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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CO
574 advisers found
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
AUM
$63.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
720-406-7790
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
INFINITY WEALTH MANAGEMENT, INC.
Denver, CO
AUM
$62.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Commissions
303-337-7082
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
ASSET STRATEGIES GROUP, LLC
Highlands Ranch, CO
AUM
$58.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
303.683.3179
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
UNIFY WEALTH MANAGEMENT LLC
Fort Collins, CO
AUM
$54.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
970-484-9655
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
WINVEST INVESTMENTS L.P.
Montrose, CO
AUM
$53.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-249-3602
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