Fee-Only Financial Planners in Colorado Springs, CO

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

Fee-Only Financial Planners in Colorado Springs, CO:

Connie Hancock

CFP®

Petra Financial Advisors, Inc.

Colorado Springs, CO

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

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

Jane Young

CFP®, EA, MBA

More than Your Money, Inc.

Colorado Springs, CO

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

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

I can work with clients anywhere!

Richard Carroll

CFP®

First Ascent Financial, LLC

Colorado Springs, CO

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

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

David Forbes

CFP®, CFA

Petra Financial Advisors, Inc.

Colorado Springs, CO

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

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

Mary Alpers

CFP®, EA, MBA

Alpers Financial Planning, Inc.

Colorado Springs, CO

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

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

Susan Strasbaugh

CFP®, EA, AIF®

Strasbaugh Financial Advisory, Inc.

Colorado Springs, CO

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

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

Linda Leitz

CFP®

Peace of Mind Financial Planning, Inc.

Colorado Springs, CO

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

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

I can work with clients anywhere!

Todd Smith

CFP®

Level 5 Financial, LLC

Colorado Springs, CO

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

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

Jamie Slaughter

Strasbaugh Financial Advisory, Inc.

Colorado Springs, CO

Steven King

King Financial Planning & Management, LLC

Colorado Springs, CO

Craig Carnick

Carnick & Kubik

Colorado Springs, CO

Mary Brooks

Brooks Financial Planning

Colorado Springs, CO

Richard "Skip" Fleming

CFP®

Garrett Investment Advisors

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

    Get Your Checklist

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