{
  "path": "/advisors/co/denver/flat-fee",
  "url": "https://advisorcensus.com/advisors/co/denver/flat-fee/page/4",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Denver, CO",
  "filters": {},
  "scope_total": 254,
  "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": "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.",
  "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. Flat-fee financial advisors in Denver, CO: 254 firms from Form ADV filings as of October 2026.",
  "total_firms": 254,
  "page": 4,
  "total_pages": 6,
  "sort": "name",
  "registration_types": {
    "sec": 147,
    "state": 107,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 105
    },
    {
      "code": "percentage_of_aum",
      "count": 233
    },
    {
      "code": "hourly",
      "count": 145
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 254
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 15
    },
    {
      "code": "other",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 107
    },
    {
      "code": "5_to_9",
      "count": 61
    },
    {
      "code": "10_to_19",
      "count": 53
    },
    {
      "code": "20_plus",
      "count": 33
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 62
    },
    {
      "code": "25m_100m",
      "count": 39
    },
    {
      "code": "100m_500m",
      "count": 74
    },
    {
      "code": "500m_1b",
      "count": 30
    },
    {
      "code": "1b_5b",
      "count": 22
    },
    {
      "code": "over_5b",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "firms": [
    {
      "crd_number": 322607,
      "name": "Noble Wealth Management P.B.C.",
      "name_as_filed": "NOBLE WEALTH MANAGEMENT P.B.C.",
      "url": "https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298396,
      "name": "Noble Wealth Partners",
      "name_as_filed": "NOBLE WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142315,
      "name": "Normandy Capital Management, LLC",
      "name_as_filed": "NORMANDY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/normandy-capital-management-llc-lakewood-co-142315",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288019,
      "name": "Oak Street Investments",
      "name_as_filed": "OAK STREET INVESTMENTS",
      "url": "https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277047,
      "name": "One Brick Planning & Consulting, LLC",
      "name_as_filed": "ONE BRICK PLANNING & CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331850,
      "name": "Owl Creek Wealth Partners",
      "name_as_filed": "OWL CREEK WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/owl-creek-wealth-partners-greenwood-village-co-331850",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161531,
      "name": "Paller Financial Services, Inc.",
      "name_as_filed": "PALLER FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324199,
      "name": "Panorama Wealth Advisors",
      "name_as_filed": "PANORAMA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/panorama-wealth-advisors-greenwood-village-co-324199",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105147,
      "name": "Paragon Capital Management",
      "name_as_filed": "PARAGON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147",
      "city": "Denver",
      "state": "CO",
      "years_registered": 36,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288537,
      "name": "Paramount Associates Wealth Management",
      "name_as_filed": "PARAMOUNT ASSOCIATES WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paramount-associates-wealth-management-greenwood-village-co-288537",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160275,
      "name": "Parsonex Advisory Services, Inc.",
      "name_as_filed": "PARSONEX ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141488,
      "name": "Peak Capital Management, LLC",
      "name_as_filed": "PEAK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peak-capital-management-llc-greenwood-village-co-141488",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115207,
      "name": "Peak Financial Advisors",
      "name_as_filed": "PEAK FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207",
      "city": "Denver",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305485,
      "name": "Peak Financial Guidance LLC",
      "name_as_filed": "PEAK FINANCIAL GUIDANCE LLC",
      "url": "https://advisorcensus.com/firm/peak-financial-guidance-llc-greenwood-village-co-305485",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281223,
      "name": "Peak Financial Management, Inc.",
      "name_as_filed": "PEAK FINANCIAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289891,
      "name": "Peak Planning Group, LLC",
      "name_as_filed": "PEAK PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343191,
      "name": "Perla Wealth LLC",
      "name_as_filed": "PERLA WEALTH LLC",
      "url": "https://advisorcensus.com/firm/perla-wealth-llc-denver-co-343191",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157135,
      "name": "Premier Wealth Solutions, LLC",
      "name_as_filed": "PREMIER WEALTH SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/premier-wealth-solutions-llc-lakewood-co-157135",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328699,
      "name": "Presidio Advisors, LLC",
      "name_as_filed": "PRESIDIO ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/presidio-advisors-llc-denver-co-328699",
      "city": "Denver",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309653,
      "name": "Primark Advisors, LLC",
      "name_as_filed": "PRIMARK ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/primark-advisors-llc-denver-co-309653",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172613,
      "name": "Private Client Wealth Advisors, LLC",
      "name_as_filed": "PRIVATE CLIENT WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/private-client-wealth-advisors-llc-denver-co-172613",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339719,
      "name": "Profiscal Wealth LLC",
      "name_as_filed": "PROFISCAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/profiscal-wealth-llc-highlands-ranch-co-339719",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329724,
      "name": "Proper Money Management LLC",
      "name_as_filed": "PROPER MONEY MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/proper-money-management-llc-arvada-co-329724",
      "city": "Arvada",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335298,
      "name": "Protocol Wealth, LLC",
      "name_as_filed": "PROTOCOL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/protocol-wealth-llc-denver-co-335298",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159189,
      "name": "Ptma Investment Advisors",
      "name_as_filed": "PTMA INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/ptma-investment-advisors-denver-co-159189",
      "city": "Denver",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340519,
      "name": "Q2 Financial",
      "name_as_filed": "Q2 FINANCIAL",
      "url": "https://advisorcensus.com/firm/q2-financial-eastlake-co-340519",
      "city": "Eastlake",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284220,
      "name": "Q3 Advisors, LLC",
      "name_as_filed": "Q3 ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/q3-advisors-llc-arvada-co-284220",
      "city": "Arvada",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112707,
      "name": "R. Kent Harris and Associates, Ltd.",
      "name_as_filed": "R. KENT HARRIS AND ASSOCIATES, LTD.",
      "url": "https://advisorcensus.com/firm/r-kent-harris-and-associates-ltd-greenwood-village-co-112707",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154627,
      "name": "Red Meadow Advisors, LLC",
      "name_as_filed": "RED MEADOW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/red-meadow-advisors-llc-littleton-co-154627",
      "city": "Littleton",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326555,
      "name": "Regista Financial Strategies, LLC",
      "name_as_filed": "REGISTA FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/regista-financial-strategies-llc-denver-co-326555",
      "city": "Denver",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334233,
      "name": "Ridgegate Advisors, LLC",
      "name_as_filed": "RIDGEGATE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ridgegate-advisors-llc-englewood-co-334233",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326930,
      "name": "Rigden Capital Strategies",
      "name_as_filed": "RIGDEN CAPITAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/rigden-capital-strategies-englewood-co-326930",
      "city": "Englewood",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342585,
      "name": "Root & Web Community Financial LLC",
      "name_as_filed": "ROOT & WEB COMMUNITY FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/root-and-web-community-financial-llc-denver-co-342585",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326161,
      "name": "Roots First Wealth Management",
      "name_as_filed": "ROOTS FIRST WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/roots-first-wealth-management-highlands-ranch-co-326161",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 3,
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        "label": "Financial advisors for cryptocurrency holders in Denver, CO"
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      {
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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"
  }
}