# Financial advisors for charitable organizations in Colorado Springs, CO

> AdvisorCensus lists 23 investment advisory firms with a principal office in the Colorado Springs metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

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

## At a glance

- Investment advisory firms: 23
- Registration: SEC-registered investment adviser: 17, State-registered investment adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 7 (30%); Percentage of assets 21 (91%); Hourly charges 14 (61%); Fixed fees 17 (74%); Commissions 1 (4%); Performance-based fees 1 (4%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (17%); $100 million to $500 million 9 (39%); $500 million to $1 billion 5 (22%); $1 billion to $5 billion 3 (13%); Not reported 2 (9%)
- Years registered: Under 5 years 8 (35%); 5 to 9 years 6 (26%); 10 to 19 years 1 (4%); 20 years or more 8 (35%)

## Firms (page 1 of 1, 1 to 23 of 23, 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 |
| [Advanced Wealth Advice](https://advisorcensus.com/firm/advanced-wealth-advice-monument-co-340145) ([md](https://advisorcensus.com/firm/advanced-wealth-advice-monument-co-340145.md)) | 340145 | Monument, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Advisors Asset Management, Inc.](https://advisorcensus.com/firm/advisors-asset-management-inc-monument-co-46727) ([md](https://advisorcensus.com/firm/advisors-asset-management-inc-monument-co-46727.md)) | 46727 | Monument, CO | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets |
| [Altus Wealth Group, LLC](https://advisorcensus.com/firm/altus-wealth-group-llc-colorado-springs-co-287848) ([md](https://advisorcensus.com/firm/altus-wealth-group-llc-colorado-springs-co-287848.md)) | 287848 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Bauer Wealth Management Inc.](https://advisorcensus.com/firm/bauer-wealth-management-inc-colorado-springs-co-152977) ([md](https://advisorcensus.com/firm/bauer-wealth-management-inc-colorado-springs-co-152977.md)) | 152977 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Bonfire Financial, LLC](https://advisorcensus.com/firm/bonfire-financial-llc-colorado-springs-co-288522) ([md](https://advisorcensus.com/firm/bonfire-financial-llc-colorado-springs-co-288522.md)) | 288522 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, 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 |
| [Cascade Investment Group, Inc.](https://advisorcensus.com/firm/cascade-investment-group-inc-colorado-springs-co-35844) ([md](https://advisorcensus.com/firm/cascade-investment-group-inc-colorado-springs-co-35844.md)) | 35844 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly |
| [Corundum Group, Inc.](https://advisorcensus.com/firm/corundum-group-inc-colorado-springs-co-106490) ([md](https://advisorcensus.com/firm/corundum-group-inc-colorado-springs-co-106490.md)) | 106490 | Colorado Springs, CO | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee, Performance fee |
| [Envoy Advisory Inc.](https://advisorcensus.com/firm/envoy-advisory-inc-colorado-springs-co-306559) ([md](https://advisorcensus.com/firm/envoy-advisory-inc-colorado-springs-co-306559.md)) | 306559 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Everoak Wealth Co](https://advisorcensus.com/firm/everoak-wealth-co-colorado-springs-co-344190) ([md](https://advisorcensus.com/firm/everoak-wealth-co-colorado-springs-co-344190.md)) | 344190 | Colorado Springs, CO | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Exceptional Wealth & Family Office](https://advisorcensus.com/firm/exceptional-wealth-and-family-office-colorado-springs-co-340444) ([md](https://advisorcensus.com/firm/exceptional-wealth-and-family-office-colorado-springs-co-340444.md)) | 340444 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [First Affirmative Financial Network LLC](https://advisorcensus.com/firm/first-affirmative-financial-network-llc-colorado-springs-co-109036) ([md](https://advisorcensus.com/firm/first-affirmative-financial-network-llc-colorado-springs-co-109036.md)) | 109036 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Intentional Wealth Strategies](https://advisorcensus.com/firm/intentional-wealth-strategies-colorado-springs-co-327743) ([md](https://advisorcensus.com/firm/intentional-wealth-strategies-colorado-springs-co-327743.md)) | 327743 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Intergy Private Wealth, LLC](https://advisorcensus.com/firm/intergy-private-wealth-llc-colorado-springs-co-315698) ([md](https://advisorcensus.com/firm/intergy-private-wealth-llc-colorado-springs-co-315698.md)) | 315698 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [J D Atkinson](https://advisorcensus.com/firm/j-d-atkinson-colorado-springs-co-331483) ([md](https://advisorcensus.com/firm/j-d-atkinson-colorado-springs-co-331483.md)) | 331483 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [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 |
| [Petra Financial Advisors Inc](https://advisorcensus.com/firm/petra-financial-advisors-inc-colorado-springs-co-107196) ([md](https://advisorcensus.com/firm/petra-financial-advisors-inc-colorado-springs-co-107196.md)) | 107196 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [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 |
| [Sela Capital Group LLC](https://advisorcensus.com/firm/sela-capital-group-llc-colorado-springs-co-109251) ([md](https://advisorcensus.com/firm/sela-capital-group-llc-colorado-springs-co-109251.md)) | 109251 | Colorado Springs, CO | State-registered investment adviser | Not reported | 5 | % of assets, Fixed fee, Commissions |
| [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

**Which financial advisors in Colorado Springs, CO work with charitable organizations?**
23 investment advisory firms with a principal office in the Colorado Springs metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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. Financial advisors for charitable organizations in Colorado Springs, CO: 23 firms from Form ADV filings as of October 2026.