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.
Select a city to refine your search:
- Arvada, CO
- Aurora, CO
- Boulder, CO
- Broomfield, CO
- Carbondale, CO
- Castle Rock, CO
- Centennial, CO
- Cherry Hills Village, CO
- Colorado Springs, CO
- Denver, CO
- Durango, CO
- Edgewater, CO
- Edgewater, CO
- Englewood, CO
- Erie, CO
- Fort Collins, CO
- Fort Morgan, CO
- Frisco, CO
- Glendale, CO
- Glenwood Springs, CO
- Golden, CO
- Grand Junction, CO
Fee-Only Financial Planners in Colorado:
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
Joseph Brady
CFP®
Rock Financial Planning
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Arvada, CO, serving clients locally and across the country
Erin Hadary
MBA, CFP®, CAP®
Moneta
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner specializing in private wealth management and philanthropic planning
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax 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.
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.
Ryan Bowman
CFP®
Aspen Wealth Strategies
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.
Nick Hatfield
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Stephanie McElheny
CFP®, EA, ChSNC®™, CFC™
Aspen Wealth Strategies
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Special Needs
Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.
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.
Susan Strasbaugh
CFP®, EA, AIF®
Buckingham Strategic Wealth
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning
Forever standing on the side of our clients.
Betty Wang
CFP®
BW Financial Planning
Denver, CO
Specialties: Women's Finances, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients in the Denver Metro Area and across the country
Richard "Skip" Fleming
CFP®
Lodestar Financial Planning
Colorado Springs, CO
Specialties: Military & Federal Benefits Advice, Special Needs Planning, Investment Advice, Tax Planning, Broad-based Financial Planning
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
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
Derek Holman
CFP®, AIF®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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.
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
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
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
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
Scott Arnold
CFP®
IMPACTfolio®
Denver, CO
Specialties: Environmental, Social, and Governance (ESG), IMPACT Investment Management, Holistic Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Liz Cady
CFA®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Nicholas Kroeger
Moneta 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
Reuben J. Brauer
CFP®
Callahan Financial Planning Company
Denver, CO
Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, 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
Jill Isbell
CFP®
Creative Financial Services
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
Lynn Dunston
CFP®, EA, M.Div., Th.M.
Moneta
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 S. Speciner
CFP®, EA
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.
Rebecca Kennedy
CFP®
IMPACTfolio®
Denver, CO
Specialties: Comprehensive Financial Planning, Environmental, Social & Governance Investing, Retirement Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Michelle Francis
Life Story Financial
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Arvada, 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 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
Kyle Kues
MBA, CFP®
Snowcap Financial
Lakewood, 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!
William Callahan
RLP®, CFA®, CFP®
Callahan Financial Planning Company
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management
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
Mary Alpers
CFP®, EA, MBA
Three Points Financial
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
Jon Moore
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Sara Gardner
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Shawn Rogers
CFP®
Lifetime Capital Management Inc.
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Gregory Wells
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Denver, 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
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Justin Pritchard
CFP®, PPC®, RMA®, MBA
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
Justin Arnold
CFP®, RICP®
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
Bill Stordahl
CFP®
Stordahl Capital Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Justin Soucie
CFP®
G&S 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
Lucas Casarez
CFP®
Level Up Financial Planning, LLC
Timnath, CO
Specialties: Comprehensive Financial Planning, Prioritizing Goals, Debt Management, Investment Management, College Education Planning, Tax Planning, Stock Option Strategies
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
Ryan Serrecchia
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Megan Kanter
CFP®
Moneta Group
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Denver, 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
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
DeDe Jones
CPA, CFP®
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
Tim Sample
CFP®, MBA
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
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
Will Brennan
CFP®, CFA®
All Season Financial Advisors
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
Arlen Olberding
MBA, CFP®
Guidepost Financial Planning, LLC
Fort Collins, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fort Collins, CO, serving clients locally and across the country
Raquel Hinman
CFP®, CDFA®
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
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.
Kim Curtis
CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS
Wealth Legacy Institute
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
Sean A. Hummel
CFP®
Hummel Planning, LLC
Glendale, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Real Estate
Fee-Only, hourly-only financial planner located in Denver, CO, serving clients locally and virtually across the United States.
