{ "path": "/advisors/co/fee-only", "url": "https://advisorcensus.com/advisors/co/fee-only/page/3", "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": "Find financial advisors in Colorado who are paid only by client fees. 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, 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.", "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": 3, "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": 335239, "name": "Devil's Head Capital LLC", "name_as_filed": "DEVIL'S HEAD CAPITAL LLC", "url": "https://advisorcensus.com/firm/devil-s-head-capital-llc-335239", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139473, "name": "Disciplined Wealth Management, LLC", "name_as_filed": "DISCIPLINED WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/disciplined-wealth-management-llc-139473", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167140, "name": "Douglass Financial Group", "name_as_filed": "DOUGLASS FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/douglass-financial-group-greenwood-village-co-167140", "city": "Greenwood Village", "state": "CO", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152983, "name": "Downing Street Wealth Management LLC", "name_as_filed": "DOWNING STREET WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/downing-street-wealth-management-llc-greenwood-village-co-152983", "city": "Greenwood Village", "state": "CO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149765, "name": "Dream Catcher Financial Services, LLC", "name_as_filed": "DREAM CATCHER FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/dream-catcher-financial-services-llc-149765", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342910, "name": "Driven Wealth", "name_as_filed": "DRIVEN WEALTH", "url": "https://advisorcensus.com/firm/driven-wealth-342910", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299949, "name": "DWM Family Wealth", "name_as_filed": "DWM FAMILY WEALTH", "url": "https://advisorcensus.com/firm/dwm-family-wealth-299949", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282012, "name": "E.J. Nickerson Co.", "name_as_filed": "E.J. NICKERSON CO.", "url": "https://advisorcensus.com/firm/e-j-nickerson-co-282012", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327701, "name": "Eight Peaks Wealth Management", "name_as_filed": "EIGHT PEAKS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eight-peaks-wealth-management-parker-co-327701", "city": "Parker", "state": "CO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112908, "name": "Elderado Financial, Inc", "name_as_filed": "ELDERADO FINANCIAL, INC", "url": "https://advisorcensus.com/firm/elderado-financial-inc-montrose-co-112908", "city": "Montrose", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307431, "name": "Elite Wealth Management", "name_as_filed": "ELITE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/elite-wealth-management-307431", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337847, "name": "Ellis Financial Solutions LLC", "name_as_filed": "ELLIS FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/ellis-financial-solutions-llc-longmont-co-337847", "city": "Longmont", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318594, "name": "Equity Financial Management", "name_as_filed": "EQUITY FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/equity-financial-management-318594", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149509, "name": "Essential Investment Partners, LLC", "name_as_filed": "ESSENTIAL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/essential-investment-partners-llc-englewood-co-149509", "city": "Englewood", "state": "CO", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307658, "name": "Eudaimon Wealth Management", "name_as_filed": "EUDAIMON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eudaimon-wealth-management-crested-butte-co-307658", "city": "Crested Butte", "state": "CO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150006, "name": "Evergreen Investing, LLC", "name_as_filed": "EVERGREEN INVESTING, LLC", "url": "https://advisorcensus.com/firm/evergreen-investing-llc-150006", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324777, "name": "Evergreen Private Wealth", "name_as_filed": "EVERGREEN PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/evergreen-private-wealth-greenwood-village-co-324777", "city": "Greenwood Village", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155966, "name": "Evergreen Wealth Advisors", "name_as_filed": "EVERGREEN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/evergreen-wealth-advisors-durango-co-155966", "city": "Durango", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340871, "name": "Evolution Vision Wealth Management", "name_as_filed": "EVOLUTION VISION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/evolution-vision-wealth-management-grand-junction-co-340871", "city": "Grand Junction", "state": "CO", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172725, "name": "Family Financial Solutions Group, LLC", "name_as_filed": "FAMILY FINANCIAL SOLUTIONS GROUP, LLC", "url": "https://advisorcensus.com/firm/family-financial-solutions-group-llc-durango-co-172725", "city": "Durango", "state": "CO", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308305, "name": "FFG Retirement Counseling", "name_as_filed": "FFG RETIREMENT COUNSELING", "url": "https://advisorcensus.com/firm/ffg-retirement-counseling-centennial-co-308305", "city": "Centennial", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114044, "name": "Financial Consulting Associates", "name_as_filed": "FINANCIAL CONSULTING ASSOCIATES", "url": "https://advisorcensus.com/firm/financial-consulting-associates-montrose-co-114044", "city": "Montrose", "state": "CO", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306786, "name": "Financial Life Journeys", "name_as_filed": "FINANCIAL LIFE JOURNEYS", "url": "https://advisorcensus.com/firm/financial-life-journeys-306786", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108489, "name": "Financial Mountain Inc", "name_as_filed": "FINANCIAL MOUNTAIN INC", "url": "https://advisorcensus.com/firm/financial-mountain-inc-boulder-co-108489", "city": "Boulder", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106255, "name": "Financially Speaking