{
  "path": "/advisors/co/flat-fee",
  "url": "https://advisorcensus.com/advisors/co/flat-fee/page/7",
  "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": 7,
  "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": 333127,
      "name": "PCM Encore, LLC",
      "name_as_filed": "PCM ENCORE, LLC",
      "url": "https://advisorcensus.com/firm/pcm-encore-llc-aspen-co-333127",
      "city": "Aspen",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289067,
      "name": "Peace of Mind Financial Planning, Inc",
      "name_as_filed": "PEACE OF MIND FINANCIAL PLANNING, INC",
      "url": "https://advisorcensus.com/firm/peace-of-mind-financial-planning-inc-colorado-springs-co-289067",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334541,
      "name": "Peacock Financial, LLC",
      "name_as_filed": "PEACOCK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/peacock-financial-llc-334541",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106944,
      "name": "Peak Asset Management, LLC",
      "name_as_filed": "PEAK ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peak-asset-management-llc-louisville-co-106944",
      "city": "Louisville",
      "state": "CO",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141488,
      "name": "Peak Capital Management, LLC",
      "name_as_filed": "PEAK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peak-capital-management-llc-greenwood-village-co-141488",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115207,
      "name": "Peak Financial Advisors",
      "name_as_filed": "PEAK FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/peak-financial-advisors-denver-co-115207",
      "city": "Denver",
      "state": "CO",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305485,
      "name": "Peak Financial Guidance LLC",
      "name_as_filed": "PEAK FINANCIAL GUIDANCE LLC",
      "url": "https://advisorcensus.com/firm/peak-financial-guidance-llc-greenwood-village-co-305485",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281223,
      "name": "Peak Financial Management, Inc.",
      "name_as_filed": "PEAK FINANCIAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/peak-financial-management-inc-broomfield-co-281223",
      "city": "Broomfield",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289891,
      "name": "Peak Planning Group, LLC",
      "name_as_filed": "PEAK PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/peak-planning-group-llc-centennial-co-289891",
      "city": "Centennial",
      "state": "CO",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226659,
      "name": "Peakstone Wealth Management, LLC",
      "name_as_filed": "PEAKSTONE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/peakstone-wealth-management-llc-226659",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343191,
      "name": "Perla Wealth LLC",
      "name_as_filed": "PERLA WEALTH LLC",
      "url": "https://advisorcensus.com/firm/perla-wealth-llc-denver-co-343191",
      "city": "Denver",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332574,
      "name": "Perspective Wealth Advisors",
      "name_as_filed": "PERSPECTIVE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/perspective-wealth-advisors-loveland-co-332574",
      "city": "Loveland",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107196,
      "name": "Petra Financial Advisors Inc",
      "name_as_filed": "PETRA FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/petra-financial-advisors-inc-colorado-springs-co-107196",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 35,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331675,
      "name": "Planwiser Financial",
      "name_as_filed": "PLANWISER FINANCIAL",
      "url": "https://advisorcensus.com/firm/planwiser-financial-colorado-springs-co-331675",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158954,
      "name": "Platte West Wealth Management, LLC",
      "name_as_filed": "PLATTE WEST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/platte-west-wealth-management-llc-158954",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157135,
      "name": "Premier Wealth Solutions, LLC",
      "name_as_filed": "PREMIER WEALTH SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/premier-wealth-solutions-llc-lakewood-co-157135",
      "city": "Lakewood",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328699,
      "name": "Presidio Advisors, LLC",
      "name_as_filed": "PRESIDIO ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/presidio-advisors-llc-denver-co-328699",
      "city": "Denver",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309653,
      "name": "Primark Advisors, LLC",
      "name_as_filed": "PRIMARK ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/primark-advisors-llc-denver-co-309653",
      "city": "Denver",
      "state": "CO",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113703,
      "name": "Prime Financial Strategies, Inc.",
      "name_as_filed": "PRIME FINANCIAL STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/prime-financial-strategies-inc-colorado-springs-co-113703",
      "city": "Colorado Springs",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165806,
      "name": "Priority Financial Partners",
      "name_as_filed": "PRIORITY FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/priority-financial-partners-durango-co-165806",
      "city": "Durango",
      "state": "CO",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172613,
