Fee-Only Financial Planners in Fort Collins, 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 Fort Collins, CO:

Jason Speciner

CFP®, EA

Financial Planning Fort Collins

Fort Collins, CO

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

Fee-Only Financial Planner focusing on relocating professionals, career changers, and Colorado public service employees.

Sunit Bhalla

CFP®, Master of Science 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

Lucas Casarez

Level Up Financial Planning, LLC

Fort Collins, CO

Donald Dority

Narrow Path Financial Inc.

Fort Collins, CO

Steve Martin

Martin Wealth Management, LLC

Fort Collins, CO

Arlen Olberding

Guidepost Financial Planning

Fort Collins, CO

Colleen Miller

Finance by Design Inc.

Fort Collins, CO

Dan Andrews

CFP®

Well-Rounded Success

Fort Collins, CO

  • 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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