{ "path": "/advisors/co/flat-fee", "url": "https://advisorcensus.com/advisors/co/flat-fee/page/2", "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": 2, "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": 323909, "name": "Bespoke Advisory", "name_as_filed": "BESPOKE ADVISORY", "url": "https://advisorcensus.com/firm/bespoke-advisory-evergreen-co-323909", "city": "Evergreen", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341171, "name": "Best Life Financial Planning, LLC", "name_as_filed": "BEST LIFE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/best-life-financial-planning-llc-longmont-co-341171", "city": "Longmont", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319232, "name": "Best Life Infinity, LLC", "name_as_filed": "BEST LIFE INFINITY, LLC", "url": "https://advisorcensus.com/firm/best-life-infinity-llc-colorado-springs-co-319232", "city": "Colorado Springs", "state": "CO", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 317366, "name": "Better Pockets Financial", "name_as_filed": "BETTER POCKETS FINANCIAL", "url": "https://advisorcensus.com/firm/better-pockets-financial-fort-collins-co-317366", "city": "Fort Collins", "state": "CO", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149740, "name": "Bighorn Wealth Management", "name_as_filed": "BIGHORN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bighorn-wealth-management-thornton-co-149740", "city": "Thornton", "state": "CO", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166125, "name": "Black Capital, LLC", "name_as_filed": "BLACK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/black-capital-llc-cortez-co-166125", "city": "Cortez", "state": "CO", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286084, "name": "Black Swift Group, LLC", "name_as_filed": "BLACK SWIFT GROUP, LLC", "url": "https://advisorcensus.com/firm/black-swift-group-llc-boulder-co-286084", "city": "Boulder", "state": "CO", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 313718, "name": "Blackbird Financial Planning", "name_as_filed": "BLACKBIRD FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/blackbird-financial-planning-313718", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339475, "name": "Blue Heron Capital", "name_as_filed": "BLUE HERON CAPITAL", "url": "https://advisorcensus.com/firm/blue-heron-capital-englewood-co-339475", "city": "Englewood", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301083, "name": "Blueprint Financial Services", "name_as_filed": "BLUEPRINT FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/blueprint-financial-services-arvada-co-301083", "city": "Arvada", "state": "CO", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106733, "name": "BOK Financial Private Wealth, Inc.", "name_as_filed": "BOK FINANCIAL PRIVATE WEALTH, INC.", "url": "https://advisorcensus.com/firm/bok-financial-private-wealth-inc-denver-co-106733", "city": "Denver", "state": "CO", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341227, "name": "Bolhan Wealth", "name_as_filed": "BOLHAN WEALTH", "url": "https://advisorcensus.com/firm/bolhan-wealth-greenwood-village-co-341227", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288522, "name": "Bonfire Financial, LLC", "name_as_filed": "BONFIRE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/bonfire-financial-llc-colorado-springs-co-288522", "city": "Colorado Springs", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107636, "name": "Boulder Asset Management", "name_as_filed": "BOULDER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/boulder-asset-management-englewood-co-107636", "city": "Englewood", "state": "CO", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343638, "name": "Boulder Financial Planning Company", "name_as_filed": "BOULDER FINANCIAL PLANNING COMPANY", "url": "https://advisorcensus.com/firm/boulder-financial-planning-company-343638", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 304291, "name": "Braverman Wealth Advisors, LLC", "name_as_filed": "BRAVERMAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/braverman-wealth-advisors-llc-boulder-co-304291", "city": "Boulder", "state": "CO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338693, "name": "Bright Advisors", "name_as_filed": "BRIGHT ADVISORS", "url": "https://advisorcensus.com/firm/bright-advisors-greenwood-village-co-338693", "city": "Greenwood Village", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 339151, "name": "Brotherhood Retirement", "name_as_filed": "BROTHERHOOD RETIREMENT", "url": "https://advisorcensus.com/firm/brotherhood-retirement-colorado-springs-co-339151", "city": "Colorado Springs", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287859, "name": "Bruce G. Allen