SUMMIT WEALTH GROUP
Colorado Springs, CO
AUM
$2.31B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO, COLORADO SPRINGS
40 advisers found
CORUNDUM GROUP, INC.
Colorado Springs, CO
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
Colorado Springs, CO
AUM
$905.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-478-7036
SEAMOUNT FINANCIAL GROUP INC
Colorado Springs, CO
AUM
$745.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-471-1171
ALTUS WEALTH GROUP, LLC
Colorado Springs, CO
AUM
$620.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-900-1295
ENVOY ADVISORY INC.
Colorado Springs, CO
AUM
$615.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-879-1376
INTERGY PRIVATE WEALTH, LLC
Colorado Springs, CO
AUM
$602.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-413-8820
PETRA FINANCIAL ADVISORS INC
Colorado Springs, CO
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-636-9000
CASCADE INVESTMENT GROUP, INC.
Colorado Springs, CO
AUM
$419.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-632-0818
PEAK INVESTMENT ADVISORS, INC.
Colorado Springs, CO
AUM
$234.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-260-6475
BONFIRE FINANCIAL, LLC
Colorado Springs, CO
AUM
$234.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-394-3900
BAUER WEALTH MANAGEMENT INC.
Colorado Springs, CO
AUM
$205.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
719 575-9000
ACCELERATED WEALTH ADVISORS LLC
Colorado Springs, CO
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
719-466-5630
INTENTIONAL WEALTH STRATEGIES
Colorado Springs, CO
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
719-694-8002
PLANWISER FINANCIAL
Colorado Springs, CO
AUM
$169.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-822-0808
SEASON INVESTMENTS, LLC
Colorado Springs, CO
AUM
$159.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
719-528-8400
PEACE OF MIND FINANCIAL PLANNING, INC
Colorado Springs, CO
AUM
$123.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
719-836-8181
56 CAPITAL PARTNERS, LTD
Colorado Springs, CO
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-418-3773
RS ASSET MANAGEMENT, LLC
Colorado Springs, CO
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-219-8444
ADELMANN FINANCIAL, INC.
Colorado Springs, CO
AUM
$105.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
719-599-7374
ADVISERS INVESTMENT MANAGEMENT, INC.
Colorado Springs, CO
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-540-9990
ADVENIRE WEALTH MANAGEMENT
Colorado Springs, CO
AUM
$90.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
719-424-3839
TARGETED WEALTH SOLUTIONS
Colorado Springs, CO
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-800-8179
MATTHEWS ADVISORS, LLC
Colorado Springs, CO
AUM
$57.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
719-344-2992
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