# Flat-fee financial advisors in Denver, CO

> AdvisorCensus lists 254 investment advisory firms with a principal office in the Denver metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee

## At a glance

- Investment advisory firms: 254
- Registration: SEC-registered investment adviser: 147, State-registered investment adviser: 107
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 105 (41%); Percentage of assets 233 (92%); Hourly charges 145 (57%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 254 (100%); Commissions 6 (2%); Performance-based fees 15 (6%); Other 15 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 62 (24%); $25 million to $100 million 39 (15%); $100 million to $500 million 74 (29%); $500 million to $1 billion 30 (12%); $1 billion to $5 billion 22 (9%); Over $5 billion 11 (4%); Not reported 16 (6%)
- Years registered: Under 5 years 107 (42%); 5 to 9 years 61 (24%); 10 to 19 years 53 (21%); 20 years or more 33 (13%)

## Firms (page 1 of 6, 1 to 50 of 254, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [5280 Associates](https://advisorcensus.com/firm/5280-associates-denver-co-343955) ([md](https://advisorcensus.com/firm/5280-associates-denver-co-343955.md)) | 343955 | Denver, CO | SEC-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [5280 Capital](https://advisorcensus.com/firm/5280-capital-denver-co-167460) ([md](https://advisorcensus.com/firm/5280-capital-denver-co-167460.md)) | 167460 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [7TWO](https://advisorcensus.com/firm/7two-denver-co-328900) ([md](https://advisorcensus.com/firm/7two-denver-co-328900.md)) | 328900 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [A & I Wealth Management](https://advisorcensus.com/firm/a-and-i-wealth-management-lone-tree-co-148357) ([md](https://advisorcensus.com/firm/a-and-i-wealth-management-lone-tree-co-148357.md)) | 148357 | Lone Tree, CO | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee |
| [ACE Wealth Partners, LLC](https://advisorcensus.com/firm/ace-wealth-partners-llc-westminster-co-153595) ([md](https://advisorcensus.com/firm/ace-wealth-partners-llc-westminster-co-153595.md)) | 153595 | Westminster, CO | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Agemy Wealth Advisors, LLC](https://advisorcensus.com/firm/agemy-wealth-advisors-llc-denver-co-218512) ([md](https://advisorcensus.com/firm/agemy-wealth-advisors-llc-denver-co-218512.md)) | 218512 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Alignpoint Wealth](https://advisorcensus.com/firm/alignpoint-wealth-lakewood-co-297295) ([md](https://advisorcensus.com/firm/alignpoint-wealth-lakewood-co-297295.md)) | 297295 | Lakewood, CO | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Alpha Capital Family Office, LLC](https://advisorcensus.com/firm/alpha-capital-family-office-llc-greenwood-village-co-307521) ([md](https://advisorcensus.com/firm/alpha-capital-family-office-llc-greenwood-village-co-307521.md)) | 307521 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Alpha Capital Management Group LLC](https://advisorcensus.com/firm/alpha-capital-management-group-llc-denver-co-283624) ([md](https://advisorcensus.com/firm/alpha-capital-management-group-llc-denver-co-283624.md)) | 283624 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Alpine Crest Private Wealth LLC](https://advisorcensus.com/firm/alpine-crest-private-wealth-llc-denver-co-342012) ([md](https://advisorcensus.com/firm/alpine-crest-private-wealth-llc-denver-co-342012.md)) | 342012 | Denver, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Alps Advisors, Inc.](https://advisorcensus.com/firm/alps-advisors-inc-denver-co-134340) ([md](https://advisorcensus.com/firm/alps-advisors-inc-denver-co-134340.md)) | 134340 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Other |
| [Altius Financial, Inc.](https://advisorcensus.com/firm/altius-financial-inc-denver-co-113268) ([md](https://advisorcensus.com/firm/altius-financial-inc-denver-co-113268.md)) | 113268 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [APO Financial Services, LLC](https://advisorcensus.com/firm/apo-financial-services-llc-westminster-co-297647) ([md](https://advisorcensus.com/firm/apo-financial-services-llc-westminster-co-297647.md)) | 297647 | Westminster, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Ascentris](https://advisorcensus.com/firm/ascentris-denver-co-154814) ([md](https://advisorcensus.com/firm/ascentris-denver-co-154814.md)) | 154814 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee, Performance fee |