Investments, LLC", "name_as_filed": "BRUCE G. ALLEN INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/bruce-g-allen-investments-llc-denver-co-287859", "city": "Denver", "state": "CO", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 107485, "name": "BSW Wealth Partners", "name_as_filed": "BSW WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/bsw-wealth-partners-boulder-co-107485", "city": "Boulder", "state": "CO", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 322138, "name": "Buck Wealth Strategies, LLC", "name_as_filed": "BUCK WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/buck-wealth-strategies-llc-denver-co-322138", "city": "Denver", "state": "CO", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 335978, "name": "BZ Wealth Advisors, LLC", "name_as_filed": "BZ WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bz-wealth-advisors-llc-littleton-co-335978", "city": "Littleton", "state": "CO", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 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": 284505, "name": "Capital Asset Management, LLC", "name_as_filed": "CAPITAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/capital-asset-management-llc-denver-co-284505", "city": "Denver", "state": "CO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 154819, "name": "Capstone Pacific Investment Strategies", "name_as_filed": "CAPSTONE PACIFIC INVESTMENT STRATEGIES", "url": "https://advisorcensus.com/firm/capstone-pacific-investment-strategies-fort-collins-co-154819", "city": "Fort Collins", "state": "CO", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 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": 155725, "name": "CDP Financial Group, LLC", "name_as_filed": "CDP FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/cdp-financial-group-llc-littleton-co-155725", "city": "Littleton", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "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": 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": 283978, "name": "CIM", "name_as_filed": "CIM", "url": "https://advisorcensus.com/firm/cim-castle-rock-co-283978", "city": "Castle Rock", "state": "CO", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 299627, "name": "Cimarron Wealth Management, Inc.", "name_as_filed": "CIMARRON WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cimarron-wealth-management-inc-montrose-co-299627", "city": "Montrose", "state": "CO", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113301, "name": "Citiwest Capital Corporation", "name_as_filed": "CITIWEST CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/citiwest-capital-corporation-denver-co-113301", "city": "Denver", "state": "CO", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 328183, "name": "Citrine & Gold LLC", "name_as_filed": "CITRINE & GOLD LLC", "url": "https://advisorcensus.com/firm/citrine-and-gold-llc-denver-co-328183", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285035, "name": "Class VI Family Office, LLC", "name_as_filed": "CLASS VI FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/class-vi-family-office-llc-denver-co-285035", "city": "Denver", "state": "CO", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288335, "name": "Clear Creek Advisors", "name_as_filed": "CLEAR CREEK ADVISORS", "url": "https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335", "city": "Denver", "state": "CO", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 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 } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/co", "label": "Financial advisors in Colorado" }, "fee_pages": [ { "path": "/advisors/co/fee-only", "label": "Fee-only financial advisors in Colorado", "firm_count": 407 }, { "path": "/advisors/co/hourly", "label": "Hourly financial advisors in Colorado", "firm_count": 370 } ], "metro_fee_pages": [ { "path": "/advisors/co/denver/flat-fee", "firm_count": 254, "label": "Flat-fee financial advisors in Denver, CO" }, { "path": "/advisors/co/colorado-springs/flat-fee", "firm_count": 50, "label": "Flat-fee financial advisors in Colorado Springs, CO" }, { "path": "/advisors/co/boulder/flat-fee", "firm_count": 35, "label": "Flat-fee financial advisors in Boulder, CO" }, { "path": "/advisors/co/fort-collins/flat-fee", "firm_count": 25, "label": "Flat-fee financial advisors in Fort Collins, CO" }, { "path": "/advisors/co/greeley/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Greeley, CO" }, { "path": "/advisors/co/grand-junction/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Grand Junction, CO" }, { "path": "/advisors/co/pueblo/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Pueblo, CO" } ] }, "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" } }