# 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/6

## 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 6 of 10, 251 to 300 of 490, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Lynch Financial Group](https://advisorcensus.com/firm/lynch-financial-group-denver-co-326983) ([md](https://advisorcensus.com/firm/lynch-financial-group-denver-co-326983.md)) | 326983 | Denver, CO | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [M.Z. Kark & Associates, Inc](https://advisorcensus.com/firm/m-z-kark-and-associates-inc-denver-co-106627) ([md](https://advisorcensus.com/firm/m-z-kark-and-associates-inc-denver-co-106627.md)) | 106627 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 41 | % of assets, Fixed fee |
| [Maia Wealth](https://advisorcensus.com/firm/maia-wealth-denver-co-292817) ([md](https://advisorcensus.com/firm/maia-wealth-denver-co-292817.md)) | 292817 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Mandala Financial Advisors LLC](https://advisorcensus.com/firm/mandala-financial-advisors-llc-salida-co-304810) ([md](https://advisorcensus.com/firm/mandala-financial-advisors-llc-salida-co-304810.md)) | 304810 | Salida, CO | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Manning Financial Advisors](https://advisorcensus.com/firm/manning-financial-advisors-342088) ([md](https://advisorcensus.com/firm/manning-financial-advisors-342088.md)) | 342088 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Margin](https://advisorcensus.com/firm/margin-denver-co-290094) ([md](https://advisorcensus.com/firm/margin-denver-co-290094.md)) | 290094 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Marshall Investment Management, LLC](https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817) ([md](https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817.md)) | 174817 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Martin, Marcus](https://advisorcensus.com/firm/martin-marcus-324581) ([md](https://advisorcensus.com/firm/martin-marcus-324581.md)) | 324581 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Mathies Financial Partners](https://advisorcensus.com/firm/mathies-financial-partners-pueblo-co-150079) ([md](https://advisorcensus.com/firm/mathies-financial-partners-pueblo-co-150079.md)) | 150079 | Pueblo, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mattern Capital Management, LLC](https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342) ([md](https://advisorcensus.com/firm/mattern-capital-management-llc-lakewood-co-299342.md)) | 299342 | Lakewood, CO | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Maxq Asset Management LLC](https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560) ([md](https://advisorcensus.com/firm/maxq-asset-management-llc-greenwood-village-co-336560.md)) | 336560 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Mercer Global Advisors Inc.](https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363) ([md](https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363.md)) | 147363 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Hourly, Fixed fee, Other |
| [Merels Capital](https://advisorcensus.com/firm/merels-capital-westminster-co-339181) ([md](https://advisorcensus.com/firm/merels-capital-westminster-co-339181.md)) | 339181 | Westminster, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Meritor Capital](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102) ([md](https://advisorcensus.com/firm/meritor-capital-greenwood-village-co-313102.md)) | 313102 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Michaud Capital Management LLC](https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828) ([md](https://advisorcensus.com/firm/michaud-capital-management-llc-denver-co-159828.md)) | 159828 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Fixed fee |
| [Millennial Wealth Management, LLC](https://advisorcensus.com/firm/millennial-wealth-management-llc-broomfield-co-284746) ([md](https://advisorcensus.com/firm/millennial-wealth-management-llc-broomfield-co-284746.md)) | 284746 | Broomfield, CO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Modern Financial](https://advisorcensus.com/firm/modern-financial-monument-co-317409) ([md](https://advisorcensus.com/firm/modern-financial-monument-co-317409.md)) | 317409 | Monument, CO | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Momentum Financial Planning LLC](https://advisorcensus.com/firm/momentum-financial-planning-llc-298861) ([md](https://advisorcensus.com/firm/momentum-financial-planning-llc-298861.md)) | 298861 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Fixed fee |
| [Moneycafe Advisors, LLC](https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121) ([md](https://advisorcensus.com/firm/moneycafe-advisors-llc-denver-co-150121.md)) | 150121 | Denver, CO | State-registered investment adviser | Under $25 million | 16 | Hourly, Fixed fee |
| [Moneyfull](https://advisorcensus.com/firm/moneyfull-denver-co-169821) ([md](https://advisorcensus.com/firm/moneyfull-denver-co-169821.md)) | 169821 | Denver, CO | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Montgomery Financial Planning LLC](https://advisorcensus.com/firm/montgomery-financial-planning-llc-340835) ([md](https://advisorcensus.com/firm/montgomery-financial-planning-llc-340835.md)) | 340835 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Monticello Associates, LLC](https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392) ([md](https://advisorcensus.com/firm/monticello-associates-llc-denver-co-107392.md)) | 107392 | Denver, CO | SEC-registered investment adviser | Not reported | 30 | Fixed fee, Other |
| [More Than Your Money, Inc.](https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058) ([md](https://advisorcensus.com/firm/more-than-your-money-inc-colorado-springs-co-289058.md)) | 289058 | Colorado Springs, CO | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Mutual Advantage, LLC](https://advisorcensus.com/firm/mutual-advantage-llc-112620) ([md](https://advisorcensus.com/firm/mutual-advantage-llc-112620.md)) | 112620 | Not reported, Not reported | State-registered investment adviser | Not reported | 25 | Fixed fee |
