar Peak Wealth Advisors

Denver, CO

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

Your Financial Yoda - A boutique advisory firm in Denver, CO providing Investment Management and Financial Planning for growing families

West Highland Advisors

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Cash Flow and Debt Strategy, Stock-Based Compensation, Risk and Insurance Analysis

Fee-only financial planning and investment management for retirees, business owners, and professionals with complex equity compensation. Located near Denver, Colorado, and serving clients across the country.

Best Life Financial Planning, LLC

Longmont, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Healthcare and ACA planning

My specialty is helping early retirees in the FIRE community (Financial Independence, Retire Early) design a life they’re excited to wake up to. Flexible fee options including one-time plan and ongoing advice.

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

More than Your Money, Inc.

Colorado Springs, CO

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Preparation, Tax Planning, Transition into Retirement, Financial Education

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

IronFjord Wealth Management

Lakewood, CO

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning, Insurance Analysis, Estate Planning, Risk Management, Tax Preparation, Retirement Planning

For a flat annual fee, typically $12,500, I provide retirement planning, investment management & tax planning. Services are best suited for households with $1M–$8M in investable assets. Tax prep is also available through IronFjord Tax Professionals.

True Riches Financial Planning

Denver, CO

Specialties: Comprehensive Financial Planning, Investment Management, Tax Preparation / Filing, Retirement Planning, Employer Benefits Optimization, Equity Compensation, Student Loan Strategy, College Education Planning, Tax Planning, Charitable Giving, Estate Plans

Coordinated Financial Planning, Investments, and Personal Tax Preparation for Christian families — all for one transparent flat fee

Robertson Stephens

Colorado Springs, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation, Small Business Planning, Real Estate Analysis, Charitable Planning, Insurance Reviews, Estate Planning

Privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions serving Monument, Colorado Springs, Castle Rock and Parker, CO

Simmons Investment Management

Louisville, CO

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

Trusted Financial Planning Aligned With What Matters Most

Life Story Financial

Arvada, CO

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

Fee-Only Financial Advisor for Women

TCI Wealth Advisors

Denver, CO

Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans

TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.

Smith Bruer

Colorado Springs, CO

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

Downshift Financial

Boulder, CO

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

Flat fee-only financial planner specializing in financial independence and early retirement.

Simply Steward

Highlands Ranch, CO

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

Tax-Focused, Stewardship-Minded, Fee-Only Fiduciary Advice - Serving clients in the Denver Metro Area and Virtually Across the Country

Snowcap Financial

Castle Rock, CO

Specialties: Values-based Financial Planning, Investment Management, College Education Planning, Tax Planning - Leave Government No Tips!, Retirement Planning

Our first meeting is us talking about your values around money. We use those values to drive our planning process. It's not about numbers and doing what we think is right, it is all about doing what is right for YOU! Our whole process is done virtually, we meet you where you are!

WashPark Capital

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

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

J. F. Williams Co., Inc.

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning

30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide

IMPACTfolio®

Denver, CO

Specialties: Wealth Management, Holistic Financial Planning, Investment Management, Retirement Income Planning, Tax Planning

At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.

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

Cornerstone Financial Group, LLC

Denver, CO

Specialties: Investment Advice, Preparing for Retirement, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

IMPACTfolio®

Denver, CO

Specialties: Comprehensive Financial Planning, Environmental, Social & Governance Investing, Retirement Planning, Tax Planning, Investment Management

At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.

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

Financial Planning Fort Collins

Fort Collins, CO

Specialties: Our Modern Process Includes:, Financial Planning,, Investment Management,, and Income Tax Preparation.

Financial planning, investment management, and income tax preparation as one comprehensive approach.

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Eight Peaks Wealth Management

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Establishing Financial Goals, Wealth Accumulation & Investment Planning, Tax Planning, Risk Management, Education Planning, Budget & Cash Flow Planning, Retirement Planning, Legacy & Estate Planning

Tax-optimized financial planning and investment management for small business owners, retirement-focused couples, and rising professionals. Virtual and in-person meetings with locations in Greenwood Village and Parker.

Approach Financial, Inc.

Montrose, CO

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k) Plans for Small Business

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

Staib Financial Planning, LLC

Aurora, CO

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

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

Opus Financial Solutions

Boulder, CO

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

We Integrate Financial Planning, Investment Management, Tax Planning + Tax Preparation to Help You Create the Life You Envision.

Montgomery Financial Planning, LLC

Arvada, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Hourly Financial Planning, Insurance Review, Estate Review and Planning

Montgomery Financial Planning offers practical, personal financial planning built for real life. Transparent, reliable support. No jargon. Just honest guidance and smart strategies.

