5280 CAPITAL
Denver, CO
AUM
$34.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
303-501-9915
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
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
GUIDEPOST FINANCIAL PLANNING, LLC
Fort Collins, CO
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-419-8212
SHERWOOD WEALTH MANAGEMENT
Basalt, CO
AUM
$30.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
9707100330
THIRD DAY CAPITAL MANAGEMENT, LLC
Denver, CO
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
303-979-9259
WEALTHEQ
Erie, CO
AUM
$26.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Fixed fees
720-636-1998
HAYKIN WEALTH MANAGEMENT, CORP
Denver, CO
AUM
$26.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
303-641-2561
BZ WEALTH ADVISORS, LLC
Littleton, CO
AUM
$26.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2085084070
GRANDERSON WEALTH MANAGEMENT GROUP INC
Denver, CO
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-228-3160
KINDRED FINANCIAL LLC
Lakewood, CO
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-466-3515
MANDALA FINANCIAL ADVISORS LLC
Salida, CO
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
312-890-6221
MERITOR CAPITAL
Greenwood Village, CO
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
720-792-4512
NEW FRONTIER WEALTH MANAGEMENT
Englewood, CO
AUM
$24.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
303-870-8913
COBALT PRIVATE WEALTH LLC
Colorado Springs, CO
AUM
$24.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
719.332.3863
GBG WEALTH MANAGEMENT LLC
Lone Tree, CO
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
303-708-1640
STABLEFORD CAPITAL PARTNERS
Denver, CO
AUM
$22.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-550-5462
NVEST ADVISORS, LLC
Colorado Springs, CO
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
7192579301
RCS WEALTH MANAGEMENT
Centennial, CO
AUM
$22.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
303-777-5500
TAYLORS FINANCIAL
Fort Collins, CO
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
970-584-9551
MONTGOMERY WEALTH MANAGEMENT, LLC
Pagosa Springs, CO
AUM
$21.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
281-684-2245