Fee-Only Financial Planners in Denver, 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 Denver, CO:

I can work with clients anywhere!

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.

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

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.

Chuck Bautista

MBA, CRPC®

EP Wealth Advisors

Denver, 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 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

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

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

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

David Day

CFP®

Gold Medal Waters, Inc.

Golden, CO

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

We help physicians achieve better, and more certain, outcomes.

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

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.

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.

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

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.

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

Nick Hatfield

CFP®

EP Wealth Advisors

Denver, 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

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

Matthew Kelley

CFP®, AIF®, AAMS®

Gold Medal Waters, Inc.

Denver, CO

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

We help physicians achieve better, and more certain, outcomes.

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

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

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!

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

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.

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

Sara Gardner

CFP®

EP Wealth Advisors

Denver, 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

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!

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...

Jon Moore

CFP®

EP Wealth Advisors

Denver, 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

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.

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.

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

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.

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

Steve Cruice

CPA, CFP®

Three Points Financial

Greenwood Village, 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

Lisa Bayer

CFA®, CFP®

Opus Financial Solutions LLC

Denver, 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.

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.

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

Liz Cady

CFA®

EP Wealth Advisors

Denver, 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

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

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.

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!

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

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

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

R Brady Siegrist

CFP®

Janiczek Wealth Management

Denver, CO

Stefan Jackson, CFP®

Jackson Wealth Management

Castle Rock, CO

Grant Glenn

CFP®, CFA®

Noble Wealth Partners

Denver, CO

Nestor Vargas

CFP®

Green Mountain Planning

Golden, CO

Kyle Kersting

Janiczek Wealth Management

Denver, CO

Joseph Janiczek

Janiczek Wealth Management

Denver, CO

Eileen Sharkey

Sharkey, Howes & Javer, Inc.

Denver, CO

Daniel Courtney

CFP®, EA

Basis Financial Planning

Denver, CO

Joel Martin

CFP®

Buckingham Strategic Wealth

Denver, CO

Danny Lee

CFP®, CRPC®

Modern Millennial Wealth

Denver, CO

Jeff Brainard

Noble Wealth Partners

Denver, CO

Alexander Feick

Paragon Capital Management, Ltd.

Denver, CO

Perry Mattern

Mattern Capital Management, LLC

Denver, CO

Kyle Simmons

Simmons Investment Management LLC

Broomfield, 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)

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