Level Up Financial Planning, LLC

Timnath, CO

Specialties: Comprehensive Financial Planning, Restricted Stock Units, Tax Planning, Prioritizing Goals, Debt Management, Stock Option Strategies, Investment Management, College Education Planning, Tax Filing, Combining Finances

Fee-Only financial planner specializing in Gen X & Y, Tech Employees, and Growing Families. Located in Timnath, CO, serving clients locally and across the country by virtual meetings

Reset Financial Planning

Fort Collins, CO

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Social Security Planning, Divorce Planning, Flat Fee Planning

Sara Zuckerman, CFP®, CDFA® is a flat-fee financial planner helping clients navigate retirement planning, inheritance or divorce with clear, thoughtful guidance. Located in Fort Collins, CO and serving clients nationwide.

Presidio Advisors LLC

Denver, CO

Specialties: Equity Compensation Planning and Analysis, Tax Forecasting and Optimization, Goals and Investment Alignment, Holistic Financial Planning, Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Restricted Stock Units (RSUs), Alternative Minimum Tax (AMT), QSBS

Fee-only financial planner helping millennials with tax strategy and equity compensation for a flat fee. Located in Denver, Colorado, serving clients across the country.

Aspen Wealth Planning

Arvada, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Special Needs, Inheritances, Legacy Planning, Charitable Giving

Fee-Only financial advisor located in the Denver Metro Area, serving clients not only locally, but across the country.

Bright Road Wealth Management

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

Inclinevest Wealth Management

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate & Legacy Planning, Business, Equity & Major Decisions

Fee-only wealth management for multigenerational families, executives, and business owners. Comprehensive financial planning, tax-efficient investing, and generational wealth transfer.

Innovative Financial

Lakewood, CO

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

Life goals. Money goals. In that order. We work with clients on retirement, tax planning, and the decisions that shape what is next.

EP Wealth Advisors

Littleton, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Young Financial Planning

Lafayette, CO

Specialties: Comprehensive Financial Planning, Retirement Savings and Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning

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

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

J. F. Williams Co., Inc.

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning

30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide

Smith Bruer

Colorado Springs, CO

Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning

You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Carriere Financial Planning

Colorado Springs, CO

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Small Business Planning, Equity Compensation

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

TCI Wealth Advisors

Denver, CO

Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans

TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.

Strong Mountains Financial Planning

Colorado Springs, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Optimization Strategies, Risk Management and Insurance Review

At Strong Mountains Financial Planning, we provide comprehensive, personalized financial planning and investment management tailored to your goals, your timeline, and your life.

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Bright Road Wealth Management

Denver, CO

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

Fee-Only financial planning, retirement planning and wealth management for families and business owners. Offices in Anchorage, AK, Denver, CO, Tacoma, WA, and Corpus Christi, TX - serving clients locally and virtually.

J. F. Williams Co., Inc.

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning

30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide

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

Gold Medal Waters, Inc.

Boulder, CO

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

We help physicians, and others with high income, achieve better, and more certain outcomes.

Oak Street Investment Advisors, LLC

Greenwood Village, CO

Specialties: Reducing Advisor Fees for High-Net Worth Clients, Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Tax Preparation, Equity Compensation (RSUs, ISOs, etc.), Insurance and Estate Planning

Flat-fee financial planning, investment management, tax planning, and tax preparation on the first $2MM of managed assets! Denver and web-based meetings. Schedule your complimentary meeting today!

Inclinevest Wealth Management

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, We consider everything that matters, We help you understand where you stand and what to do next, We look at the full picture and help you make informed financial decisions, Estate & Legacy Planning, Major decisions

Fee-only wealth management for multigenerational families, executives, and business owners. Comprehensive financial planning, tax-efficient investing, and generational wealth transfer.

Innovative Financial, LLC

Lakewood, CO

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

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

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Priority Financial Partners

Durango, 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...

CAM Investor Solutions

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning

We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.

Skyrise Financial

Castle Rock, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Planning, Business Financial Planning, Business Exit Planning

Fee-Only financial planner located in Castle Rock, CO, serving business owners locally and across the country

Downing Street Wealth Management

Broomfield, 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

TrueVector Wealth Advisors

Parker, CO

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

Fee-Only, Advice-Only (no asset management) financial planner with a specialization in tax advice, serving clients in Colorado and across the country

Downshift Financial

Boulder, CO

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

Flat fee-only financial planner specializing in financial independence and early retirement.

