{
  "path": "/advisors/co/denver/fee-only",
  "url": "https://advisorcensus.com/advisors/co/denver/fee-only/page/2",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in Denver, CO",
  "filters": {},
  "scope_total": 160,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Denver, CO?",
      "a": "AdvisorCensus lists 697 investment advisory firms with a principal office in the Denver metro area, from Form ADV filings as of October 2026: 269 SEC-registered, 158 state-registered, and 270 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 Denver, CO?",
      "a": "160 of the 697 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 Denver, CO offer financial planning?",
      "a": "284 of the 427 firms in Denver, 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 Denver, 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 160 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": "Find financial advisors in Denver, CO who are paid only by client fees. AdvisorCensus lists 160 investment advisory firms with a principal office in the Denver 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "about_market": "Denver has 697 investment advisory firms with a principal office in the metro area as of October 2026: 269 SEC-registered, 158 state-registered, and 270 exempt reporting advisers. 160 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 152 report under $100 million in regulatory assets under management. The metro area has 1,221,636 households, 246,723 of them with income of $200,000 or more, or 354 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in Denver, CO: 160 firms from Form ADV filings as of October 2026.",
  "total_firms": 160,
  "page": 2,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 75,
    "state": 85,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 160
    },
    {
      "code": "percentage_of_aum",
      "count": 147
    },
    {
      "code": "hourly",
      "count": 74
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 105
    },
    {
      "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": 73
    },
    {
      "code": "5_to_9",
      "count": 34
    },
    {
      "code": "10_to_19",
      "count": 29
    },
    {
      "code": "20_plus",
      "count": 24
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 46
    },
    {
      "code": "25m_100m",
      "count": 34
    },
    {
      "code": "100m_500m",
      "count": 51
    },
    {
      "code": "500m_1b",
      "count": 10
    },
    {
      "code": "1b_5b",
      "count": 10
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 311336,
      "name": "Gilpin Wealth Management LLC",
      "name_as_filed": "GILPIN WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336",
      "city": "Golden",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135745,
      "name": "Granderson Wealth Management Group Inc",
      "name_as_filed": "GRANDERSON WEALTH MANAGEMENT GROUP INC",
      "url": "https://advisorcensus.com/firm/granderson-wealth-management-group-inc-denver-co-135745",
      "city": "Denver",
      "state": "CO",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309252,
      "name": "Haykin Wealth Management, Corp",
      "name_as_filed": "HAYKIN WEALTH MANAGEMENT, CORP",
      "url": "https://advisorcensus.com/firm/haykin-wealth-management-corp-denver-co-309252",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106120,
      "name": "Hebert Advisory Services Inc",
      "name_as_filed": "HEBERT ADVISORY SERVICES INC",
      "url": "https://advisorcensus.com/firm/hebert-advisory-services-inc-littleton-co-106120",
      "city": "Littleton",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141773,
      "name": "Helm Investment Management, LLC",
      "name_as_filed": "HELM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773",
      "city": "Denver",
      "state": "CO",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126850,
      "name": "Highlands Asset Management, Inc.",
      "name_as_filed": "HIGHLANDS ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/highlands-asset-management-inc-highlands-ranch-co-126850",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159535,
      "name": "Highpass Asset Management LLC",
      "name_as_filed": "HIGHPASS ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291716,
      "name": "Impactfolio LLC",
      "name_as_filed": "IMPACTFOLIO LLC",
      "url": "https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149123,
      "name": "Infinium Investment Advisors, LLC",
      "name_as_filed": "INFINIUM INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127469,
      "name": "Innovative Financial, LLC",
      "name_as_filed": "INNOVATIVE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106110,
      "name": "Innovest Portfolio Solutions LLC",
      "name_as_filed": "INNOVEST PORTFOLIO SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110",
      "city": "Denver",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342632,
      "name": "Integrated Wealth Strategies",
      "name_as_filed": "INTEGRATED WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632",
      "city": "Lone Tree",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284862,
      "name": "Integrity Wealth Solutions LLC",
      "name_as_filed": "INTEGRITY WEALTH SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157717,
      "name": "Investment & Tax Strategies, Inc.",
      "name_as_filed": "INVESTMENT & TAX STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717",
      "city": "Parker",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333955,
      "name": "Ironfjord Wealth Management",
      "name_as_filed": "IRONFJORD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113569,
      "name": "J.F. Williams Co., Inc.",
      "name_as_filed": "J.F. WILLIAMS CO., INC.",
      "url": "https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309116,
      "name": "Jackson Creek Investment Advisors LLC",
      "name_as_filed": "JACKSON CREEK INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310496,
      "name": "Jackson Wealth Management, LLC",
      "name_as_filed": "JACKSON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496",
      "city": "Castle Rock",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282154,
      "name": "James Morgan Asset Management, LLC",
      "name_as_filed": "JAMES MORGAN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125101,
      "name": "JFG Family Office",
      "name_as_filed": "JFG FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/jfg-family-office-denver-co-125101",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298784,
      "name": "JHP Wealth Management, LLC",
      "name_as_filed": "JHP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328474,
      "name": "JPL Wealth Management, LLC",
      "name_as_filed": "JPL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283597,
      "name": "Keen Capital, LLC",
      "name_as_filed": "KEEN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/keen-capital-llc-westminster-co-283597",
      "city": "Westminster",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315259,
      "name": "Kelly Intelligence",
      "name_as_filed": "KELLY INTELLIGENCE",
      "url": "https://advisorcensus.com/firm/kelly-intelligence-denver-co-315259",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153147,
      "name": "Keystone Global Partners LLC",
      "name_as_filed": "KEYSTONE GLOBAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339922,
      "name": "Kickstart Financial Planning LLC",
      "name_as_filed": "KICKSTART FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/kickstart-financial-planning-llc-parker-co-339922",
      "city": "Parker",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324932,
      "name": "Kindred Financial LLC",
      "name_as_filed": "KINDRED FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/kindred-financial-llc-lakewood-co-324932",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131835,
      "name": "Krivacs Capital Management, LLC",
      "name_as_filed": "KRIVACS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/krivacs-capital-management-llc-denver-co-131835",
      "city": "Denver",
      "state": "CO",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328129,
      "name": "Lampe Financial Group LLC",
      "name_as_filed": "LAMPE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/lampe-financial-group-llc-denver-co-328129",
      "city": "Denver",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313820,
      "name": "Lariat Wealth Management",
      "name_as_filed": "LARIAT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lariat-wealth-management-denver-co-313820",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112472,
      "name": "Legionce Investment Advisors, Inc.",
      "name_as_filed": "LEGIONCE INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332481,
      "name": "Lift Asset Management",
      "name_as_filed": "LIFT ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324416,
      "name": "Louis Henry Wealth Management LLC",
      "name_as_filed": "LOUIS HENRY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/louis-henry-wealth-management-llc-denver-co-324416",
      "city": "Denver",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112236,
      "name": "Loyd Financial Management Inc.",
      "name_as_filed": "LOYD FINANCIAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106627,
      "name": "M.Z. Kark & Associates, Inc",
      "name_as_filed": "M.Z. KARK & ASSOCIATES, INC",
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        "label": "Financial advisors for cryptocurrency holders in Denver, CO"
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  },
  "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"
  }
}
