# Fee-only financial advisors in Denver, CO

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/denver/fee-only/page/3

## 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 3 of 4, 101 to 150 of 160, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [P.A. Schopen & Associates, LLC](https://advisorcensus.com/firm/p-a-schopen-and-associates-llc-golden-co-290581) ([md](https://advisorcensus.com/firm/p-a-schopen-and-associates-llc-golden-co-290581.md)) | 290581 | Golden, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Paller Financial Services, Inc.](https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531) ([md](https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531.md)) | 161531 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Paragon Capital Management](https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147) ([md](https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147.md)) | 105147 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Fixed fee |
| [Peak Financial Advisors](https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207) ([md](https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207.md)) | 115207 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Fixed fee |
| [Peak Financial Management, Inc.](https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223) ([md](https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223.md)) | 281223 | Broomfield, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Pine Cone Capital](https://advisorcensus.com/firm/pine-cone-capital-centennial-co-129387) ([md](https://advisorcensus.com/firm/pine-cone-capital-centennial-co-129387.md)) | 129387 | Centennial, CO | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly |
| [Pivot Planning, LLC](https://advisorcensus.com/firm/pivot-planning-llc-centennial-co-340094) ([md](https://advisorcensus.com/firm/pivot-planning-llc-centennial-co-340094.md)) | 340094 | Centennial, CO | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Polaris Wealth Partners](https://advisorcensus.com/firm/polaris-wealth-partners-denver-co-331678) ([md](https://advisorcensus.com/firm/polaris-wealth-partners-denver-co-331678.md)) | 331678 | Denver, CO | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Presidio Advisors, LLC](https://advisorcensus.com/firm/presidio-advisors-llc-denver-co-328699) ([md](https://advisorcensus.com/firm/presidio-advisors-llc-denver-co-328699.md)) | 328699 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 2 | Fixed fee |
| [Profiscal Wealth LLC](https://advisorcensus.com/firm/profiscal-wealth-llc-highlands-ranch-co-339719) ([md](https://advisorcensus.com/firm/profiscal-wealth-llc-highlands-ranch-co-339719.md)) | 339719 | Highlands Ranch, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Q2 Financial](https://advisorcensus.com/firm/q2-financial-eastlake-co-340519) ([md](https://advisorcensus.com/firm/q2-financial-eastlake-co-340519.md)) | 340519 | Eastlake, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Red Meadow Advisors, LLC](https://advisorcensus.com/firm/red-meadow-advisors-llc-littleton-co-154627) ([md](https://advisorcensus.com/firm/red-meadow-advisors-llc-littleton-co-154627.md)) | 154627 | Littleton, CO | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Regista Financial Strategies, LLC](https://advisorcensus.com/firm/regista-financial-strategies-llc-denver-co-326555) ([md](https://advisorcensus.com/firm/regista-financial-strategies-llc-denver-co-326555.md)) | 326555 | Denver, CO | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Ridgeline Public Advisors, LLC](https://advisorcensus.com/firm/ridgeline-public-advisors-llc-lakewood-co-336491) ([md](https://advisorcensus.com/firm/ridgeline-public-advisors-llc-lakewood-co-336491.md)) | 336491 | Lakewood, CO | State-registered investment adviser | Not reported | 1 | % of assets |
| [Root & Web Community Financial LLC](https://advisorcensus.com/firm/root-and-web-community-financial-llc-denver-co-342585) ([md](https://advisorcensus.com/firm/root-and-web-community-financial-llc-denver-co-342585.md)) | 342585 | Denver, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Salus Financial Advisors](https://advisorcensus.com/firm/salus-financial-advisors-denver-co-329882) ([md](https://advisorcensus.com/firm/salus-financial-advisors-denver-co-329882.md)) | 329882 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Schaefer Financial Management, Inc.](https://advisorcensus.com/firm/schaefer-financial-management-inc-centennial-co-110110) ([md](https://advisorcensus.com/firm/schaefer-financial-management-inc-centennial-co-110110.md)) | 110110 | Centennial, CO | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Seaque Wealth Management Inc](https://advisorcensus.com/firm/seaque-wealth-management-inc-denver-co-164220) ([md](https://advisorcensus.com/firm/seaque-wealth-management-inc-denver-co-164220.md)) | 164220 | Denver, CO | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Seed Money Consulting](https://advisorcensus.com/firm/seed-money-consulting-greenwood-village-co-306209) ([md](https://advisorcensus.com/firm/seed-money-consulting-greenwood-village-co-306209.md)) | 306209 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Sharkey Howes & Javer Inc](https://advisorcensus.com/firm/sharkey-howes-and-javer-inc-denver-co-106050) ([md](https://advisorcensus.com/firm/sharkey-howes-and-javer-inc-denver-co-106050.md)) | 106050 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets, Hourly, Fixed fee |
| [Shearwater Capital](https://advisorcensus.com/firm/shearwater-capital-denver-co-115399) ([md](https://advisorcensus.com/firm/shearwater-capital-denver-co-115399.md)) | 115399 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Simpliphi Capital](https://advisorcensus.com/firm/simpliphi-capital-denver-co-341593) ([md](https://advisorcensus.com/firm/simpliphi-capital-denver-co-341593.md)) | 341593 | Denver, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Simply Steward](https://advisorcensus.com/firm/simply-steward-centennial-co-287771) ([md](https://advisorcensus.com/firm/simply-steward-centennial-co-287771.md)) | 287771 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Situsamc Risk Advisors, LLC](https://advisorcensus.com/firm/situsamc-risk-advisors-llc-denver-co-285555) ([md](https://advisorcensus.com/firm/situsamc-risk-advisors-llc-denver-co-285555.md)) | 285555 | Denver, CO | State-registered investment adviser | Not reported | 9 | Fixed fee |
| [Skyrise Financial](https://advisorcensus.com/firm/skyrise-financial-castle-rock-co-340203) ([md](https://advisorcensus.com/firm/skyrise-financial-castle-rock-co-340203.md)) | 340203 | Castle Rock, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Someday Advisors](https://advisorcensus.com/firm/someday-advisors-denver-co-314615) ([md](https://advisorcensus.com/firm/someday-advisors-denver-co-314615.md)) | 314615 | Denver, CO | State-registered investment adviser | Under $25 million | 2 | Hourly, Fixed fee |