| [Aspen Leaf Wealth Management, PBC](https://advisorcensus.com/firm/aspen-leaf-wealth-management-pbc-golden-co-165676) ([md](https://advisorcensus.com/firm/aspen-leaf-wealth-management-pbc-golden-co-165676.md)) | 165676 | Golden, CO | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Aspen Wealth Strategies, LLC](https://advisorcensus.com/firm/aspen-wealth-strategies-llc-arvada-co-307424) ([md](https://advisorcensus.com/firm/aspen-wealth-strategies-llc-arvada-co-307424.md)) | 307424 | Arvada, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Asset Solutions, Inc.](https://advisorcensus.com/firm/asset-solutions-inc-littleton-co-113717) ([md](https://advisorcensus.com/firm/asset-solutions-inc-littleton-co-113717.md)) | 113717 | Littleton, CO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Aventus Wealth Management LLC](https://advisorcensus.com/firm/aventus-wealth-management-llc-centennial-co-338332) ([md](https://advisorcensus.com/firm/aventus-wealth-management-llc-centennial-co-338332.md)) | 338332 | Centennial, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Aviator Wealth Group](https://advisorcensus.com/firm/aviator-wealth-group-denver-co-331993) ([md](https://advisorcensus.com/firm/aviator-wealth-group-denver-co-331993.md)) | 331993 | Denver, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Basilic](https://advisorcensus.com/firm/basilic-denver-co-329731) ([md](https://advisorcensus.com/firm/basilic-denver-co-329731.md)) | 329731 | Denver, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Bason Asset Management](https://advisorcensus.com/firm/bason-asset-management-lakewood-co-165450) ([md](https://advisorcensus.com/firm/bason-asset-management-lakewood-co-165450.md)) | 165450 | Lakewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 10 | Fixed fee |
| [Bespoke Advisory](https://advisorcensus.com/firm/bespoke-advisory-evergreen-co-323909) ([md](https://advisorcensus.com/firm/bespoke-advisory-evergreen-co-323909.md)) | 323909 | Evergreen, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Bighorn Wealth Management](https://advisorcensus.com/firm/bighorn-wealth-management-thornton-co-149740) ([md](https://advisorcensus.com/firm/bighorn-wealth-management-thornton-co-149740.md)) | 149740 | Thornton, CO | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [Blue Heron Capital](https://advisorcensus.com/firm/blue-heron-capital-englewood-co-339475) ([md](https://advisorcensus.com/firm/blue-heron-capital-englewood-co-339475.md)) | 339475 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Blueprint Financial Services](https://advisorcensus.com/firm/blueprint-financial-services-arvada-co-301083) ([md](https://advisorcensus.com/firm/blueprint-financial-services-arvada-co-301083.md)) | 301083 | Arvada, CO | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [BOK Financial Private Wealth, Inc.](https://advisorcensus.com/firm/bok-financial-private-wealth-inc-denver-co-106733) ([md](https://advisorcensus.com/firm/bok-financial-private-wealth-inc-denver-co-106733.md)) | 106733 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Fixed fee |
| [Bolhan Wealth](https://advisorcensus.com/firm/bolhan-wealth-greenwood-village-co-341227) ([md](https://advisorcensus.com/firm/bolhan-wealth-greenwood-village-co-341227.md)) | 341227 | Greenwood Village, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Boulder Asset Management](https://advisorcensus.com/firm/boulder-asset-management-englewood-co-107636) ([md](https://advisorcensus.com/firm/boulder-asset-management-englewood-co-107636.md)) | 107636 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Fixed fee |
| [Bright Advisors](https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693) ([md](https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693.md)) | 338693 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Brightward Financial LLC](https://advisorcensus.com/firm/brightward-financial-llc-denver-co-341289) ([md](https://advisorcensus.com/firm/brightward-financial-llc-denver-co-341289.md)) | 341289 | Denver, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Bruce G. Allen Investments, LLC](https://advisorcensus.com/firm/bruce-g-allen-investments-llc-denver-co-287859) ([md](https://advisorcensus.com/firm/bruce-g-allen-investments-llc-denver-co-287859.md)) | 287859 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Buck Wealth Strategies, LLC](https://advisorcensus.com/firm/buck-wealth-strategies-llc-denver-co-322138) ([md](https://advisorcensus.com/firm/buck-wealth-strategies-llc-denver-co-322138.md)) | 322138 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [Butler Financial Services](https://advisorcensus.com/firm/butler-financial-services-denver-co-118244) ([md](https://advisorcensus.com/firm/butler-financial-services-denver-co-118244.md)) | 118244 