CONEXUS CAPITAL MANAGEMENT, LLC
Parker, CO
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-443-7940
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO
415 advisers found
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
DELPHI WEALTH PARTNERS
Grand Junction, CO
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-639-1142
BERENZ WEALTH MANAGEMENT, LLC
Littleton, CO
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-734-7123
SUGDEN WEALTH MANAGEMENT, LLC
Denver, CO
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-398-7031
SUMMIT WEALTH STRATEGIES
Denver, CO
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
303-954-8141
TEN TALENTS FINANCIAL PLANNING LLC
Parker, CO
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(720) 710-0939
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
FORTIFIED WEALTH STRATEGIES, INC.
Northglenn, CO
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Fixed fees; SHARE OF MANAGEMENT FEES W/ 3RD PARTY ADVISORS
7205835056
EVERGREEN WEALTH ADVISORS
Durango, CO
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
970-403-3783
LUNSFORD FINANCIAL PLANNING, INC.
Louisville, CO
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-666-6442
FLETCHING ARROWS WEALTH MANAGEMENT LLC
Loveland, CO
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
970-440-7941
PRIVATE CLIENT WEALTH ADVISORS, LLC
Denver, CO
AUM
$42.4M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
303-945-2222
STONEBRIDGE FINANCIAL SOLUTIONS, INC
Lone Tree, CO
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-895-8200
THE COOK COMPANY, LLC
Greenwood Village, CO
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
303-572-6650
LARIAT WEALTH MANAGEMENT
Denver, CO
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
303-506-7739
MILLENNIAL WEALTH MANAGEMENT, LLC
Broomfield, CO
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(303)578-8535
MODERN FINANCIAL
Monument, CO
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
808-341-0103
SIMPLY STEWARD
Centennial, CO
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(303) 418-8116
BLUEPRINT FINANCIAL SERVICES
Arvada, CO
AUM
$33.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-422-7351
FTN CAPITAL MANAGEMENT
Littleton, CO
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-885-2034
NEW LIGHT FINANCIAL
Englewood, CO
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(303) 524-5223
ONE BRICK PLANNING & CONSULTING, LLC
Greenwood Village, CO
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
720-660-2491
OATLEY & DIAK, LLC.
Parker, CO
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
303-221-1900