AUM
$338.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
903-285-9515
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CO
415 advisers found
BOULDER WEALTH ADVISORS, LLC
Boulder, CO
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-444-1161
CIMARRON WEALTH MANAGEMENT, INC.
Montrose, CO
AUM
$327.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
970-249-9882
THEORY FINANCIAL
Fort Collins, CO
AUM
$319.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
970-305-4649
AUM
$318.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(630) 381-1170
ASPEN WEALTH STRATEGIES, LLC
Arvada, CO
AUM
$312.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(303) 421-1113
SYNERGY FINANCIAL PARTNERS, LLC
Denver, CO
AUM
$308.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-399-9999
VARRA FINANCIAL
Louisville, CO
AUM
$305.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
303 665 2822
MARSHALL INVESTMENT MANAGEMENT, LLC
Greenwood Village, CO
AUM
$298.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-991-6415
ALPHA CAPITAL FAMILY OFFICE, LLC
Greenwood Village, CO
AUM
$295.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
303-900-0185
KILTERHOWLING LLC
Boulder, CO
AUM
$292.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
720-443-2076
AUM
$290.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
800-871-FULL
IMPACTFOLIO LLC
Denver, CO
AUM
$288.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-218-3800
J.F. WILLIAMS CO., INC.
Denver, CO
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-753-4506
JIM SAULNIER & ASSOCIATES, LLC
Fort Collins, CO
AUM
$286.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
970-530-0556
LOTUSGROUP ADVISORS
Denver, CO
AUM
$286.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES
720.593.9861
AUM
$285.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720 887-1299
BESPOKE ADVISORY
Evergreen, CO
AUM
$284.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
877-777-6845
VITAL INVESTMENT MANAGEMENT LLC
Loveland, CO
AUM
$283.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
970-776-3316
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
Denver, CO
AUM
$279.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(720) 287-0918
PARSONEX ADVISORY SERVICES, INC.
Englewood, CO
AUM
$271.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
303-662-8700
PEAK FINANCIAL ADVISORS
Denver, CO
AUM
$268.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-316-2799
THE WEALTH CONSERVANCY, INC.
Boulder, CO
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
303-444-1919
BRUCE G. ALLEN INVESTMENTS, LLC
Denver, CO
AUM
$258.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(303) 592-5535