# Fee-only financial advisors in Colorado Springs, CO

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/colorado-springs/fee-only

## At a glance

- Investment advisory firms: 18
- Registration: SEC-registered investment adviser: 4, State-registered investment adviser: 14
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 18 (100%); Percentage of assets 12 (67%); Hourly charges 10 (56%); Fixed fees 13 (72%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (33%); $25 million to $100 million 3 (17%); $100 million to $500 million 3 (17%); $500 million to $1 billion 1 (6%); $1 billion to $5 billion 1 (6%); Not reported 4 (22%)
- Years registered: Under 5 years 5 (28%); 5 to 9 years 4 (22%); 10 to 19 years 4 (22%); 20 years or more 5 (28%)

## Firms (page 1 of 1, 1 to 18 of 18, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adelmann Financial, Inc.](https://advisorcensus.com/firm/adelmann-financial-inc-colorado-springs-co-114825) ([md](https://advisorcensus.com/firm/adelmann-financial-inc-colorado-springs-co-114825.md)) | 114825 | Colorado Springs, CO | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Bruni J V & Co](https://advisorcensus.com/firm/bruni-j-v-and-co-colorado-springs-co-106644) ([md](https://advisorcensus.com/firm/bruni-j-v-and-co-colorado-springs-co-106644.md)) | 106644 | Colorado Springs, CO | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Bullock Capital Alliance, Inc.](https://advisorcensus.com/firm/bullock-capital-alliance-inc-colorado-springs-co-121485) ([md](https://advisorcensus.com/firm/bullock-capital-alliance-inc-colorado-springs-co-121485.md)) | 121485 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 24 | % of assets |
| [Carriere Financial Planning LLC](https://advisorcensus.com/firm/carriere-financial-planning-llc-colorado-springs-co-315205) ([md](https://advisorcensus.com/firm/carriere-financial-planning-llc-colorado-springs-co-315205.md)) | 315205 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Coah Financial](https://advisorcensus.com/firm/coah-financial-colorado-springs-co-332283) ([md](https://advisorcensus.com/firm/coah-financial-colorado-springs-co-332283.md)) | 332283 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Cobalt Private Wealth LLC](https://advisorcensus.com/firm/cobalt-private-wealth-llc-colorado-springs-co-168453) ([md](https://advisorcensus.com/firm/cobalt-private-wealth-llc-colorado-springs-co-168453.md)) | 168453 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Cornerstone Financial Planning](https://advisorcensus.com/firm/cornerstone-financial-planning-colorado-springs-co-324007) ([md](https://advisorcensus.com/firm/cornerstone-financial-planning-colorado-springs-co-324007.md)) | 324007 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 3 | Fixed fee |
| [Harting Financial, LLC](https://advisorcensus.com/firm/harting-financial-llc-colorado-springs-co-338334) ([md](https://advisorcensus.com/firm/harting-financial-llc-colorado-springs-co-338334.md)) | 338334 | Colorado Springs, CO | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [King Financial Planning & Management, LLC](https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728) ([md](https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728.md)) | 148728 | Colorado Springs, CO | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [Matthews Advisors, LLC](https://advisorcensus.com/firm/matthews-advisors-llc-colorado-springs-co-114456) ([md](https://advisorcensus.com/firm/matthews-advisors-llc-colorado-springs-co-114456.md)) | 114456 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 25 | % of assets |
| [More Than Your Money, Inc.](https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058) ([md](https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058.md)) | 289058 | Colorado Springs, CO | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Peace of Mind Financial Planning, Inc](https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067) ([md](https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067.md)) | 289067 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | Hourly, Fixed fee |
| [Peak Investment Advisors, Inc.](https://advisorcensus.com/firm/peak-investment-advisors-inc-colorado-springs-co-113967) ([md](https://advisorcensus.com/firm/peak-investment-advisors-inc-colorado-springs-co-113967.md)) | 113967 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Ramsay Stattman Vela & Price Inc](https://advisorcensus.com/firm/ramsay-stattman-vela-and-price-inc-colorado-springs-co-105156) ([md](https://advisorcensus.com/firm/ramsay-stattman-vela-and-price-inc-colorado-springs-co-105156.md)) | 105156 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 50 | % of assets |
| [Targeted Wealth Solutions](https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131) ([md](https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131.md)) | 282131 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Truthpoint Financial, LLC](https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175) ([md](https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175.md)) | 312175 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Unity Wealth Strategies](https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777) ([md](https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777.md)) | 332777 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealth Logic, LLC](https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599) ([md](https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599.md)) | 129599 | Colorado Spring, CO | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Colorado Springs, CO?**
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.

**How many fee-only financial advisors are in Colorado Springs, CO?**
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.

**How many financial advisors in Colorado Springs, CO offer financial planning?**
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.

**Are the financial advisors in Colorado Springs, CO fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Fee-only financial advisors in Colorado Springs, CO: 18 firms from Form ADV filings as of October 2026.