Reflective Financial

Denver, CO

Specialties: Wealth Management, Investment Management, Comprehensive Financial Planning, Tax Planning

Flat-fee wealth management for those approaching or in retirement.

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Bright Road Wealth Management

Grand Juction, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Early Retirement Planning (FIRE), Investment Management, Tax-Efficient Investing, Estate Planning, Strategic Lifestyle Spending, Legacy Gifting

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

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

MARGIN

Denver, CO

Specialties: Executive Compensation Planning, RSU Planning, Stock Option Planning (ISOs and NSOs), Concentrated Stock Strategies, 83(b) Election Planning, Equity Compensation Tax Planning, Multi-State Tax Planning, Roth Conversion Planning, Charitable Giving and QCD Strategy, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Cross-Border and Expat Tax Planning

In-depth comprehensive financial planning and deep tax coordination for senior corporate executives.

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Winding Trail Financial Planning

Lafayette, CO

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

Ready to retire in the next 5 years? Let's turn your savings into reliable retirement income.

Park Hill Financial Planning & Investment Management

Denver, CO

Specialties: Tax Planning, Equity-Based Compensation, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Investment Management

Fee-Only financial planner located in Denver's Park Hill neighborhood, we serve clients locally and virtually nationwide.

Wolfpack Wealth Management

Boulder, CO

Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis, Tax Planning/Optimization Strategies

Fee-only fiduciary financial planner offering a flat-fee model for personalized financial planning and wealth management in Los Angeles and Denver, available virtually nationwide.

Summit Hill Wealth Management

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Exit Planning for Business Owners, Executive Compensation

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

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Paired Purpose Financial Planning

Louisville, CO

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

Fee-Only financial planning for tech professionals navigating complex equity compensation, financial decisions, and life’s biggest opportunities.

EP Wealth Advisors

Denver, CO

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets

Conklin Financial Planning

Thornton, CO

Specialties: Hourly, As Needed Financial Planning, Retirement Income Planning, Tax Planning, Money Coaching, Retirement Planning, Non-Financial Retirement Coaching

Hourly financial advisor with a focus on retirement planning. Located in the Denver, CO area, serving clients across the country.

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 (ESG Investing).

Targeted Wealth Solutions

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

Be Your Best Financial

Littleton, CO

Specialties: Comprehensive Financial Planning, Financial Planning for Couples, Financial Planning for Women, Financial Education and Literacy, Retirement Income Planning, Small Business Retirement Planning, Budgeting

Financial Planning the way it should be. Local in Colorado (Littleton), virtual (anywhere), on your schedule, to meet your needs.

Sample Financial Solutions, LLC

Aurora, CO

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

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

Ten Talents Financial Planning, LLC

Parker, CO

Sherwood Wealth Management

Basalt, CO

Alphemita Financial Services

Estes Park, CO

Integrity First Financial Planning, LLC

Colorado Springs, CO

Vital Investment Management

Loveland, CO

Narrow Path Financial Inc.

Fort Collins, CO

COAH Financial

Colorado Springs, CO

Noble Wealth Partners

Denver, CO

Baskin Financial Planning

Colorado Springs, CO

Delagify Financial

Arvada, CO

Paragon Capital Management

Denver, CO

Zestiny Wealth

Denver, CO

G&S Capital

Denver, CO

Entree Wealth

Boulder, CO

Moneta

Denver, CO

Petra Financial Advisors

Colorado Springs, CO

Gold Medal Waters, Inc.

Boulder, CO

Confluence Financial Advisors LLC

Boulder, CO

Petra Financial Advisors, Inc.

Colorado Springs, CO

Millennial Wealth Management

Broomfield, CO

Petra Financial Advisors, Inc.

Colorado Springs, CO

CayDen Wealth Management

Broomfield, CO

Ryerson Financial

Denver, CO

Harbor Wealth Management

Boulder, CO

Guidepost Financial Planning, LLC

Fort Collins, CO

Cornerstone Financial Planning LLC

Colorado Springs, CO

Enjoy the Ride: Financial + Life Planning

Boulder, CO

Differential Planning LLC

Fort Morgan, CO

BlackBird Finance

Pagosa Springs, CO

Lifetime Capital Management Inc.

Greenwood Village, CO

Moneta

Denver, CO

Basis Financial Planning

Denver, CO

Moneta

Denver, CO

Evergreen Private Wealth

Greenwood Village, CO

Rock Financial Planning

Arvada, CO

Jackson Wealth Management

Castle Rock, CO

Outbound Financial, Inc.

Boulder, CO

The Wealth Conservancy, Inc.

Boulder, CO

Green Mountain Planning

Lakewood, CO

Financial Life Journeys

Peyton, CO