# Flat-fee financial advisors in Colorado

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/flat-fee/page/5

## At a glance

- Investment advisory firms: 490
- Registration: SEC-registered investment adviser: 209, State-registered investment adviser: 281
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 232 (47%); Percentage of assets 424 (87%); Hourly charges 300 (61%); Subscription fees (newsletter or periodical) 5 (1%); Fixed fees 490 (100%); Commissions 11 (2%); Performance-based fees 24 (5%); Other 36 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 152 (31%); $25 million to $100 million 88 (18%); $100 million to $500 million 121 (25%); $500 million to $1 billion 37 (8%); $1 billion to $5 billion 28 (6%); Over $5 billion 12 (2%); Not reported 52 (11%)
- Years registered: Under 5 years 212 (43%); 5 to 9 years 125 (26%); 10 to 19 years 95 (19%); 20 years or more 58 (12%)

## Firms (page 5 of 10, 201 to 250 of 490, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [IMA Advisory Services, Inc.](https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091) ([md](https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091.md)) | 112091 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Impact Capital Partners LLC](https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616) ([md](https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616.md)) | 329616 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Impactfolio LLC](https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716) ([md](https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716.md)) | 291716 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Inclinevest](https://advisorcensus.com/firm/inclinevest-299298) ([md](https://advisorcensus.com/firm/inclinevest-299298.md)) | 299298 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Indelible Wealth Group](https://advisorcensus.com/firm/indelible-wealth-group-berthoud-co-166864) ([md](https://advisorcensus.com/firm/indelible-wealth-group-berthoud-co-166864.md)) | 166864 | Berthoud, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Infinium Investment Advisors, LLC](https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123) ([md](https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123.md)) | 149123 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Innovative Financial, LLC](https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469) ([md](https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469.md)) | 127469 | Lakewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Innovest Portfolio Solutions LLC](https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110) ([md](https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110.md)) | 106110 | Denver, CO | SEC-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Insight, Corp.](https://advisorcensus.com/firm/insight-corp-boulder-co-311445) ([md](https://advisorcensus.com/firm/insight-corp-boulder-co-311445.md)) | 311445 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Subscription, Fixed fee |
| [Integra Financial, Inc.](https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422) ([md](https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422.md)) | 113422 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Integrated Wealth Strategies](https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632) ([md](https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632.md)) | 342632 | Lone Tree, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Integrity Prosperity Security (IPS) Strategic Capital](https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961) ([md](https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961.md)) | 115961 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Integrity Wealth Solutions LLC](https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862) ([md](https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862.md)) | 284862 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Intentional Wealth Strategies](https://advisorcensus.com/firm/intentional-wealth-strategies-colorado-springs-co-327743) ([md](https://advisorcensus.com/firm/intentional-wealth-strategies-colorado-springs-co-327743.md)) | 327743 | Colorado Springs, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Intergy Private Wealth, LLC](https://advisorcensus.com/firm/intergy-private-wealth-llc-colorado-springs-co-315698) ([md](https://advisorcensus.com/firm/intergy-private-wealth-llc-colorado-springs-co-315698.md)) | 315698 | Colorado Springs, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Investment Research Corp](https://advisorcensus.com/firm/investment-research-corp-denver-co-108208) ([md](https://advisorcensus.com/firm/investment-research-corp-denver-co-108208.md)) | 108208 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 54 | % of assets, Hourly, Fixed fee |
| [Invictus Private Wealth, LLC](https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727) ([md](https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727.md)) | 317727 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Iron River Capital LLC](https://advisorcensus.com/firm/iron-river-capital-llc-durango-co-173307) ([md](https://advisorcensus.com/firm/iron-river-capital-llc-durango-co-173307.md)) | 173307 | Durango, CO | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Ironfjord Wealth Management](https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955) ([md](https://advisorcensus.com/firm/ironfjord-wealth-management-lakewood-co-333955.md)) | 333955 | Lakewood, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Israel Investment Advisors, LLC](https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952) ([md](https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952.md)) | 153952 | Denver, CO | SEC-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [J.F. Williams Co., Inc.](https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569) ([md](https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569.md)) | 113569 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Jackson Creek Investment Advisors LLC](https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116) ([md](https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116.md)) | 309116 | Castle Rock, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [James Morgan Asset Management, LLC](https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154) ([md](https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154.md)) | 282154 | Broomfield, CO | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [JD Haggar Financial](https://advisorcensus.com/firm/jd-haggar-financial-329083) ([md](https://advisorcensus.com/firm/jd-haggar-financial-329083.md)) | 329083 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Jdyeageradvisors](https://advisorcensus.com/firm/jdyeageradvisors-307193) ([md](https://advisorcensus.com/firm/jdyeageradvisors-307193.md)) | 307193 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [JFG Family Office](https://advisorcensus.com/firm/jfg-family-office-denver-co-125101) ([md](https://advisorcensus.com/firm/jfg-family-office-denver-co-125101.md)) | 125101 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [JIM Saulnier & Associates, LLC](https://advisorcensus.com/firm/jim-saulnier-and-associates-llc-fort-collins-co-169889) ([md](https://advisorcensus.com/firm/jim-saulnier-and-associates-llc-fort-collins-co-169889.md)) | 169889 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Journey Investments, LLC](https://advisorcensus.com/firm/journey-investments-llc-loveland-co-146777) ([md](https://advisorcensus.com/firm/journey-investments-llc-loveland-co-146777.md)) | 146777 | Loveland, CO | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee, Other |