      "name": "Private Client Wealth Advisors, LLC",
      "name_as_filed": "PRIVATE CLIENT WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/private-client-wealth-advisors-llc-denver-co-172613",
      "city": "Denver",
      "state": "CO",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339719,
      "name": "Profiscal Wealth LLC",
      "name_as_filed": "PROFISCAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/profiscal-wealth-llc-highlands-ranch-co-339719",
      "city": "Highlands Ranch",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329724,
      "name": "Proper Money Management LLC",
      "name_as_filed": "PROPER MONEY MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/proper-money-management-llc-arvada-co-329724",
      "city": "Arvada",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335298,
      "name": "Protocol Wealth, LLC",
      "name_as_filed": "PROTOCOL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/protocol-wealth-llc-denver-co-335298",
      "city": "Denver",
      "state": "CO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281852,
      "name": "Prudent Wealthcare",
      "name_as_filed": "PRUDENT WEALTHCARE",
      "url": "https://advisorcensus.com/firm/prudent-wealthcare-monument-co-281852",
      "city": "Monument",
      "state": "CO",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159189,
      "name": "Ptma Investment Advisors",
      "name_as_filed": "PTMA INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/ptma-investment-advisors-denver-co-159189",
      "city": "Denver",
      "state": "CO",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338839,
      "name": "Pulliam Family Office, LLC",
      "name_as_filed": "PULLIAM FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/pulliam-family-office-llc-crested-butte-co-338839",
      "city": "Crested Butte",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328934,
      "name": "Purpose Wealth",
      "name_as_filed": "PURPOSE WEALTH",
      "url": "https://advisorcensus.com/firm/purpose-wealth-328934",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340519,
      "name": "Q2 Financial",
      "name_as_filed": "Q2 FINANCIAL",
      "url": "https://advisorcensus.com/firm/q2-financial-eastlake-co-340519",
      "city": "Eastlake",
      "state": "CO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284220,
      "name": "Q3 Advisors, LLC",
      "name_as_filed": "Q3 ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/q3-advisors-llc-arvada-co-284220",
      "city": "Arvada",
      "state": "CO",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112707,
      "name": "R. Kent Harris and Associates, Ltd.",
      "name_as_filed": "R. KENT HARRIS AND ASSOCIATES, LTD.",
      "url": "https://advisorcensus.com/firm/r-kent-harris-and-associates-ltd-greenwood-village-co-112707",
      "city": "Greenwood Village",
      "state": "CO",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154627,
      "name": "Red Meadow Advisors, LLC",
      "name_as_filed": "RED MEADOW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/red-meadow-advisors-llc-littleton-co-154627",
      "city": "Littleton",
      "state": "CO",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174672,
      "name": "Red Mountain Financial Partners",
      "name_as_filed": "RED MOUNTAIN FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/red-mountain-financial-partners-durango-co-174672",
      "city": "Durango",
      "state": "CO",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329622,
      "name": "Reflective Financial",
      "name_as_filed": "REFLECTIVE FINANCIAL",
      "url": "https://advisorcensus.com/firm/reflective-financial-329622",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326555,
      "name": "Regista Financial Strategies, LLC",
      "name_as_filed": "REGISTA FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/regista-financial-strategies-llc-denver-co-326555",
      "city": "Denver",
      "state": "CO",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304902,
      "name": "Replica Wealth Advisors Inc",
      "name_as_filed": "REPLICA WEALTH ADVISORS INC",
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    {
      "crd_number": 342439,
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      "name_as_filed": "RISE UP PLANNING, LLC",
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    {
      "crd_number": 342509,
      "name": "Rising Femme Wealth",
      "name_as_filed": "RISING FEMME WEALTH",
      "url": "https://advisorcensus.com/firm/rising-femme-wealth-crested-butte-co-342509",
      "city": "Crested Butte",
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    {
      "crd_number": 145220,
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      "name_as_filed": "ROBINSON CAPITAL MANAGEMENT LLC",
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    {
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    {
      "crd_number": 326161,
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      "name_as_filed": "ROOTS FIRST WEALTH MANAGEMENT",
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      {
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      },
      {
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      {
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      {
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      {
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        "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"
  }
}