| [Sorensen Financial Management](https://advisorcensus.com/firm/sorensen-financial-management-denver-co-113297) ([md](https://advisorcensus.com/firm/sorensen-financial-management-denver-co-113297.md)) | 113297 | Denver, CO | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Sprinkle Financial Consultants LLC](https://advisorcensus.com/firm/sprinkle-financial-consultants-llc-littleton-co-112227) ([md](https://advisorcensus.com/firm/sprinkle-financial-consultants-llc-littleton-co-112227.md)) | 112227 | Littleton, CO | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Hourly, Fixed fee |
| [Steele Street Private Wealth Management](https://advisorcensus.com/firm/steele-street-private-wealth-management-denver-co-299856) ([md](https://advisorcensus.com/firm/steele-street-private-wealth-management-denver-co-299856.md)) | 299856 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Stone Creek Group, LLC](https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512) ([md](https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512.md)) | 182512 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Stordahl Capital Management, Inc.](https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916) ([md](https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916.md)) | 287916 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly |
| [Sugden Wealth Management, LLC](https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766) ([md](https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766.md)) | 165766 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Summit Hill Wealth Management, LLC](https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740) ([md](https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740.md)) | 296740 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Tailored Tax and Wealth](https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265) ([md](https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265.md)) | 337265 | Parker, CO | State-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Ten Talents Financial Planning LLC](https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195) ([md](https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195.md)) | 297195 | Parker, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [The Horst Group, LLC](https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135) ([md](https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135.md)) | 321135 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [The Western Wealth Group, Inc.](https://advisorcensus.com/firm/the-western-wealth-group-inc-greenwood-village-co-152011) ([md](https://advisorcensus.com/firm/the-western-wealth-group-inc-greenwood-village-co-152011.md)) | 152011 | Greenwood Village, CO | State-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Third Day Capital Management, LLC](https://advisorcensus.com/firm/third-day-capital-management-llc-denver-co-148121) ([md](https://advisorcensus.com/firm/third-day-capital-management-llc-denver-co-148121.md)) | 148121 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Three Peaks Capital Management, LLC](https://advisorcensus.com/firm/three-peaks-capital-management-llc-castle-rock-co-127402) ([md](https://advisorcensus.com/firm/three-peaks-capital-management-llc-castle-rock-co-127402.md)) | 127402 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Tillman Hartley LLC](https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479) ([md](https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479.md)) | 109479 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Fixed fee |
| [True Riches Financial Planning](https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004) ([md](https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004.md)) | 333004 | Denver, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Truevector Wealth Advisors](https://advisorcensus.com/firm/truevector-wealth-advisors-parker-co-339522) ([md](https://advisorcensus.com/firm/truevector-wealth-advisors-parker-co-339522.md)) | 339522 | Parker, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [UX Wealth Partners LLC](https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983) ([md](https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983.md)) | 308983 | Centennial, CO | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Vanguard Capital](https://advisorcensus.com/firm/vanguard-capital-denver-co-285052) ([md](https://advisorcensus.com/firm/vanguard-capital-denver-co-285052.md)) | 285052 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Ventana Private Wealth LLC](https://advisorcensus.com/firm/ventana-private-wealth-llc-denver-co-311878) ([md](https://advisorcensus.com/firm/ventana-private-wealth-llc-denver-co-311878.md)) | 311878 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Visionary Planning & Investment, LLC](https://advisorcensus.com/firm/visionary-planning-and-investment-llc-aurora-co-287739) ([md](https://advisorcensus.com/firm/visionary-planning-and-investment-llc-aurora-co-287739.md)) | 287739 | Aurora, CO | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [VSI Capital Group](https://advisorcensus.com/firm/vsi-capital-group-foxfield-co-334566) ([md](https://advisorcensus.com/firm/vsi-capital-group-foxfield-co-334566.md)) | 334566 | Foxfield, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Wakefield Asset Management, LLLP](https://advisorcensus.com/firm/wakefield-asset-management-lllp-englewood-co-143720) ([md](https://advisorcensus.com/firm/wakefield-asset-management-lllp-englewood-co-143720.md)) | 143720 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Fixed fee |
| [Wakefield Wealth Management, LLLP](https://advisorcensus.com/firm/wakefield-wealth-management-lllp-englewood-co-173997) ([md](https://advisorcensus.com/firm/wakefield-wealth-management-lllp-englewood-co-173997.md)) | 173997 | Englewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [Wealth Engineers, LLC](https://advisorcensus.com/firm/wealth-engineers-llc-denver-co-168578) ([md](https://advisorcensus.com/firm/wealth-engineers-llc-denver-co-168578.md)) | 168578 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, 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.

## Related pages

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- [Financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver) (https://advisorcensus.com/advisors/co/denver.md)
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Cite as: AdvisorCensus. Fee-only financial advisors in Denver, CO: 160 firms from Form ADV filings as of October 2026.