| [JPL Wealth Management, LLC](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474) ([md](https://advisorcensus.com/firm/jpl-wealth-management-llc-greenwood-village-co-328474.md)) | 328474 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [JRB Capital Management](https://advisorcensus.com/firm/jrb-capital-management-steamboat-springs-co-301036) ([md](https://advisorcensus.com/firm/jrb-capital-management-steamboat-springs-co-301036.md)) | 301036 | Steamboat Springs, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Jupiter Wealth Management, LLC](https://advisorcensus.com/firm/jupiter-wealth-management-llc-glendale-co-299220) ([md](https://advisorcensus.com/firm/jupiter-wealth-management-llc-glendale-co-299220.md)) | 299220 | Glendale, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Keen Capital, LLC](https://advisorcensus.com/firm/keen-capital-llc-westminster-co-283597) ([md](https://advisorcensus.com/firm/keen-capital-llc-westminster-co-283597.md)) | 283597 | Westminster, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Keystone Financial Services](https://advisorcensus.com/firm/keystone-financial-services-loveland-co-310623) ([md](https://advisorcensus.com/firm/keystone-financial-services-loveland-co-310623.md)) | 310623 | Loveland, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Kickstart Financial Planning LLC](https://advisorcensus.com/firm/kickstart-financial-planning-llc-parker-co-339922) ([md](https://advisorcensus.com/firm/kickstart-financial-planning-llc-parker-co-339922.md)) | 339922 | Parker, CO | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Kindred Financial LLC](https://advisorcensus.com/firm/kindred-financial-llc-lakewood-co-324932) ([md](https://advisorcensus.com/firm/kindred-financial-llc-lakewood-co-324932.md)) | 324932 | Lakewood, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [King Financial Planning & Management, LLC](https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728) ([md](https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728.md)) | 148728 | Colorado Springs, CO | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [KL Zech Investments](https://advisorcensus.com/firm/kl-zech-investments-113656) ([md](https://advisorcensus.com/firm/kl-zech-investments-113656.md)) | 113656 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 27 | % of assets, Fixed fee |
| [Kozak & Tripp Private Asset Management, Inc.](https://advisorcensus.com/firm/kozak-and-tripp-private-asset-management-inc-highlands-ranch-co-298353) ([md](https://advisorcensus.com/firm/kozak-and-tripp-private-asset-management-inc-highlands-ranch-co-298353.md)) | 298353 | Highlands Ranch, CO | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Lampe Financial Group LLC](https://advisorcensus.com/firm/lampe-financial-group-llc-denver-co-328129) ([md](https://advisorcensus.com/firm/lampe-financial-group-llc-denver-co-328129.md)) | 328129 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Larimer Capital Corporation](https://advisorcensus.com/firm/larimer-capital-corporation-denver-co-18189) ([md](https://advisorcensus.com/firm/larimer-capital-corporation-denver-co-18189.md)) | 18189 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets, Hourly, Fixed fee |
| [Lathram Financial Group, LLC](https://advisorcensus.com/firm/lathram-financial-group-llc-avon-co-172358) ([md](https://advisorcensus.com/firm/lathram-financial-group-llc-avon-co-172358.md)) | 172358 | Avon, CO | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Legacy Wealth Partners, LLC](https://advisorcensus.com/firm/legacy-wealth-partners-llc-lakewood-co-333032) ([md](https://advisorcensus.com/firm/legacy-wealth-partners-llc-lakewood-co-333032.md)) | 333032 | Lakewood, CO | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Legionce Investment Advisors, Inc.](https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472) ([md](https://advisorcensus.com/firm/legionce-investment-advisors-inc-englewood-co-112472.md)) | 112472 | Englewood, CO | State-registered investment adviser | Under $25 million | 27 | % of assets, Fixed fee |
| [LEH III Management LLC](https://advisorcensus.com/firm/leh-iii-management-llc-englewood-co-341093) ([md](https://advisorcensus.com/firm/leh-iii-management-llc-englewood-co-341093.md)) | 341093 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee, Other |
| [Liberated Financial](https://advisorcensus.com/firm/liberated-financial-329965) ([md](https://advisorcensus.com/firm/liberated-financial-329965.md)) | 329965 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Lincoln Energy Holdings LLC](https://advisorcensus.com/firm/lincoln-energy-holdings-llc-englewood-co-333026) ([md](https://advisorcensus.com/firm/lincoln-energy-holdings-llc-englewood-co-333026.md)) | 333026 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance fee, Other |
| [Long Green Financial Planning, LLC](https://advisorcensus.com/firm/long-green-financial-planning-llc-fort-collins-co-296782) ([md](https://advisorcensus.com/firm/long-green-financial-planning-llc-fort-collins-co-296782.md)) | 296782 | Fort Collins, CO | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Lucid Financial Planning](https://advisorcensus.com/firm/lucid-financial-planning-nederland-co-343677) ([md](https://advisorcensus.com/firm/lucid-financial-planning-nederland-co-343677.md)) | 343677 | Nederland, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Lunsford Financial Planning, Inc.](https://advisorcensus.com/firm/lunsford-financial-planning-inc-louisville-co-128687) ([md](https://advisorcensus.com/firm/lunsford-financial-planning-inc-louisville-co-128687.md)) | 128687 | Louisville, CO | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Lybis Investing](https://advisorcensus.com/firm/lybis-investing-315770) ([md](https://advisorcensus.com/firm/lybis-investing-315770.md)) | 315770 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Colorado?**
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.