| [My Wealth Planners](https://advisorcensus.com/firm/my-wealth-planners-longmont-co-305664) ([md](https://advisorcensus.com/firm/my-wealth-planners-longmont-co-305664.md)) | 305664 | Longmont, CO | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Navigation Wealth Management](https://advisorcensus.com/firm/navigation-wealth-management-fort-collins-co-282640) ([md](https://advisorcensus.com/firm/navigation-wealth-management-fort-collins-co-282640.md)) | 282640 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Nequit Wealth & Investment Management, LLC](https://advisorcensus.com/firm/nequit-wealth-and-investment-management-llc-denver-co-286535) ([md](https://advisorcensus.com/firm/nequit-wealth-and-investment-management-llc-denver-co-286535.md)) | 286535 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Next Chapter Financial, LLC](https://advisorcensus.com/firm/next-chapter-financial-llc-330230) ([md](https://advisorcensus.com/firm/next-chapter-financial-llc-330230.md)) | 330230 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Nilsine Partners, LLC](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694) ([md](https://advisorcensus.com/firm/nilsine-partners-llc-greenwood-village-co-315694.md)) | 315694 | Greenwood Village, CO | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Noble Wealth Management P.B.C.](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607) ([md](https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607.md)) | 322607 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Noble Wealth Partners](https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396) ([md](https://advisorcensus.com/firm/noble-wealth-partners-denver-co-298396.md)) | 298396 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Normandy Capital Management, LLC](https://advisorcensus.com/firm/normandy-capital-management-llc-lakewood-co-142315) ([md](https://advisorcensus.com/firm/normandy-capital-management-llc-lakewood-co-142315.md)) | 142315 | Lakewood, CO | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Oak Street Investments](https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019) ([md](https://advisorcensus.com/firm/oak-street-investments-greenwood-village-co-288019.md)) | 288019 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [Oaktree Financial Planning, LLC](https://advisorcensus.com/firm/oaktree-financial-planning-llc-fort-collins-co-147478) ([md](https://advisorcensus.com/firm/oaktree-financial-planning-llc-fort-collins-co-147478.md)) | 147478 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [One Brick Planning & Consulting, LLC](https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047) ([md](https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047.md)) | 277047 | Greenwood Village, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Opus Financial LLC](https://advisorcensus.com/firm/opus-financial-llc-334279) ([md](https://advisorcensus.com/firm/opus-financial-llc-334279.md)) | 334279 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Orographic Financial Advisors](https://advisorcensus.com/firm/orographic-financial-advisors-avon-co-323980) ([md](https://advisorcensus.com/firm/orographic-financial-advisors-avon-co-323980.md)) | 323980 | Avon, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Otium Wealth Management](https://advisorcensus.com/firm/otium-wealth-management-fort-collins-co-340157) ([md](https://advisorcensus.com/firm/otium-wealth-management-fort-collins-co-340157.md)) | 340157 | Fort Collins, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Outbound Financial](https://advisorcensus.com/firm/outbound-financial-boulder-co-287697) ([md](https://advisorcensus.com/firm/outbound-financial-boulder-co-287697.md)) | 287697 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Owl Creek Wealth Partners](https://advisorcensus.com/firm/owl-creek-wealth-partners-greenwood-village-co-331850) ([md](https://advisorcensus.com/firm/owl-creek-wealth-partners-greenwood-village-co-331850.md)) | 331850 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Pagosa Wealth LLC](https://advisorcensus.com/firm/pagosa-wealth-llc-143408) ([md](https://advisorcensus.com/firm/pagosa-wealth-llc-143408.md)) | 143408 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee |
| [Paller Financial Services, Inc.](https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531) ([md](https://advisorcensus.com/firm/paller-financial-services-inc-centennial-co-161531.md)) | 161531 | Centennial, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Panorama Wealth Advisors](https://advisorcensus.com/firm/panorama-wealth-advisors-greenwood-village-co-324199) ([md](https://advisorcensus.com/firm/panorama-wealth-advisors-greenwood-village-co-324199.md)) | 324199 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Pantile Investments](https://advisorcensus.com/firm/pantile-investments-boulder-co-312696) ([md](https://advisorcensus.com/firm/pantile-investments-boulder-co-312696.md)) | 312696 | Boulder, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Paragon Capital Management](https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147) ([md](https://advisorcensus.com/firm/paragon-capital-management-denver-co-105147.md)) | 105147 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Fixed fee |
| [Paramount Associates Wealth Management](https://advisorcensus.com/firm/paramount-associates-wealth-management-greenwood-village-co-288537) ([md](https://advisorcensus.com/firm/paramount-associates-wealth-management-greenwood-village-co-288537.md)) | 288537 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Park Hill Financial Planning & Investment Management, LLC](https://advisorcensus.com/firm/park-hill-financial-planning-and-investment-management-llc-326639) ([md](https://advisorcensus.com/firm/park-hill-financial-planning-and-investment-management-llc-326639.md)) | 326639 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Parsonex Advisory Services, Inc.](https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275) ([md](https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275.md)) | 160275 | Englewood, CO | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Subscription, Fixed fee |
| [Partners Capital Management, Inc.](https://advisorcensus.com/firm/partners-capital-management-inc-colorado-springs-co-112585) ([md](https://advisorcensus.com/firm/partners-capital-management-inc-colorado-springs-co-112585.md)) | 112585 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Fixed fee, Other |
| [Pathway Financial Advisory, LLC](https://advisorcensus.com/firm/pathway-financial-advisory-llc-edwards-co-336511) ([md](https://advisorcensus.com/firm/pathway-financial-advisory-llc-edwards-co-336511.md)) | 336511 | Edwards, CO | State-registered investment adviser | $25 million to $100 million | 1 | % 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.