Fee-Only Financial Advisors in Denver, CO

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

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!

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!

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!

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!

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!

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.

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!

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!

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!

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!

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!

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!

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!

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!

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

I can work with clients anywhere!

Sara Gardner

CFP®

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!

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!

Jon Moore

CFP®

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!

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!

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!

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!

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!

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!

Dustin Bell

MBA

Reflective Financial

Greenwood Village, 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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

Nick Hatfield

CFP®

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!

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!

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!

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!

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!

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!

Chuck Bautista

MBA, CRPC®

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!

Liz Cady

CFA®

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!

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!

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!

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!

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!

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

Nestor Vargas

CFP®

Green Mountain Planning

Golden, CO

Daniel Courtney

CFP®, EA

Basis Financial Planning

Denver, CO

Stefan Jackson

CFP®

Jackson Wealth Management

Castle Rock, CO

Grayson Hofferber

Millennial Wealth Management

Broomfield, CO

Steven Bowes

MBA

Evergreen Private Wealth

Greenwood Village, CO

Kaleb Paddock

CFP®

Ten Talents Financial Planning, LLC

Parker, CO

Joel Martin

CFP®

Buckingham Strategic Wealth

Denver, CO

Grant Glenn

CFP®, CFA®

Noble Wealth Partners

Denver, CO

DeeDee Baze

CFP®

Alphemita Financial Services

Estes Park, CO

Danny Lee

CFP®, CRPC®

Modern Millennial Wealth

Denver, CO

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    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.


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