**How many fee-only financial advisors are in Colorado?**
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.

**How many financial advisors in Colorado offer financial planning?**
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.

**Are the financial advisors in Colorado fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Colorado](https://advisorcensus.com/advisors/co) (https://advisorcensus.com/advisors/co.md)
- [Fee-only financial advisors in Colorado](https://advisorcensus.com/advisors/co/fee-only) (https://advisorcensus.com/advisors/co/fee-only.md)
- [Hourly financial advisors in Colorado](https://advisorcensus.com/advisors/co/hourly) (https://advisorcensus.com/advisors/co/hourly.md)
- [Flat-fee financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver/flat-fee) (https://advisorcensus.com/advisors/co/denver/flat-fee.md)
- [Flat-fee financial advisors in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/flat-fee) (https://advisorcensus.com/advisors/co/colorado-springs/flat-fee.md)
- [Flat-fee financial advisors in Boulder, CO](https://advisorcensus.com/advisors/co/boulder/flat-fee) (https://advisorcensus.com/advisors/co/boulder/flat-fee.md)
- [Flat-fee financial advisors in Fort Collins, CO](https://advisorcensus.com/advisors/co/fort-collins/flat-fee) (https://advisorcensus.com/advisors/co/fort-collins/flat-fee.md)
- [Flat-fee financial advisors in Greeley, CO](https://advisorcensus.com/advisors/co/greeley/flat-fee) (https://advisorcensus.com/advisors/co/greeley/flat-fee.md)
- [Flat-fee financial advisors in Grand Junction, CO](https://advisorcensus.com/advisors/co/grand-junction/flat-fee) (https://advisorcensus.com/advisors/co/grand-junction/flat-fee.md)
- [Flat-fee financial advisors in Pueblo, CO](https://advisorcensus.com/advisors/co/pueblo/flat-fee) (https://advisorcensus.com/advisors/co/pueblo/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Colorado: 490 firms from Form ADV filings as of October 2026.