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:

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

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

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

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

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.

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

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

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

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

Steven King

King Financial Planning & Management, LLC

Colorado Springs, CO

Connie Hancock

CFP®

Petra Financial Advisors, Inc.

Colorado Springs, CO

Jamie Slaughter

Strasbaugh Financial Advisory, Inc.

Colorado Springs, CO

Jon Forbes

CFP®

Petra Financial Advisors

Colorado Springs, CO

David Forbes

CFP®, CFA®

Petra Financial Advisors, Inc.

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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