CALEDONIA WEALTH MANAGEMENT, LTD.
Boulder, CO
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
720-239-1260
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
60 advisers found
MIFI WEALTH, LLC
Boulder, CO
AUM
$66.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
303-449-6125
BERMAN, GIL
Boulder, CO
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
303-447-9000
FLATIRONS WEALTH MANAGEMENT
Boulder, CO
AUM
$49.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
720-446-6093
TIFIN GIVE
Boulder, CO
AUM
$30.9M
Institutional
Team
2 advisors
Clients
—
Fees
Fixed fees; MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM)
646 389-0402
BONSAI ADVISORS LLC
Boulder, CO
AUM
$21.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
866-266-7249
BRAVERMAN WEALTH ADVISORS, LLC
Boulder, CO
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-800-1588
PANTILE INVESTMENTS
Boulder, CO
AUM
$1.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-432-2450
SAVVLY ADVISOR
Boulder, CO
AUM
$75K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(888)-372-8859
FINANCIAL STEWARD ASSOCIATES, LLC
Boulder, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
303-444-5440