{
  "path": "/advisors/co/colorado-springs/fee-only",
  "url": "https://advisorcensus.com/advisors/co/colorado-springs/fee-only",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in Colorado Springs, CO",
  "filters": {},
  "scope_total": 18,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Colorado Springs, CO?",
      "a": "AdvisorCensus lists 82 investment advisory firms with a principal office in the Colorado Springs metro area, from Form ADV filings as of October 2026: 28 SEC-registered, 39 state-registered, and 15 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Colorado Springs, CO?",
      "a": "18 of the 82 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Colorado Springs, CO offer financial planning?",
      "a": "58 of the 67 firms in Colorado Springs, CO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Colorado Springs, CO fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 18 investment advisory firms with a principal office in the Colorado Springs metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Colorado Springs has 82 investment advisory firms with a principal office in the metro area as of October 2026: 28 SEC-registered, 39 state-registered, and 15 exempt reporting advisers. 18 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 27 report under $100 million in regulatory assets under management. The metro area has 302,050 households, 40,565 of them with income of $200,000 or more, or 495 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in Colorado Springs, CO: 18 firms from Form ADV filings as of October 2026.",
  "total_firms": 18,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 4,
    "state": 14,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 18
    },
    {
      "code": "percentage_of_aum",
      "count": 12
    },
    {
      "code": "hourly",
      "count": 10
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 13
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 5
    },
    {
      "code": "5_to_9",
      "count": 4
    },
    {
      "code": "10_to_19",
      "count": 4
    },
    {
      "code": "20_plus",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 3
    },
    {
      "code": "100m_500m",
      "count": 3
    },
    {
      "code": "500m_1b",
      "count": 1
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "firms": [
    {
      "crd_number": 114825,
      "name": "Adelmann Financial, Inc.",
      "name_as_filed": "ADELMANN FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/adelmann-financial-inc-colorado-springs-co-114825",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106644,
      "name": "Bruni J V & Co",
      "name_as_filed": "BRUNI J V & CO",
      "url": "https://advisorcensus.com/firm/bruni-j-v-and-co-colorado-springs-co-106644",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121485,
      "name": "Bullock Capital Alliance, Inc.",
      "name_as_filed": "BULLOCK CAPITAL ALLIANCE, INC.",
      "url": "https://advisorcensus.com/firm/bullock-capital-alliance-inc-colorado-springs-co-121485",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315205,
      "name": "Carriere Financial Planning LLC",
      "name_as_filed": "CARRIERE FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/carriere-financial-planning-llc-colorado-springs-co-315205",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332283,
      "name": "Coah Financial",
      "name_as_filed": "COAH FINANCIAL",
      "url": "https://advisorcensus.com/firm/coah-financial-colorado-springs-co-332283",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168453,
      "name": "Cobalt Private Wealth LLC",
      "name_as_filed": "COBALT PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/cobalt-private-wealth-llc-colorado-springs-co-168453",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324007,
      "name": "Cornerstone Financial Planning",
      "name_as_filed": "CORNERSTONE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-colorado-springs-co-324007",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338334,
      "name": "Harting Financial, LLC",
      "name_as_filed": "HARTING FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/harting-financial-llc-colorado-springs-co-338334",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148728,
      "name": "King Financial Planning & Management, LLC",
      "name_as_filed": "KING FINANCIAL PLANNING & MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114456,
      "name": "Matthews Advisors, LLC",
      "name_as_filed": "MATTHEWS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/matthews-advisors-llc-colorado-springs-co-114456",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289058,
      "name": "More Than Your Money, Inc.",
      "name_as_filed": "MORE THAN YOUR MONEY, INC.",
      "url": "https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289067,
      "name": "Peace of Mind Financial Planning, Inc",
      "name_as_filed": "PEACE OF MIND FINANCIAL PLANNING, INC",
      "url": "https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113967,
      "name": "Peak Investment Advisors, Inc.",
      "name_as_filed": "PEAK INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/peak-investment-advisors-inc-colorado-springs-co-113967",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105156,
      "name": "Ramsay Stattman Vela & Price Inc",
      "name_as_filed": "RAMSAY STATTMAN VELA & PRICE INC",
      "url": "https://advisorcensus.com/firm/ramsay-stattman-vela-and-price-inc-colorado-springs-co-105156",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 50,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282131,
      "name": "Targeted Wealth Solutions",
      "name_as_filed": "TARGETED WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312175,
      "name": "Truthpoint Financial, LLC",
      "name_as_filed": "TRUTHPOINT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332777,
      "name": "Unity Wealth Strategies",
      "name_as_filed": "UNITY WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129599,
      "name": "Wealth Logic, LLC",
      "name_as_filed": "WEALTH LOGIC, LLC",
      "url": "https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599",
      "city": "Colorado Spring",
      "state": "CO",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/co",
      "label": "Financial advisors in Colorado"
    },
    "metro": {
      "path": "/advisors/co/colorado-springs",
      "label": "Financial advisors in Colorado Springs, CO"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/co/colorado-springs/flat-fee",
        "label": "Flat-fee financial advisors in Colorado Springs, CO",
        "firm_count": 50
      },
      {
        "path": "/advisors/co/colorado-springs/hourly",
        "label": "Hourly financial advisors in Colorado Springs, CO",
        "firm_count": 38
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/co/colorado-springs/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in Colorado Springs, CO"
      },
      {
        "path": "/advisors/co/colorado-springs/military-and-veterans",
        "firm_count": 1,
        "label": "Financial advisors for military families and veterans in Colorado Springs, CO"
      }
    ],
    "state_fee": {
      "path": "/advisors/co/fee-only",
      "label": "Fee-only financial advisors in Colorado"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}