{ "path": "/advisors/co/fee-only", "url": "https://advisorcensus.com/advisors/co/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Colorado", "filters": {}, "scope_total": 407, "faq": [ { "q": "How many financial advisory firms are there in Colorado?", "a": "AdvisorCensus lists 1,196 investment advisory firms with a principal office in Colorado, from Form ADV filings as of October 2026: 375 SEC-registered, 483 state-registered, and 338 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 Colorado?", "a": "407 of the 1,196 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 Colorado offer financial planning?", "a": "589 of the 858 firms in Colorado 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 Colorado 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 407 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 407 investment advisory firms with a principal office in Colorado 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.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Colorado: 407 firms from Form ADV filings as of October 2026.", "total_firms": 407, "page": 2, "total_pages": 9, "sort": "name", "registration_types": { "sec": 112, "state": 295, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 407 }, { "code": "percentage_of_aum", "count": 361 }, { "code": "hourly", "count": 187 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 232 }, { "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": 152 }, { "code": "5_to_9", "count": 95 }, { "code": "10_to_19", "count": 89 }, { "code": "20_plus", "count": 71 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 161 }, { "code": "25m_100m", "count": 100 }, { "code": "100m_500m", "count": 80 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 14 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 37 } ], "firms": [ { "crd_number": 115069, "name": "Boulder Wealth Advisors, LLC", "name_as_filed": "BOULDER WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/boulder-wealth-advisors-llc-boulder-co-115069", "city": "Boulder", "state": "CO", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113501, "name": "Bright Future Advisors", "name_as_filed": "BRIGHT FUTURE ADVISORS", "url": "https://advisorcensus.com/firm/bright-future-advisors-nederland-co-113501", "city": "Nederland", "state": "CO", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341289, "name": "Brightward Financial LLC", "name_as_filed": "BRIGHTWARD FINANCIAL LLC", "url": "https://advisorcensus.com/firm/brightward-financial-llc-denver-co-341289", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335028, "name": "Broadview Wealth Partners", "name_as_filed": "BROADVIEW WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/broadview-wealth-partners-boulder-co-335028", "city": "Boulder", "state": "CO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106644, "name": "Bruni J V & Co", "name_as_filed": "BRUNI J V & CO", "url": "https://advisorcensus.com/firm/bruni-j-v-and-co-colorado-springs-co-106644", "city": "Colorado Springs", "state": "CO", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121485, "name": "Bullock Capital Alliance, Inc.", "name_as_filed": "BULLOCK CAPITAL ALLIANCE, INC.", "url": "https://advisorcensus.com/firm/bullock-capital-alliance-inc-colorado-springs-co-121485", "city": "Colorado Springs", "state": "CO", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113144, "name": "Business Financial Strategies, Ltd.", "name_as_filed": "BUSINESS FINANCIAL STRATEGIES, LTD.", "url": "https://advisorcensus.com/firm/business-financial-strategies-ltd-113144", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118244, "name": "Butler Financial Services", "name_as_filed": "BUTLER FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/butler-financial-services-denver-co-118244", "city": "Denver", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332544, "name": "BXM Wealth LLC", "name_as_filed": "BXM WEALTH LLC", "url": "https://advisorcensus.com/firm/bxm-wealth-llc-englewood-co-332544", "city": "Englewood", "state": "CO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292666, "name": "Cairn Financial Advisors, LLC", "name_as_filed": "CAIRN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cairn-financial-advisors-llc-292666", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149649, "name": "Caledonia Wealth Management, Ltd.", "name_as_filed": "CALEDONIA WEALTH MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/caledonia-wealth-management-ltd-boulder-co-149649", "city": "Boulder", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110568, "name": "Callahan Capital Management", "name_as_filed": "CALLAHAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/callahan-capital-management-steamboat-springs-co-110568", "city": "Steamboat Springs", "state": "CO", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118314, "name": "Cambridge Financial Advisors, LLC", "name_as_filed": "CAMBRIDGE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cambridge-financial-advisors-llc-salida-co-118314", "city": "Salida", "state": "CO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 316378, "name": "Canyon Creek Investment Advisors", "name_as_filed": "CANYON CREEK INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/canyon-creek-investment-advisors-fruita-co-316378", "city": "Fruita", "state": "CO", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328472, "name": "Capital Investment Counsel, LLC", "name_as_filed": "CAPITAL INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/capital-investment-counsel-llc-denver-co-328472", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315205, "name": "Carriere Financial Planning LLC", "name_as_filed": "CARRIERE FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/carriere-financial-planning-llc-colorado-springs-co-315205", "city": "Colorado Springs", "state": "CO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113052, "name": "Castle Pines Investment Management LLC", "name_as_filed": "CASTLE PINES INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/castle-pines-investment-management-llc-113052", "city": null, "state": null, "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140299, "name": "Castle Rock Investment Company", "name_as_filed": "CASTLE ROCK INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/castle-rock-investment-company-castle-rock-co-140299", "city": "Castle