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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO
415 advisers found
AUM
$105.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
463-248-6395
INNOVATIVE FINANCIAL, LLC
Lakewood, CO
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(303) 275-7170
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
INTELLIGENT INVESTMENT MANAGEMENT,LLP
Durango, CO
AUM
$104.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; NEW CLIENT ACCEPTANCE FEE
970-403-1234
MATHIES FINANCIAL PARTNERS
Pueblo, CO
AUM
$104.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-434-3939
AUM
$103.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
720-272-4419
NAVIGATION WEALTH MANAGEMENT
Fort Collins, CO
AUM
$103.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
970-672-1236
BLUE HERON CAPITAL
Englewood, CO
AUM
$102.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(720) 488-8604
DENEWILER CAPITAL MANAGEMENT INC
Denver, CO
AUM
$102.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
303-832-7475
PRIORITY FINANCIAL PARTNERS
Durango, CO
AUM
$100.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(970) 880-9577
CDP FINANCIAL GROUP, LLC
Littleton, CO
AUM
$100.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-794-0706
FINANCIAL ACTION, INC.
Monument, CO
AUM
$100.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-357-7189
ASPEN LEAF WEALTH MANAGEMENT, PBC
Golden, CO
AUM
$99.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-593-4660
INSIGHT, CORP.
Boulder, CO
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
703-314-6538
MY WEALTH PLANNERS
Longmont, CO
AUM
$99.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
303-600-3757
SYNERGY CAPITAL
Fort Collins, CO
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
970-837-3088
ASSET SOLUTIONS, INC.
Littleton, CO
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
303-932-2288
ARKENSTONE FINANCIAL, LLC
Monument, CO
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
719-559-1919
ISRAEL INVESTMENT ADVISORS, LLC
Denver, CO
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-861-3798
DAVID B. PATSTON, CPA, CFA
Denver, CO
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-573-0280
IRON RIVER CAPITAL LLC
Durango, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(970) 426-5300
COPPER RIVER ADVISORS LLC
Englewood, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-513-0705
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
303-697-3174