# Fee-only financial advisors in Denver, CO

> 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, 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/denver/fee-only/page/2

## At a glance

- Investment advisory firms: 160
- Registration: SEC-registered investment adviser: 75, State-registered investment adviser: 85
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 160 (100%); Percentage of assets 147 (92%); Hourly charges 74 (46%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 105 (66%)
- Regulatory assets under management (Item 5.F): Under $25 million 46 (29%); $25 million to $100 million 34 (21%); $100 million to $500 million 51 (32%); $500 million to $1 billion 10 (6%); $1 billion to $5 billion 10 (6%); Not reported 9 (6%)
- Years registered: Under 5 years 73 (46%); 5 to 9 years 34 (21%); 10 to 19 years 29 (18%); 20 years or more 24 (15%)

## Firms (page 2 of 4, 51 to 100 of 160, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Gilpin Wealth Management LLC](https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336) ([md](https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336.md)) | 311336 | Golden, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Granderson Wealth Management Group Inc](https://advisorcensus.com/firm/granderson-wealth-management-group-inc-denver-co-135745) ([md](https://advisorcensus.com/firm/granderson-wealth-management-group-inc-denver-co-135745.md)) | 135745 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Haykin Wealth Management, Corp](https://advisorcensus.com/firm/haykin-wealth-management-corp-denver-co-309252) ([md](https://advisorcensus.com/firm/haykin-wealth-management-corp-denver-co-309252.md)) | 309252 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Hebert Advisory Services Inc](https://advisorcensus.com/firm/hebert-advisory-services-inc-littleton-co-106120) ([md](https://advisorcensus.com/firm/hebert-advisory-services-inc-littleton-co-106120.md)) | 106120 | Littleton, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Subscription |
| [Helm Investment Management, LLC](https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773) ([md](https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773.md)) | 141773 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly |
| [Highlands Asset Management, Inc.](https://advisorcensus.com/firm/highlands-asset-management-inc-highlands-ranch-co-126850) ([md](https://advisorcensus.com/firm/highlands-asset-management-inc-highlands-ranch-co-126850.md)) | 126850 | Highlands Ranch, CO | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Highpass Asset Management LLC](https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535) ([md](https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535.md)) | 159535 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Impactfolio LLC](https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716) ([md](https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716.md)) | 291716 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Infinium Investment Advisors, LLC](https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123) ([md](https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123.md)) | 149123 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Innovative Financial, LLC](https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469) ([md](https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469.md)) | 127469 | Lakewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Innovest Portfolio Solutions LLC](https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110) ([md](https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110.md)) | 106110 | Denver, CO | SEC-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Integrated Wealth Strategies](https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632) ([md](https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632.md)) | 342632 | Lone Tree, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Integrity Wealth Solutions LLC](https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862) ([md](https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862.md)) | 284862 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Investment & Tax Strategies, Inc.](https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717) ([md](https://advisorcensus.com/firm/investment-and-tax-strategies-inc-parker-co-157717.md)) | 157717 | Parker, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Ironfjord Wealth Management](https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955) ([md](https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955.md)) | 333955 | Lakewood, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [J.F. Williams Co., Inc.](https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569) ([md](https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569.md)) | 113569 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Jackson Creek Investment Advisors LLC](https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116) ([md](https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116.md)) | 309116 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Jackson Wealth Management, LLC](https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496) ([md](https://advisorcensus.com/firm/jackson-wealth-management-llc-castle-rock-co-310496.md)) | 310496 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [James Morgan Asset Management, LLC](https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154) ([md](https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154.md)) | 282154 | Broomfield, CO | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [JFG Family Office](https://advisorcensus.com/firm/jfg-family-office-denver-co-125101) ([md](https://advisorcensus.com/firm/jfg-family-office-denver-co-125101.md)) | 125101 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [JHP Wealth Management, LLC](https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784) ([md](https://advisorcensus.com/firm/jhp-wealth-management-llc-centennial-co-298784.md)) | 298784 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [JPL Wealth Management, LLC](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474) ([md](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474.md)) | 328474 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Keen Capital, LLC](https://advisorcensus.com/firm/keen-capital-llc-westminster-co-283597) ([md](https://advisorcensus.com/firm/keen-capital-llc-westminster-co-283597.md)) | 283597 | Westminster, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Kelly Intelligence](https://advisorcensus.com/firm/kelly-intelligence-denver-co-315259) ([md](https://advisorcensus.com/firm/kelly-intelligence-denver-co-315259.md)) | 315259 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Keystone Global Partners LLC](https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147) ([md](https://advisorcensus.com/firm/keystone-global-partners-llc-denver-co-153147.md)) | 153147 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Kickstart Financial Planning LLC](https://advisorcensus.com/firm/kickstart-financial-planning-llc-parker-co-339922) ([md](https://advisorcensus.com/firm/kickstart-financial-planning-llc-parker-co-339922.md)) | 339922 | Parker, CO | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Kindred Financial LLC](https://advisorcensus.com/firm/kindred-financial-llc-lakewood-co-324932) ([md](https://advisorcensus.com/firm/kindred-financial-llc-lakewood-co-324932.md)) | 324932 | Lakewood, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Krivacs Capital Management, LLC](https://advisorcensus.com/firm/krivacs-capital-management-llc-denver-co-131835) ([md](https://advisorcensus.com/firm/krivacs-capital-management-llc-denver-co-131835.md)) | 131835 | Denver, CO | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly |
