{ "path": "/advisors/co/fee-only", "url": "https://advisorcensus.com/advisors/co/fee-only/page/8", "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": 8, "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": 321135, "name": "The Horst Group, LLC", "name_as_filed": "THE HORST GROUP, LLC", "url": "https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135", "city": "Denver", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152011, "name": "The Western Wealth Group, Inc.", "name_as_filed": "THE WESTERN WEALTH GROUP, INC.", "url": "https://advisorcensus.com/firm/the-western-wealth-group-inc-greenwood-village-co-152011", "city": "Greenwood Village", "state": "CO", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133147, "name": "The William Allan Corporation", "name_as_filed": "THE WILLIAM ALLAN CORPORATION", "url": "https://advisorcensus.com/firm/the-william-allan-corporation-fort-collins-co-133147", "city": "Fort Collins", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304084, "name": "Theory Financial", "name_as_filed": "THEORY FINANCIAL", "url": "https://advisorcensus.com/firm/theory-financial-fort-collins-co-304084", "city": "Fort Collins", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284453, "name": "THEPENSION401K", "name_as_filed": "THEPENSION401K", "url": "https://advisorcensus.com/firm/thepension401k-buena-vista-co-284453", "city": "Buena Vista", "state": "CO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148121, "name": "Third Day Capital Management, LLC", "name_as_filed": "THIRD DAY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/third-day-capital-management-llc-denver-co-148121", "city": "Denver", "state": "CO", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130738, "name": "Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA", "name_as_filed": "THOMAS A. PAULSON, JR., DBA, THOMAS A. PAULSON, JR., CPA", "url": "https://advisorcensus.com/firm/thomas-a-paulson-jr-dba-thomas-a-paulson-jr-cpa-130738", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127402, "name": "Three Peaks Capital Management, LLC", "name_as_filed": "THREE PEAKS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/three-peaks-capital-management-llc-castle-rock-co-127402", "city": "Castle Rock", "state": "CO", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312566, "name": "Three Waters Financial", "name_as_filed": "THREE WATERS FINANCIAL", "url": "https://advisorcensus.com/firm/three-waters-financial-312566", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321872, "name": "Thrive Financial Management", "name_as_filed": "THRIVE FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/thrive-financial-management-321872", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109479, "name": "Tillman Hartley LLC", "name_as_filed": "TILLMAN HARTLEY LLC", "url": "https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479", "city": "Denver", "state": "CO", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291594, "name": "To Wealth, LLC", "name_as_filed": "TO WEALTH, LLC", "url": "https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594", "city": "Boulder", "state": "CO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145832, "name": "TOM C. Nelson, PHD, CFP(R) Personal Financial Consultant", "name_as_filed": "TOM C. NELSON, PHD, CFP(R) PERSONAL FINANCIAL CONSULTANT", "url": "https://advisorcensus.com/firm/tom-c-nelson-phd-cfp-r-personal-financial-consultant-145832", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328588, "name": "Tonn Financial Planning", "name_as_filed": "TONN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tonn-financial-planning-328588", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331265, "name": "Toro West Capital Advisors", "name_as_filed": "TORO WEST CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/toro-west-capital-advisors-louisville-co-331265", "city": "Louisville", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310766, "name": "Trailpoint Financial Planning", "name_as_filed": "TRAILPOINT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/trailpoint-financial-planning-310766", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342264, "name": "Trevian Financial", "name_as_filed": "TREVIAN FINANCIAL", "url": "https://advisorcensus.com/firm/trevian-financial-342264", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333004, "name": "True Riches Financial Planning", "name_as_filed": "TRUE RICHES FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339522, "name": "Truevector Wealth Advisors", "name_as_filed": "TRUEVECTOR WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/truevector-wealth-advisors-parker-co-339522", "city": "Parker", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312175, "name": "Truthpoint Financial, LLC", "name_as_filed": "TRUTHPOINT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175", "city": "Colorado Springs", "state": "CO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 277063, "name": "Unify Wealth Management LLC", "name_as_filed": "UNIFY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/unify-wealth-management-llc-fort-collins-co-277063", "city": "Fort Collins", "state": "CO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332777, "name": "Unity Wealth Strategies", "name_as_filed": "UNITY WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777", "city": "Colorado Springs", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308983, "name": "UX Wealth Partners LLC", "name_as_filed": "UX WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983", "city": "Centennial", "state": "CO", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285052, "name": "Vanguard Capital", "name_as_filed": "VANGUARD CAPITAL", "url": "https://advisorcensus.com/firm/vanguard-capital-denver-co-285052", "city": "Denver", "state": "CO", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112458, "name": "Vann Investments LLC", "name_as_filed": "VANN INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/vann-investments-llc-texas-creek-co-112458", "city": "Texas Creek", "state": "CO", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311878, "name": "Ventana Private Wealth LLC", "name_as_filed": "VENTANA PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/ventana-private-wealth-llc-denver-co-311878", "city": "Denver", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156568, "name": "Vero Advisors, LLC", "name_as_filed": "VERO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vero-advisors-llc-156568", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125480, "name": "Vineyard Capital Management LLC", "name_as_filed": "VINEYARD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vineyard-capital-management-llc-125480", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287739, "name": "Visionary Planning & Investment, LLC", "name_as_filed": "VISIONARY PLANNING & INVESTMENT, LLC", "url": "https://advisorcensus.com/firm/visionary-planning-and-investment-llc-aurora-co-287739", "city": "Aurora", "state": "CO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334566, "name": "VSI Capital Group", "name_as_filed": "VSI CAPITAL GROUP", "url": "https://advisorcensus.com/firm/vsi-capital-group-foxfield-co-334566", "city": "Foxfield", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143720, "name": "Wakefield Asset Management, LLLP", "name_as_filed": "WAKEFIELD ASSET MANAGEMENT, LLLP", "url": "https://advisorcensus.com/firm/wakefield-asset-management-lllp-englewood-co-143720", "city": "Englewood", "state": "CO", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173997, "name": "Wakefield Wealth Management, LLLP", "name_as_filed": "WAKEFIELD WEALTH MANAGEMENT, LLLP", "url": "https://advisorcensus.com/firm/wakefield-wealth-management-lllp-englewood-co-173997", "city": "Englewood", "state": "CO", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281306, "name": "Washpark Capital, LLC", "name_as_filed": "WASHPARK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/washpark-capital-llc-281306", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133475, "name": "Wealth Acumen, Inc.", "name_as_filed": "WEALTH ACUMEN, INC.", "url": "https://advisorcensus.com/firm/wealth-acumen-inc-133475", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168578, "name": "Wealth Engineers, LLC", "name_as_filed": "WEALTH ENGINEERS, LLC", "url": "https://advisorcensus.com/firm/wealth-engineers-llc-denver-co-168578", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331880, "name": "Wealth IQ", "name_as_filed": "WEALTH IQ", "url": "https://advisorcensus.com/firm/wealth-iq-denver-co-331880", "city": "Denver", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129599, "name": "Wealth Logic, LLC", "name_as_filed": "WEALTH LOGIC, LLC", "url": "https://advisorcensus.com/firm/wealth-logic-llc-colorado-spring-co-129599", "city": "Colorado Spring", "state": "CO", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175158, "name": "Wealth Management Consultants L.L.C.", "name_as_filed": "WEALTH MANAGEMENT CONSULTANTS L.L.C.", "url": "https://advisorcensus.com/firm/wealth-management-consultants-l-l-c-castle-rock-co-175158", "city": "Castle Rock", "state": "CO", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324498, "name": "Wealtheq", "name_as_filed": "WEALTHEQ", "url": "https://advisorcensus.com/firm/wealtheq-erie-co-324498", "city": "Erie", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 234791, "name": "West End Wealth Management, LLC", "name_as_filed": "WEST END WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/west-end-wealth-management-llc-denver-co-234791", "city": "Denver", "state": "CO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343984, "name": "West Highland Advisors", "name_as_filed": "WEST HIGHLAND ADVISORS", "url": "https://advisorcensus.com/firm/west-highland-advisors-343984", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341034, "name": "White Hawk Wealth Management", "name_as_filed": "WHITE HAWK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/white-hawk-wealth-management-broomfield-co-341034", "city": "Broomfield", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119728, "name": "White Peaks Asset Management, LLC", "name_as_filed": "WHITE PEAKS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/white-peaks-asset-management-llc-119728", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135433, "name": "Whitmore Financial Planning", "name_as_filed": "WHITMORE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/whitmore-financial-planning-creede-co-135433", "city": "Creede", "state": "CO", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 164931, "name": "William Palmer Associates, LLC", "name_as_filed": "WILLIAM PALMER ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/william-palmer-associates-llc-164931", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112460, "name": "William Wolcott Hall Investment Adviser", "name_as_filed": "WILLIAM WOLCOTT HALL INVESTMENT ADVISER", "url": "https://advisorcensus.com/firm/william-wolcott-hall-investment-adviser-112460", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 35307, "name": "Windham Financial Services, Inc.", "name_as_filed": "WINDHAM FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/windham-financial-services-inc-steamboat-springs-co-35307", "city": "Steamboat Springs", "state": "CO", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289035, "name": "Winding Trail Financial Planning, LLC", "name_as_filed": "WINDING TRAIL FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/winding-trail-financial-planning-llc-lafayette-co-289035", "city": "Lafayette", "state": "CO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114358, "name": "Winvest Investments L.P.", "name_as_filed": "WINVEST INVESTMENTS L.P.", "url": "https://advisorcensus.com/firm/winvest-investments-l-p-montrose-co-114358", "city": "Montrose", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { 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