{ "path": "/advisors/co/flat-fee", "url": "https://advisorcensus.com/advisors/co/flat-fee/page/4", "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": 4, "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": 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": 110594, "name": "Financial Steward Associates, LLC", "name_as_filed": "FINANCIAL STEWARD ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/financial-steward-associates-llc-boulder-co-110594", "city": "Boulder", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340776, "name": "Financial Thinking Partner Wealth Advisors", "name_as_filed": "FINANCIAL THINKING PARTNER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/financial-thinking-partner-wealth-advisors-monument-co-340776", "city": "Monument", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "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": 109036, "name": "First Affirmative Financial Network LLC", "name_as_filed": "FIRST AFFIRMATIVE FINANCIAL NETWORK LLC", "url": "https://advisorcensus.com/firm/first-affirmative-financial-network-llc-colorado-springs-co-109036", "city": "Colorado Springs", "state": "CO", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281494, "name": "FIT Wealth Management", "name_as_filed": "FIT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fit-wealth-management-centennial-co-281494", "city": "Centennial", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 310591, "name": "Focused Alpha, LLC", "name_as_filed": "FOCUSED ALPHA, LLC", "url": "https://advisorcensus.com/firm/focused-alpha-llc-greenwood-village-co-310591", "city": "Greenwood Village", "state": "CO", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "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": 298569, "name": "Fortified Wealth Strategies, Inc.", "name_as_filed": "FORTIFIED WEALTH STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/fortified-wealth-strategies-inc-northglenn-co-298569", "city": "Northglenn", "state": "CO", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 290770, "name": "Forty North Wealth", "name_as_filed": "FORTY NORTH WEALTH", "url": "https://advisorcensus.com/firm/forty-north-wealth-glendale-co-290770", "city": "Glendale", "state": "CO", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339154, "name": "Forward Wealth", "name_as_filed": "FORWARD WEALTH", "url": "https://advisorcensus.com/firm/forward-wealth-lone-tree-co-339154", "city": "Lone Tree", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 284268, "name": "Foxstone Financial", "name_as_filed": "FOXSTONE FINANCIAL", "url": "https://advisorcensus.com/firm/foxstone-financial-lone-tree-co-284268", "city": "Lone Tree", "state": "CO", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "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": 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": 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": 324378, "name": "Future Capital Management Inc.", "name_as_filed": "FUTURE CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/future-capital-management-inc-castle-rock-co-324378", "city": "Castle Rock", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326716, "name": "Gainline Financial Partners, LLC", "name_as_filed": "GAINLINE FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/gainline-financial-partners-llc-louisville-co-326716", "city": "Louisville", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113189, "name": "Gallacher Capital Management, LLC", "name_as_filed": "GALLACHER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gallacher-capital-management-llc-lone-tree-co-113189", "city": "Lone Tree", "state": "CO", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333368, "name": "GBG Wealth Management LLC", "name_as_filed": "GBG WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gbg-wealth-management-llc-lone-tree-co-333368", "city": "Lone Tree", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120894, "name": "Geneos Wealth Management, Inc.", "name_as_filed": "GENEOS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/geneos-wealth-management-inc-englewood-co-120894", "city": "Englewood", "state": "CO", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343744, "name": "Genera Wealth", "name_as_filed": "GENERA WEALTH", "url": "https://advisorcensus.com/firm/genera-wealth-343744", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107563, "name": "GHP Investment Advisors Inc", "name_as_filed": "GHP INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/ghp-investment-advisors-inc-denver-co-107563", "city": "Denver", "state": "CO", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 14559, "name": "Gill Capital Partners", "name_as_filed": "GILL CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/gill-capital-partners-denver-co-14559", "city": "Denver", "state": "CO", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "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": 316072, "name": "Global Wealth Strategies and Associates, LLC", "name_as_filed": "GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/global-wealth-strategies-and-associates-llc-denver-co-316072", "city": "Denver", "state": "CO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 159606, "name": "Gorham Wealth Management, LLC", "name_as_filed": "GORHAM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gorham-wealth-management-llc-golden-co-159606", "city": "Golden", "state": "CO", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 340110, "name": "Grantd Wealth, Inc.", "name_as_filed": "GRANTD WEALTH, INC.", "url": "https://advisorcensus.com/firm/grantd-wealth-inc-denver-co-340110", "city": "Denver", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308299, "name": "Growstrong Wealth Strategies", "name_as_filed": "GROWSTRONG WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/growstrong-wealth-strategies-fort-collins-co-308299", "city": "Fort Collins", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330293, "name": "Guardian Brothers", "name_as_filed": "GUARDIAN BROTHERS", "url": "https://advisorcensus.com/firm/guardian-brothers-330293", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 141947, "name": "Guidepost Financial Planning, LLC", "name_as_filed": "GUIDEPOST FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/guidepost-financial-planning-llc-fort-collins-co-141947", "city": "Fort Collins", "state": "CO", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141637, "name": "Hahn Financial Services, LLC", "name_as_filed": "HAHN FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/hahn-financial-services-llc-141637", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284018, "name": "Hamsher Wealth Management, LLC", "name_as_filed": "HAMSHER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hamsher-wealth-management-llc-greenwood-village-co-284018", "city": "Greenwood Village", "state": "CO", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 338334, "name": "Harting Financial, LLC", "name_as_filed": "HARTING FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/harting-financial-llc-colorado-springs-co-338334", "city": "Colorado Springs", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292277, "name": "Heirloom Wealth Management LLC", "name_as_filed": "HEIRLOOM WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/heirloom-wealth-management-llc-greenwood-village-co-292277", "city": "Greenwood Village", "state": "CO", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334871, "name": "High Peaks Wealth Strategies", "name_as_filed": "HIGH PEAKS WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/high-peaks-wealth-strategies-parker-co-334871", "city": "Parker", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159535, "name": "Highpass Asset Management LLC", "name_as_filed": "HIGHPASS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535", "city": "Denver", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ 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