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
Tom Nguyen
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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
Brian Parker
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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
Guy Holman
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Denver, CO, 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.
David Eads
CFP®
Vital Investment Management
Loveland, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Loveland, CO, serving clients locally and across the country
Gabriel Motta
CFP®, MBA
Inclinevest
Golden, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
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.
Linda Leitz
PhD, CFP®, EA, CDFA®
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
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
David Fulton
CFP®, ChFC®
Lodestar Financial Planning
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
Julie McDaniel
CFP®
IMPACTfolio®
Denver, CO
Specialties: Environmental, Social, and Governance (ESG) Investing, Holistic Financial Planning, Tax Planning, College Education Planning, Cash Flow Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Eric M. Courage
CFA®, CFP®, CAIA®
MARGIN
Greenwood Village, CO
Specialties: Your problems we specialize in:, Which accounts should I withdraw or invest into first to lower my taxes? What’s a Mega Backdoor Roth or Backdoor Roth? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?, What are my trade-offs for paying off my mortgage? Like tax implications, my rates versus projected investment returns, portfolio withdrawals, cash on hand, and how I feel about debt?, How much can I withdraw from my portfolio without running out of money? What specific and individual factors will impact my personal withdrawal rate?, You are not sure what entity to set-up, whether you should register your business as an S-Corp, and you don’t know how or where to find someone who can help you., You have a CPA. Sure, they put all your numbers in boxes, but you need proactive planning and an overall strategy to minimize taxes. You don’t only need help for your business; you need help for your personal taxes too. It would be nice if someone would call you back., Can you help me minimize my taxes using real estate? How much real estate should I own versus my overall portfolio versus investing in my business?, How much will this cost me in capital gains to sell, or how can we maximize taxable losses? Better yet, can I get money out of my rentals without paying taxes?
We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.
Jacob Milder
CFP®, ChFC®
Oak Street Investments, LLC
Greenwood Village, CO
Specialties: Reducing Advisor Fees for High-Net Worth Clients, Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
We meet with local clients in the Denver Tech Center and virtually for clients across the United States.
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Eric Walters
CFA®, CFP®
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
Kaleb Paddock
CFP®
Ten Talents Financial Planning, LLC
Parker, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fiduciary financial planner located in Parker, CO, serving clients locally and also virtually, across the country.
Jennifer Litsas
CFP®
Moneta
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Daniel Yerger
MBA, CFP®, ChFC®, AIF®, CDFA®
MY Wealth Planners
Longmont, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Employer Benefits Planning, Tax Planning
The only Fee-Only CFP® Professional living and located in Longmont, CO, serving those looking for highly qualified objective financial planning.
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
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...
Paul Staib
CFP®, MBA, RICP®
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
Blaine Thiederman MBA, CFP®
Progress Wealth Management
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, HENRYs,
Fee-Only financial planner specialized in helping HENRY's located near Denver, CO, serving clients locally and across the country.
Michael McGrath
MS, CFP®, CLU®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Samantha Rauch
MY Wealth Planners
Longmont, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Employer Benefits Planning, Tax Planning
The only Fee-Only CFP® Professional living and located in Longmont, CO, serving those looking for highly qualified objective financial planning.
Jayson Owens
CFP®
Bright Road Wealth Management, LLC
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
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.
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
Rene Bruer
CFP®, MBA
Smith Bruer Advisors
Colorado Springs, CO
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Colorado Springs, Colorado serving clients locally and across the country
Brian Littlejohn
MBA, CFP®, CFA®
Sherwood Wealth Management
Basalt, CO
Specialties: Comprehensive Financial Planning, Investment Management
Your future. Our focus.
Steve Cruice
CPA, CFP®
Three Points Financial
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Small Business Planning, Retirement Income Planning
Fee-Only, Tax Focused Financial Planning - Serving the Denver Metro, Monument, Colorado Springs, Castle Rock and Parker Areas with Two Convenient Locations and Virtually Across the Country
Lauren Williams
CFP®
TCI Wealth Advisors
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
Shane Dennehy
BFA™, National Social Security Advisor Certificate Holder
5280 Wealth Management
Broomfield, CO
Refine Your Search
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)
