WINVEST INVESTMENTS L.P.
Montrose, CO
AUM
$53.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-249-3602
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
918 advisers found
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
LIFT ASSET MANAGEMENT
Englewood, CO
AUM
$35.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
720-667-1595
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
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
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
TIFIN GIVE
Boulder, CO
AUM
$30.9M
Institutional
Team
2 advisors
Clients
—
Fees
Fixed fees; MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM)
646 389-0402
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