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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO
415 advisers found
OAKTREE FINANCIAL PLANNING, LLC
Fort Collins, CO
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
970-988-2044
PEAK FINANCIAL GUIDANCE LLC
Greenwood Village, CO
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(303) 667-5117
RED LADY CAPITAL MANAGEMENT, LLC
Crested Butte, CO
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
970-275-5087
HIGH COUNTRY CAPITAL MANAGEMENT
Montrose, CO
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
970-249-3499
COLORADO FINANCIAL SERVICE CORPORATION
Centennial, CO
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-903-6760
FRUITAGE FINANCIAL LLC
Fort Collins, CO
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(970) 399-9031
ROBINSON CAPITAL MANAGEMENT LLC
Boulder, CO
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-245-0035
HINMAN FINANCIAL PLANNING, INC.
Erie, CO
AUM
$80.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-460-0908
FOXSTONE FINANCIAL
Lone Tree, CO
AUM
$79.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-988-5443
ACE WEALTH PARTNERS, LLC
Westminster, CO
AUM
$79.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303) 263-3235
FUTURE CAPITAL MANAGEMENT INC.
Castle Rock, CO
AUM
$78.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-927-3100
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
INVESTMENT RESEARCH CORP
Denver, CO
AUM
$76.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-626-0634
ADVANCED INVESTMENTS
Englewood, CO
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
303-228-2272
ATLAS LIFESTYLE PLANNING GROUP LLC
Westminster, CO
AUM
$72.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-885-8988
IRVING PLANNING & INVESTMENTS, LTD.
Centennial, CO
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
303-985-4100
KYLE S. SCOTT FINANCIAL PLANNING, INC.
Fort Collins, CO
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
970-893-4968
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
NORMANDY CAPITAL MANAGEMENT, LLC
Lakewood, CO
AUM
$67.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-893-8700
MARGIN
Denver, CO
AUM
$66.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303)990-1504
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
R. KENT HARRIS AND ASSOCIATES, LTD.
Greenwood Village, CO
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-698-7772