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [BZ Wealth Advisors, LLC](https://advisorcensus.com/firm/bz-wealth-advisors-llc-littleton-co-335978) ([md](https://advisorcensus.com/firm/bz-wealth-advisors-llc-littleton-co-335978.md)) | 335978 | Littleton, CO | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Capital Asset Management, LLC](https://advisorcensus.com/firm/capital-asset-management-llc-denver-co-284505) ([md](https://advisorcensus.com/firm/capital-asset-management-llc-denver-co-284505.md)) | 284505 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Capital Investment Counsel, LLC](https://advisorcensus.com/firm/capital-investment-counsel-llc-denver-co-328472) ([md](https://advisorcensus.com/firm/capital-investment-counsel-llc-denver-co-328472.md)) | 328472 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Castle Rock Investment Company](https://advisorcensus.com/firm/castle-rock-investment-company-castle-rock-co-140299) ([md](https://advisorcensus.com/firm/castle-rock-investment-company-castle-rock-co-140299.md)) | 140299 | Castle Rock, CO | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Causey Wealth LLC](https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134) ([md](https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134.md)) | 331134 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Cayden Wealth Management](https://advisorcensus.com/firm/cayden-wealth-management-broomfield-co-301535) ([md](https://advisorcensus.com/firm/cayden-wealth-management-broomfield-co-301535.md)) | 301535 | Broomfield, CO | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [CDP Financial Group, LLC](https://advisorcensus.com/firm/cdp-financial-group-llc-littleton-co-155725) ([md](https://advisorcensus.com/firm/cdp-financial-group-llc-littleton-co-155725.md)) | 155725 | Littleton, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Cherry Creek Family Offices](https://advisorcensus.com/firm/cherry-creek-family-offices-denver-co-156310) ([md](https://advisorcensus.com/firm/cherry-creek-family-offices-denver-co-156310.md)) | 156310 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 15 | Fixed fee |
| [Cherry Creek Financial Planning](https://advisorcensus.com/firm/cherry-creek-financial-planning-greenwood-village-co-342857) ([md](https://advisorcensus.com/firm/cherry-creek-financial-planning-greenwood-village-co-342857.md)) | 342857 | Greenwood Village, CO | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [CIM](https://advisorcensus.com/firm/cim-castle-rock-co-283978) ([md](https://advisorcensus.com/firm/cim-castle-rock-co-283978.md)) | 283978 | Castle Rock, CO | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [Citiwest Capital Corporation](https://advisorcensus.com/firm/citiwest-capital-corporation-denver-co-113301) ([md](https://advisorcensus.com/firm/citiwest-capital-corporation-denver-co-113301.md)) | 113301 | Denver, CO | State-registered investment adviser | Not reported | 27 | Fixed fee |
| [Citrine & Gold LLC](https://advisorcensus.com/firm/citrine-and-gold-llc-denver-co-328183) ([md](https://advisorcensus.com/firm/citrine-and-gold-llc-denver-co-328183.md)) | 328183 | Denver, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Class VI Family Office, LLC](https://advisorcensus.com/firm/class-vi-family-office-llc-denver-co-285035) ([md](https://advisorcensus.com/firm/class-vi-family-office-llc-denver-co-285035.md)) | 285035 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Clear Creek Advisors](https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335) ([md](https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335.md)) | 288335 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Cohesion Wealth Management, LLC](https://advisorcensus.com/firm/cohesion-wealth-management-llc-broomfield-co-308980) ([md](https://advisorcensus.com/firm/cohesion-wealth-management-llc-broomfield-co-308980.md)) | 308980 | Broomfield, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Collier Financial, Inc](https://advisorcensus.com/firm/collier-financial-inc-denver-co-175207) ([md](https://advisorcensus.com/firm/collier-financial-inc-denver-co-175207.md)) | 175207 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Colorado Financial Service Corporation](https://advisorcensus.com/firm/colorado-financial-service-corporation-centennial-co-104343) ([md](https://advisorcensus.com/firm/colorado-financial-service-corporation-centennial-co-104343.md)) | 104343 | Centennial, CO | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/co/denver/flat-fee/page/2.md

## 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. Flat-fee financial advisors in Denver, CO: 254 firms from Form ADV filings as of October 2026.