{
  "path": "/advisors/co/flat-fee",
  "url": "https://advisorcensus.com/advisors/co/flat-fee/page/6",
  "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": 6,
  "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": 326983,
      "name": "Lynch Financial Group",
      "name_as_filed": "LYNCH FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/lynch-financial-group-denver-co-326983",
      "city": "Denver",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106627,
      "name": "M.Z. Kark & Associates, Inc",
      "name_as_filed": "M.Z. KARK & ASSOCIATES, INC",
      "url": "https://advisorcensus.com/firm/m-z-kark-and-associates-inc-denver-co-106627",
      "city": "Denver",
      "state": "CO",
      "years_registered": 41,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292817,
      "name": "Maia Wealth",
      "name_as_filed": "MAIA WEALTH",
      "url": "https://advisorcensus.com/firm/maia-wealth-denver-co-292817",
      "city": "Denver",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304810,
      "name": "Mandala Financial Advisors LLC",
      "name_as_filed": "MANDALA FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/mandala-financial-advisors-llc-salida-co-304810",
      "city": "Salida",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342088,
      "name": "Manning Financial Advisors",
      "name_as_filed": "MANNING FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/manning-financial-advisors-342088",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290094,
      "name": "Margin",
      "name_as_filed": "MARGIN",
      "url": "https://advisorcensus.com/firm/margin-denver-co-290094",
      "city": "Denver",
      "state": "CO",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174817,
      "name": "Marshall Investment Management, LLC",
      "name_as_filed": "MARSHALL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324581,
      "name": "Martin, Marcus",
      "name_as_filed": "MARTIN, MARCUS",
      "url": "https://advisorcensus.com/firm/martin-marcus-324581",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150079,
      "name": "Mathies Financial Partners",
      "name_as_filed": "MATHIES FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/mathies-financial-partners-pueblo-co-150079",
      "city": "Pueblo",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299342,
      "name": "Mattern Capital Management, LLC",
      "name_as_filed": "MATTERN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336560,
      "name": "Maxq Asset Management LLC",
      "name_as_filed": "MAXQ ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147363,
      "name": "Mercer Global Advisors Inc.",
      "name_as_filed": "MERCER GLOBAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363",
      "city": "Denver",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339181,
      "name": "Merels Capital",
      "name_as_filed": "MERELS CAPITAL",
      "url": "https://advisorcensus.com/firm/merels-capital-westminster-co-339181",
      "city": "Westminster",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313102,
      "name": "Meritor Capital",
      "name_as_filed": "MERITOR CAPITAL",
      "url": "https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159828,
      "name": "Michaud Capital Management LLC",
      "name_as_filed": "MICHAUD CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828",
      "city": "Denver",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284746,
      "name": "Millennial Wealth Management, LLC",
      "name_as_filed": "MILLENNIAL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/millennial-wealth-management-llc-broomfield-co-284746",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317409,
      "name": "Modern Financial",
      "name_as_filed": "MODERN FINANCIAL",
      "url": "https://advisorcensus.com/firm/modern-financial-monument-co-317409",
      "city": "Monument",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298861,
      "name": "Momentum Financial Planning LLC",
      "name_as_filed": "MOMENTUM FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/momentum-financial-planning-llc-298861",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150121,
      "name": "Moneycafe Advisors, LLC",
      "name_as_filed": "MONEYCAFE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121",
      "city": "Denver",
      "state": "CO",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169821,
      "name": "Moneyfull",
      "name_as_filed": "MONEYFULL",
      "url": "https://advisorcensus.com/firm/moneyfull-denver-co-169821",
      "city": "Denver",
      "state": "CO",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340835,
      "name": "Montgomery Financial Planning LLC",
      "name_as_filed": "MONTGOMERY FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/montgomery-financial-planning-llc-340835",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107392,
      "name": "Monticello Associates, LLC",
      "name_as_filed": "MONTICELLO ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392",
      "city": "Denver",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289058,
      "name": "More Than Your Money, Inc.",
      "name_as_filed": "MORE THAN YOUR MONEY, INC.",
      "url": "https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112620,
      "name": "Mutual Advantage, LLC",
      "name_as_filed": "MUTUAL ADVANTAGE, LLC",
      "url": "https://advisorcensus.com/firm/mutual-advantage-llc-112620",
      "city": null,
      "state": null,
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305664,
      "name": "My Wealth Planners",
      "name_as_filed": "MY WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/my-wealth-planners-longmont-co-305664",
      "city": "Longmont",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282640,
      "name": "Navigation Wealth Management",
      "name_as_filed": "NAVIGATION WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/navigation-wealth-management-fort-collins-co-282640",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286535,
      "name": "Nequit Wealth & Investment Management, LLC",
      "name_as_filed": "NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/nequit-wealth-and-investment-management-llc-denver-co-286535",
      "city": "Denver",
      "state": "CO",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330230,
      "name": "Next Chapter Financial, LLC",
      "name_as_filed": "NEXT CHAPTER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/next-chapter-financial-llc-330230",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315694,
      "name": "Nilsine Partners, LLC",
      "name_as_filed": "NILSINE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322607,
      "name": "Noble Wealth Management P.B.C.",
      "name_as_filed": "NOBLE WEALTH MANAGEMENT P.B.C.",
      "url": "https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298396,
      "name": "Noble Wealth Partners",
      "name_as_filed": "NOBLE WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142315,
      "name": "Normandy Capital Management, LLC",
      "name_as_filed": "NORMANDY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/normandy-capital-management-llc-lakewood-co-142315",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288019,
      "name": "Oak Street Investments",
      "name_as_filed": "OAK STREET INVESTMENTS",
      "url": "https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147478,
      "name": "Oaktree Financial Planning, LLC",
      "name_as_filed": "OAKTREE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/oaktree-financial-planning-llc-fort-collins-co-147478",
      "city": "Fort Collins",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277047,
      "name": "One Brick Planning & Consulting, LLC",
      "name_as_filed": "ONE BRICK PLANNING & CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334279,
      "name": "Opus Financial LLC",
      "name_as_filed": "OPUS FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/opus-financial-llc-334279",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323980,
      "name": "Orographic Financial Advisors",
      "name_as_filed": "OROGRAPHIC FINANCIAL ADVISORS",
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      "crd_number": 143408,
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      "crd_number": 161531,
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      "crd_number": 324199,
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    },
    {
      "crd_number": 312696,
      "name": "Pantile Investments",
      "name_as_filed": "PANTILE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/pantile-investments-boulder-co-312696",
      "city": "Boulder",
      "state": "CO",
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    {
      "crd_number": 105147,
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      "name_as_filed": "PARAGON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147",
      "city": "Denver",
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    },
    {
      "crd_number": 288537,
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      "name_as_filed": "PARAMOUNT ASSOCIATES WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/paramount-associates-wealth-management-greenwood-village-co-288537",
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    },
    {
      "crd_number": 326639,
      "name": "Park Hill Financial Planning & Investment Management, LLC",
      "name_as_filed": "PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/park-hill-financial-planning-and-investment-management-llc-326639",
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    {
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      "name_as_filed": "PARSONEX ADVISORY SERVICES, INC.",
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      ],
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    },
    {
      "crd_number": 336511,
      "name": "Pathway Financial Advisory, LLC",
      "name_as_filed": "PATHWAY FINANCIAL ADVISORY, LLC",
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    "state": {
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      "label": "Financial advisors in Colorado"
    },
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      {
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      {
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      {
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      {
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      {
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      {
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      },
      {
        "path": "/advisors/co/pueblo/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Pueblo, CO"
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    ]
  },
  "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"
  }
}