Inc", "name_as_filed": "FINANCIALLY SPEAKING INC", "url": "https://advisorcensus.com/firm/financially-speaking-inc-greenwood-village-co-106255", "city": "Greenwood Village", "state": "CO", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132640, "name": "Finesse Funds, LLC", "name_as_filed": "FINESSE FUNDS, LLC", "url": "https://advisorcensus.com/firm/finesse-funds-llc-basalt-co-132640", "city": "Basalt", "state": "CO", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173040, "name": "First Look Capital Management, LLC", "name_as_filed": "FIRST LOOK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/first-look-capital-management-llc-crested-butte-co-173040", "city": "Crested Butte", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112507, "name": "Flagstone Financial Advisors, Inc.", "name_as_filed": "FLAGSTONE FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/flagstone-financial-advisors-inc-basalt-co-112507", "city": "Basalt", "state": "CO", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297720, "name": "Flatirons Wealth Management", "name_as_filed": "FLATIRONS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/flatirons-wealth-management-297720", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 336454, "name": "Foothills Investments, L.L.C.", "name_as_filed": "FOOTHILLS INVESTMENTS, L.L.C.", "url": "https://advisorcensus.com/firm/foothills-investments-l-l-c-336454", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131949, "name": "Fossel Capital Management LLC", "name_as_filed": "FOSSEL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fossel-capital-management-llc-131949", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132375, "name": "Four Seasons Investment Advisors, Inc.", "name_as_filed": "FOUR SEASONS INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/four-seasons-investment-advisors-inc-montrose-co-132375", "city": "Montrose", "state": "CO", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334972, "name": "Fox Meadow Financial Planning", "name_as_filed": "FOX MEADOW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/fox-meadow-financial-planning-westminster-co-334972", "city": "Westminster", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336720, "name": "Foxtrot Investments Group LLC", "name_as_filed": "FOXTROT INVESTMENTS GROUP LLC", "url": "https://advisorcensus.com/firm/foxtrot-investments-group-llc-greenwood-village-co-336720", "city": "Greenwood Village", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283890, "name": "Fpfoco", "name_as_filed": "FPFOCO", "url": "https://advisorcensus.com/firm/fpfoco-fort-collins-co-283890", "city": "Fort Collins", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111991, "name": "Frederick H. Cron", "name_as_filed": "FREDERICK H. CRON", "url": "https://advisorcensus.com/firm/frederick-h-cron-111991", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333887, "name": "Friend Financial Group Inc", "name_as_filed": "FRIEND FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/friend-financial-group-inc-thornton-co-333887", "city": "Thornton", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150839, "name": "Frontier Advisors, LLC", "name_as_filed": "FRONTIER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/frontier-advisors-llc-telluride-co-150839", "city": "Telluride", "state": "CO", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283352, "name": "Fruitage Financial LLC", "name_as_filed": "FRUITAGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/fruitage-financial-llc-fort-collins-co-283352", "city": "Fort Collins", "state": "CO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158094, "name": "FTN Capital Management", "name_as_filed": "FTN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/ftn-capital-management-littleton-co-158094", "city": "Littleton", "state": "CO", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307829, "name": "Full Body Finance", "name_as_filed": "FULL BODY FINANCE", "url": "https://advisorcensus.com/firm/full-body-finance-307829", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 341317, "name": "Gallatin River Capital LLC", "name_as_filed": "GALLATIN RIVER CAPITAL LLC", "url": "https://advisorcensus.com/firm/gallatin-river-capital-llc-littleton-co-341317", "city": "Littleton", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311336, "name": "Gilpin Wealth Management LLC", "name_as_filed": "GILPIN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gilpin-wealth-management-llc-golden-co-311336", "city": "Golden", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167060, "name": "Gladstone Financial LLC", "name_as_filed": "GLADSTONE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/gladstone-financial-llc-breckenridge-co-167060", "city": "Breckenridge", "state": "CO", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321775, "name": "Global Wealth, LLC", "name_as_filed": "GLOBAL WEALTH, LLC", "url": "https://advisorcensus.com/firm/global-wealth-llc-321775", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333606, "name": "Go Fish Finance, LLC", "name_as_filed": "GO FISH FINANCE, LLC", "url": "https://advisorcensus.com/firm/go-fish-finance-llc-boulder-co-333606", "city": "Boulder", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132294, "name": "Gold Medal Waters, Inc.", "name_as_filed": "GOLD MEDAL WATERS, INC.", "url": "https://advisorcensus.com/firm/gold-medal-waters-inc-boulder-co-132294", "city": "Boulder", "state": "CO", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135745, "name": "Granderson Wealth Management Group Inc", "name_as_filed": "GRANDERSON WEALTH MANAGEMENT GROUP INC", "url": "https://advisorcensus.com/firm/granderson-wealth-management-group-inc-denver-co-135745", "city": "Denver", "state": "CO", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144413, "name": "Green Alpha Investments", "name_as_filed": "GREEN ALPHA INVESTMENTS", "url": "https://advisorcensus.com/firm/green-alpha-investments-niwot-co-144413", "city": "Niwot", "state": "CO", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289373, "name": "Greenstar Advisors", "name_as_filed": "GREENSTAR ADVISORS", "url": "https://advisorcensus.com/firm/greenstar-advisors-289373", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], 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