Fee-Only Financial Advisors in Colorado

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Colorado area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Colorado Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Brian Littlejohn

MBA, CFP®, CFA®

Sherwood Wealth Management

Basalt, CO

Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving & Gifting Strategies, Family Legacy Planning

Personalized Financial Advice You Can Trust

I can work with clients anywhere!

Steve Cruice

CPA, CFP®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Nick Hatfield

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Kyle Simmons

CRPC®

Simmons Investment Management

Broomfield, CO

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

Trusted Financial Advice for Engineers and Tech Professionals

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Sheri Conklin

MBA, CFP®

Conklin Financial Planning

Thornton, CO

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

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

I can work with clients anywhere!

Paul Staib

CFP®, MBA, RICP®

Staib Financial Planning, LLC

Lone Tree, 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

I can work with clients anywhere!

Brett Polzin

CFP®, EA

Eight Peaks Wealth Management

Parker, 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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Brian Parker

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Paul Carriere

CFP®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Eddie Liang

CFP®

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Stephanie McElheny

CFP®, EA, CMSA®, ChSNC®™, PFPS™, 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.

I can work with clients anywhere!

Michael McGrath

MS, CFP®, CLU®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Jon Moore

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Kyle Kues

MBA, CFP®

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!

I can work with clients anywhere!

Dwight Dettloff

CPA/PFS, CFP®

Winding Trail Financial Planning, LLC

Lafayette, CO

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

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

I can work with clients anywhere!

Kevin Shuller

CFA®, CFP®

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

I can work with clients anywhere!

Aaron Milledge

CFP®, MBA

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Jason 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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Leyder "Aiden" Murillo

MBA

Wolfpack Wealth Management

Denver, 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

Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.

I can work with clients anywhere!

Rachel King

ChFC®

EP Wealth Advisors

Denver, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Bill Stordahl

CFP®

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

I can work with clients anywhere!

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 (ESG Investing).

I can work with clients anywhere!

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, 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.

I can work with clients anywhere!

Michelle Francis

Life Story Financial

Arvada, CO

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

Fee-Only Financial Advisor for Women

I can work with clients anywhere!

Tom Nguyen

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

Reuben J. Brauer

CFP®

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Eric 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 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.

We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.

I can work with clients anywhere!

Liz Cady

CFA®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Travis Hughes

CFP®, EA

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Christina Ferrer

CFP®

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.

I can work with clients anywhere!

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...

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Chuck Bautista

MBA, CRPC®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Andy Thomas

CFP®, CPA

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Adam Van Wert

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.

I can work with clients anywhere!

Matt MacFarlane

Contra Investments

Englewood, CO

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

Holistic portfolio management and goals based financial planning. Serving clients locally and across the country.

I can work with clients anywhere!

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

I can work with clients anywhere!

Dustin Bell

MBA

Reflective Financial

Highlands Ranch, CO

Specialties: Comprehensive Financial Planning, Investment Advice, Cashflow & Budgeting, Savings Strategies: Retirement/College, Tax Planning, Risk Management

Fee-Only financial planner in Highlands Ranch, CO, offering financial planning and investment advice to clients locally and nationwide.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Daniel Huffman

Candidate for CFP® Certification

Cornerstone Financial Planning LLC

Colorado Springs, CO

Specialties: Comprehensive Financial Planning, Roadmap to Financial Freedom, Investment Plans for Early Retirement, Factor-based Investment Strategies, Real Estate Investing, Tax Planning

Fee-Only financial planner with flat-fee service offerings located in Colorado Springs, CO, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

John Henry

Ph.D

Story Makers Investment Advisors

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Risk Management

Personalized Investment Advising & Financial Planning with Flexible Fee Options. Located in Denver, CO serving clients everywhere.

I can work with clients anywhere!

Ryan Halvorson

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

I can work with clients anywhere!

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 located in Denver, CO, serving clients locally and across the country.

I can work with clients anywhere!

Will Brennan

CFA, CFP®

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.

I can work with clients anywhere!

Carlie Ransom

CFP® , AIF®

Equal Path Investments

Denver, CO

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

Fee-Only financial planner located in Denver, CO, serving clients locally and across the country providing joyful financial planning to cultivate an empowered and impactful future.

I can work with clients anywhere!

Daniel Yerger

MBA, CFP®, ChFC®, AIF®

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Fernando Reyes

MBA, CFP®, ChFC®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Sara Gardner

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Jim Barnum

Bright Road Wealth Management, LLC

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

I can work with clients anywhere!

Ryan Serrecchia

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Ethan Pace

CFP®, CMFC®

The Retirement Planning Group

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Estate Planning, Tax Return Prep & Planning, Rebalancing

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

I can work with clients anywhere!

Derek Holman

CFP®, AIF®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Gregory Wells

CFP®

EP Wealth Advisors

Littleton, CO

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

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

David Seufer

CFA, CFP®

Gravitas Wealth Planning

Lone Tree, CO

Steven Bowes

MBA

Evergreen Private Wealth

Greenwood Village, CO

Donald Dority

CPA, PFS, CFP®

Narrow Path Financial Inc.

Fort Collins, CO

Tom McNary

CFP®

Confluence Financial Advisors LLC

Boulder, CO

Connie Hancock

CFP®

Petra Financial Advisors, Inc.

Colorado Springs, CO

Tucker Johnson

CFA®

Differential Planning LLC

Fort Morgan, CO

Elyse Foster

CFP®

Harbor Wealth Management

Boulder, CO

Paul Monax

CFP®

Agile Wealth LLC

Littleton, CO

Michael Carrico

CFP®, CRPC®

Howe & Rusling Wealth Management

Colorado Springs, CO

David Day

CFP®

Gold Medal Waters, Inc.

Boulder, CO

Jon Forbes

CFP®

Petra Financial Advisors

Colorado Springs, CO

Grayson Hofferber

Millennial Wealth Management

Broomfield, CO

Danny Lee

CFP®, CRPC®

Modern Millennial Wealth

Denver, CO

Megan Miller

CFP® CDFA®

Harbor Wealth Management

Boulder, CO

Kaleb Paddock

CFP®

Ten Talents Financial Planning, LLC

Parker, CO

Shaun Williams

CFA®, CFP®

Paragon Capital Management

Golden, CO

Nestor Vargas

CFP®

Green Mountain Planning

Golden, CO

Guy Holman

CFP®

TCI Wealth Advisors

Denver, CO

David Forbes

CFP®, CFA®

Petra Financial Advisors, Inc.

Colorado Springs, CO

DeeDee Baze

CFP®

Alphemita Financial Services

Estes Park, CO

Grant Glenn

CFP®, CFA®

Noble Wealth Partners

Denver, CO

Stefan Jackson

CFP®

Jackson Wealth Management

Castle Rock, CO

Joseph Brady

CFP®

Rock Financial Planning

Arvada, CO

Jeff Grimes

CFP®

11 Financial

Colorado Springs, CO

Shane Dennehy

CFP®, ChFC®

CayDen Wealth Management

Broomfield, CO

Shawn Rogers

CFP®

Lifetime Capital Management Inc.

Greenwood Village, CO

Brian Kinney

CFP®, MBA

Financial Life Journeys

Peyton, CO

Daniel Courtney

CFP®, EA

Basis Financial Planning

Denver, CO

James F. Harvey

CPA/PFS, CFP®

Integrity First Financial Planning, LLC

Colorado Springs, 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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