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 Trusts & Estates advisors in CO, COLORADO SPRINGS
34 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
BRUNI J V & CO
Colorado Springs, CO
AUM
$1.10B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
719-575-9880
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
RAMSAY STATTMAN VELA & PRICE INC
Colorado Springs, CO
AUM
$778.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
719-473-6925
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
SENIOR TAX ADVISORY GROUP, INC.
Colorado Springs, CO
AUM
$122.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Commissions
719-596-4844
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
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