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:

Arlen Olberding

MBA, CFP®

Guidepost Financial Planning, LLC

Fort Collins, CO

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

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

Sunit Bhalla

CFP®, M.S. 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

I can work with clients anywhere!

Lucas Casarez

CFP®

Level Up Financial Planning, LLC

Timnath, CO

Specialties: Comprehensive Financial Planning, Prioritizing Goals, Debt Management, Investment Management, College Education Planning, Tax Planning, Stock Option Strategies

Fee-Only financial planner specializing in Gen X & Y, Tech Employees, and Growing Families. Located in Timnath, CO, serving clients locally and across the country by virtual meetings

I can work with clients anywhere!

Jason S. Speciner

CFP®, EA

Financial Planning Fort Collins

Fort Collins, CO

Specialties: Our Modern Process Includes:, Financial Planning,, Investment Management,, and Income Tax Preparation.

Financial planning, investment management, and income tax preparation as one comprehensive approach.

David Eads

CFP®

Vital Investment Management

Loveland, CO

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

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

Donald Dority

CPA, PFS, CFP®

Narrow Path Financial Inc.

Fort Collins, CO

Daniel Andrews

CFP®

Financial Planning Fort Collins

Fort Collins, 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

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