| [Lampe Financial Group LLC](https://advisorcensus.com/firm/lampe-financial-group-llc-denver-co-328129) ([md](https://advisorcensus.com/firm/lampe-financial-group-llc-denver-co-328129.md)) | 328129 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Lariat Wealth Management](https://advisorcensus.com/firm/lariat-wealth-management-denver-co-313820) ([md](https://advisorcensus.com/firm/lariat-wealth-management-denver-co-313820.md)) | 313820 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Legionce Investment Advisors, Inc.](https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472) ([md](https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472.md)) | 112472 | Englewood, CO | State-registered investment adviser | Under $25 million | 27 | % of assets, Fixed fee |
| [Lift Asset Management](https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481) ([md](https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481.md)) | 332481 | Englewood, CO | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [Louis Henry Wealth Management LLC](https://advisorcensus.com/firm/louis-henry-wealth-management-llc-denver-co-324416) ([md](https://advisorcensus.com/firm/louis-henry-wealth-management-llc-denver-co-324416.md)) | 324416 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Loyd Financial Management Inc.](https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236) ([md](https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236.md)) | 112236 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [M.Z. Kark & Associates, Inc](https://advisorcensus.com/firm/m-z-kark-and-associates-inc-denver-co-106627) ([md](https://advisorcensus.com/firm/m-z-kark-and-associates-inc-denver-co-106627.md)) | 106627 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 41 | % of assets, Fixed fee |
| [Margin](https://advisorcensus.com/firm/margin-denver-co-290094) ([md](https://advisorcensus.com/firm/margin-denver-co-290094.md)) | 290094 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Mattern Capital Management, LLC](https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342) ([md](https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342.md)) | 299342 | Lakewood, CO | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Merels Capital](https://advisorcensus.com/firm/merels-capital-westminster-co-339181) ([md](https://advisorcensus.com/firm/merels-capital-westminster-co-339181.md)) | 339181 | Westminster, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Meritor Capital](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102) ([md](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102.md)) | 313102 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Michaud Capital Management LLC](https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828) ([md](https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828.md)) | 159828 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Fixed fee |
| [Millennial Wealth Management, LLC](https://advisorcensus.com/firm/millennial-wealth-management-llc-broomfield-co-284746) ([md](https://advisorcensus.com/firm/millennial-wealth-management-llc-broomfield-co-284746.md)) | 284746 | Broomfield, CO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Mogle Financial Solutions](https://advisorcensus.com/firm/mogle-financial-solutions-littleton-co-340632) ([md](https://advisorcensus.com/firm/mogle-financial-solutions-littleton-co-340632.md)) | 340632 | Littleton, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Moneycafe Advisors, LLC](https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121) ([md](https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121.md)) | 150121 | Denver, CO | State-registered investment adviser | Under $25 million | 16 | Hourly, Fixed fee |
| [Moore, Dorothea Jane](https://advisorcensus.com/firm/moore-dorothea-jane-centennial-co-122248) ([md](https://advisorcensus.com/firm/moore-dorothea-jane-centennial-co-122248.md)) | 122248 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Mountain Capital Investment Advisors Inc](https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660) ([md](https://advisorcensus.com/firm/mountain-capital-investment-advisors-inc-westminster-co-156660.md)) | 156660 | Westminster, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [New West Investment Management, Inc.](https://advisorcensus.com/firm/new-west-investment-management-inc-broomfield-co-117872) ([md](https://advisorcensus.com/firm/new-west-investment-management-inc-broomfield-co-117872.md)) | 117872 | Broomfield, CO | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Noble Wealth Partners](https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396) ([md](https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396.md)) | 298396 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Oatley & Diak, LLC.](https://advisorcensus.com/firm/oatley-and-diak-llc-parker-co-123589) ([md](https://advisorcensus.com/firm/oatley-and-diak-llc-parker-co-123589.md)) | 123589 | Parker, CO | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [One Brick Planning & Consulting, LLC](https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047) ([md](https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047.md)) | 277047 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Owl Creek Wealth Partners](https://advisorcensus.com/firm/owl-creek-wealth-partners-greenwood-village-co-331850) ([md](https://advisorcensus.com/firm/owl-creek-wealth-partners-greenwood-village-co-331850.md)) | 331850 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |

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## Questions people ask

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

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

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

**Are the financial advisors in Denver, 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 160 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 Denver, CO: 160 firms from Form ADV filings as of October 2026.