JAMES MORGAN ASSET MANAGEMENT, LLC
Broomfield, CO
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-457-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO
450 advisers found
HAAS CAPITAL MANAGEMENT LLC
Fort Collins, CO
AUM
$9.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-402-9236
HAMSHER WEALTH MANAGEMENT, LLC
Greenwood Village, CO
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
303-539-5420
UNITY WEALTH STRATEGIES
Colorado Springs, CO
AUM
$8.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-602-1221
BETTER POCKETS FINANCIAL
Fort Collins, CO
AUM
$8.3M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
9707161233
LYNCH FINANCIAL GROUP
Denver, CO
AUM
$7.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
303-619-8244
SKIDMORE ADVISORY SERVICES, INC.
Denver, CO
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
303-365-1696
BRAVERMAN WEALTH ADVISORS, LLC
Boulder, CO
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-800-1588
POLARIS WEALTH PARTNERS
Denver, CO
AUM
$5.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(303) 229-0926
EVES&HAINES WEALTH MANAGEMENT
Greeley, CO
AUM
$4.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
9706160727
SEED MONEY CONSULTING
Greenwood Village, CO
AUM
$4.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
720-255-1108
PYN WEALTH MANAGEMENT LLC
Breckenridge, CO
AUM
$4.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-409-4009
TRUE RICHES FINANCIAL PLANNING
Denver, CO
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-303-2175
SOVEREIGN GLOBAL ADVISORS, LLC
Denver, CO
AUM
$4.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-790-9700
CLC CAPITAL MANAGEMENT
Grand Junction, CO
AUM
$3.8M
Financial PlanningWealth MgmtInstitutional
Team
0 total employees
Clients
0
Fees
Percentage of AUM
(970) 255-9980
SOHUM FINANCIAL PLANNING, LLC
Evergreen, CO
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-725-3284
ASPEN GOLD FINANCIAL
Brighton, CO
AUM
$3.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-558-0067
GRANTD WEALTH, INC.
Denver, CO
AUM
$3.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-416-5343
CITRINE & GOLD LLC
Denver, CO
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-960-1010
ELIASON WEALTH MANAGEMENT LLC
Centennial, CO
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
720-588-9717
REPLICA WEALTH ADVISORS INC
Colorado Springs, CO
AUM
$2.3M
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
719-381-1714
PANTILE INVESTMENTS
Boulder, CO
AUM
$1.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
720-432-2450
BASILIC
Denver, CO
AUM
$1.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
608-438-6737
CORNBELT FINANCIAL, LLC
Denver, CO
AUM
$1.8M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-242-8821