Rock", "state": "CO", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331134, "name": "Causey Wealth LLC", "name_as_filed": "CAUSEY WEALTH LLC", "url": "https://advisorcensus.com/firm/causey-wealth-llc-greenwood-village-co-331134", "city": "Greenwood Village", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301535, "name": "Cayden Wealth Management", "name_as_filed": "CAYDEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cayden-wealth-management-broomfield-co-301535", "city": "Broomfield", "state": "CO", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317246, "name": "Cedar Peak Wealth Advisors", "name_as_filed": "CEDAR PEAK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/cedar-peak-wealth-advisors-317246", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334756, "name": "Cedarwood Wealth", "name_as_filed": "CEDARWOOD WEALTH", "url": "https://advisorcensus.com/firm/cedarwood-wealth-highlands-ranch-co-334756", "city": "Highlands Ranch", "state": "CO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330628, "name": "Centennial Government Advisors LLC", "name_as_filed": "CENTENNIAL GOVERNMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/centennial-government-advisors-llc-denver-co-330628", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 296956, "name": "Centerpiece Wealth Advisor", "name_as_filed": "CENTERPIECE WEALTH ADVISOR", "url": "https://advisorcensus.com/firm/centerpiece-wealth-advisor-greenwood-village-co-296956", "city": "Greenwood Village", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342254, "name": "Champion Capital LLC", "name_as_filed": "CHAMPION CAPITAL LLC", "url": "https://advisorcensus.com/firm/champion-capital-llc-greenwood-co-342254", "city": "Greenwood", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156310, "name": "Cherry Creek Family Offices", "name_as_filed": "CHERRY CREEK FAMILY OFFICES", "url": "https://advisorcensus.com/firm/cherry-creek-family-offices-denver-co-156310", "city": "Denver", "state": "CO", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 342857, "name": "Cherry Creek Financial Planning", "name_as_filed": "CHERRY CREEK FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/cherry-creek-financial-planning-greenwood-village-co-342857", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132224, "name": "CLC Capital Management", "name_as_filed": "CLC CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/clc-capital-management-grand-junction-co-132224", "city": "Grand Junction", "state": "CO", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291987, "name": "Clear Waters Financial Network LLC", "name_as_filed": "CLEAR WATERS FINANCIAL NETWORK LLC", "url": "https://advisorcensus.com/firm/clear-waters-financial-network-llc-291987", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313340, "name": "CM20 Wealth Management", "name_as_filed": "CM20 WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cm20-wealth-management-313340", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332283, "name": "Coah Financial", "name_as_filed": "COAH FINANCIAL", "url": "https://advisorcensus.com/firm/coah-financial-colorado-springs-co-332283", "city": "Colorado Springs", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168453, "name": "Cobalt Private Wealth LLC", "name_as_filed": "COBALT PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/cobalt-private-wealth-llc-colorado-springs-co-168453", "city": "Colorado Springs", "state": "CO", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114011, "name": "Colorado Capital Management", "name_as_filed": "COLORADO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/colorado-capital-management-boulder-co-114011", "city": "Boulder", "state": "CO", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 149020, "name": "Colver Asset Management, LLC", "name_as_filed": "COLVER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/colver-asset-management-llc-149020", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284318, "name": "Conexus Capital Management, LLC", "name_as_filed": "CONEXUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/conexus-capital-management-llc-parker-co-284318", "city": "Parker", "state": "CO", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111325, "name": "Connolly Financial Group", "name_as_filed": "CONNOLLY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/connolly-financial-group-111325", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173394, "name": "Copper River Advisors LLC", "name_as_filed": "COPPER RIVER ADVISORS LLC", "url": "https://advisorcensus.com/firm/copper-river-advisors-llc-englewood-co-173394", "city": "Englewood", "state": "CO", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324007, "name": "Cornerstone Financial Planning", "name_as_filed": "CORNERSTONE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-colorado-springs-co-324007", "city": "Colorado Springs", "state": "CO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 161425, "name": "Cornet Capital LLC", "name_as_filed": "CORNET CAPITAL LLC", "url": "https://advisorcensus.com/firm/cornet-capital-llc-telluride-co-161425", "city": "Telluride", "state": "CO", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170297, "name": "Covered Call LLC", "name_as_filed": "COVERED CALL LLC", "url": "https://advisorcensus.com/firm/covered-call-llc-170297", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339872, "name": "Cresalta Investment Management, Inc.", "name_as_filed": "CRESALTA INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cresalta-investment-management-inc-greenwood-village-co-339872", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330057, "name": "Crusonia Wealth Advisors LLC", "name_as_filed": "CRUSONIA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/crusonia-wealth-advisors-llc-denver-co-330057", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131673, "name": "David B. Patston, CPA, CFA", "name_as_filed": "DAVID B. PATSTON, CPA, CFA", "url": "https://advisorcensus.com/firm/david-b-patston-cpa-cfa-denver-co-131673", "city": "Denver", "state": "CO", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112449, "name": "David W. McKinlay, CHFC", "name_as_filed": "DAVID W. 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