{ "path": "/advisors/co/flat-fee", "url": "https://advisorcensus.com/advisors/co/flat-fee/page/10", "page_type": "state_fee", "title": "Flat-fee financial advisors in Colorado", "filters": {}, "scope_total": 490, "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 490 investment advisory firms with a principal office in Colorado 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": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Colorado: 490 firms from Form ADV filings as of October 2026.", "total_firms": 490, "page": 10, "total_pages": 10, "sort": "name", "registration_types": { "sec": 209, "state": 281, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 232 }, { "code": "percentage_of_aum", "count": 424 }, { "code": "hourly", "count": 300 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 490 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 212 }, { "code": "5_to_9", "count": 125 }, { "code": "10_to_19", "count": 95 }, { "code": "20_plus", "count": 58 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 152 }, { "code": "25m_100m", "count": 88 }, { "code": "100m_500m", "count": 121 }, { "code": "500m_1b", "count": 37 }, { "code": "1b_5b", "count": 28 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 52 } ], "firms": [ { "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": 332317, "name": "Uniting Wealth Partners", "name_as_filed": "UNITING WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/uniting-wealth-partners-denver-co-332317", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "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": 145755, "name": "Vanderheiden Financial", "name_as_filed": "VANDERHEIDEN FINANCIAL", "url": "https://advisorcensus.com/firm/vanderheiden-financial-145755", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 342746, "name": "Vantalith Wealth", "name_as_filed": "VANTALITH WEALTH", "url": "https://advisorcensus.com/firm/vantalith-wealth-colorado-springs-co-342746", "city": "Colorado Springs", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324044, "name": "Varra Financial", "name_as_filed": "VARRA FINANCIAL", "url": "https://advisorcensus.com/firm/varra-financial-louisville-co-324044", "city": "Louisville", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115643, "name": "Vascorp Wealth Advisors", "name_as_filed": "VASCORP WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/vascorp-wealth-advisors-arvada-co-115643", "city": "Arvada", "state": "CO", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300811, "name": "Vital Investment Management LLC", "name_as_filed": "VITAL INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vital-investment-management-llc-loveland-co-300811", "city": "Loveland", "state": "CO", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 312790, "name": "VON Reckers Wealth Management, Corp.", "name_as_filed": "VON RECKERS WEALTH MANAGEMENT, CORP.", "url": "https://advisorcensus.com/firm/von-reckers-wealth-management-corp-312790", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 133589, "name": "Walsh Financial Solutions, LLC", "name_as_filed": "WALSH FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/walsh-financial-solutions-llc-arvada-co-133589", "city": "Arvada", "state": "CO", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113824, "name": "Wapg, LLC", "name_as_filed": "WAPG, LLC", "url": "https://advisorcensus.com/firm/wapg-llc-littleton-co-113824", "city": "Littleton", "state": "CO", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "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": 309694, "name": "Wealth Management Advisors RIA, Inc.", "name_as_filed": "WEALTH MANAGEMENT ADVISORS RIA, INC.", "url": "https://advisorcensus.com/firm/wealth-management-advisors-ria-inc-windsor-co-309694", "city": "Windsor", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 172002, "name": "Wealth Watch Advisors, Inc", "name_as_filed": "WEALTH WATCH ADVISORS, INC", "url": "https://advisorcensus.com/firm/wealth-watch-advisors-inc-englewood-co-172002", "city": "Englewood", "state": "CO", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173306, "name": "Wealthbuilders Investments", "name_as_filed": "WEALTHBUILDERS INVESTMENTS", "url": "https://advisorcensus.com/firm/wealthbuilders-investments-greenwood-village-co-173306", "city": "Greenwood Village", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "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": 329418, "name": "Welch Financial Planning, LLC", "name_as_filed": "WELCH FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/welch-financial-planning-llc-boulder-co-329418", "city": "Boulder", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 283545, "name": "Western Wealth Management LLC", "name_as_filed": "WESTERN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/western-wealth-management-llc-golden-co-283545", "city": "Golden", "state": "CO", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282860, "name": "Whipplewood Advisors, LLC", "name_as_filed": "WHIPPLEWOOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/whipplewood-advisors-llc-littleton-co-282860", "city": "Littleton", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 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": 331822, "name": "Windmiller", "name_as_filed": "WINDMILLER", "url": "https://advisorcensus.com/firm/windmiller-littleton-co-331822", "city": "Littleton", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170230, "name": "Wisdom Wealth Strategies", "name_as_filed": "WISDOM WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/wisdom-wealth-strategies-greenwood-village-co-170230", "city": "Greenwood Village", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135756, "name": "Wolff Financial Advisors, LLC", "name_as_filed": "WOLFF FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wolff-financial-advisors-llc-broomfield-co-135756", "city": "Broomfield", "state": "CO", "years_registered": 20, 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