# Flat-fee financial advisors in Colorado

> Find financial advisors in Colorado who charge a fixed fee. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/flat-fee/page/9

## 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 9 of 10, 401 to 450 of 490, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sugden Wealth Management, LLC](https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766) ([md](https://advisorcensus.com/firm/sugden-wealth-management-llc-denver-co-165766.md)) | 165766 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Sullivan & Associates](https://advisorcensus.com/firm/sullivan-and-associates-colorado-springs-co-106570) ([md](https://advisorcensus.com/firm/sullivan-and-associates-colorado-springs-co-106570.md)) | 106570 | Colorado Springs, CO | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Sullivan Financial Planning, LLC](https://advisorcensus.com/firm/sullivan-financial-planning-llc-145349) ([md](https://advisorcensus.com/firm/sullivan-financial-planning-llc-145349.md)) | 145349 | Not reported, Not reported | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee |
| [Summit Hill Wealth Management, LLC](https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740) ([md](https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740.md)) | 296740 | Greenwood Village, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Summit View Capital Advisors](https://advisorcensus.com/firm/summit-view-capital-advisors-306552) ([md](https://advisorcensus.com/firm/summit-view-capital-advisors-306552.md)) | 306552 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | % of assets, Fixed fee |
| [Summit Wealth Group](https://advisorcensus.com/firm/summit-wealth-group-colorado-springs-co-335242) ([md](https://advisorcensus.com/firm/summit-wealth-group-colorado-springs-co-335242.md)) | 335242 | Colorado Springs, CO | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee |
| [Summitpoint Capital Management](https://advisorcensus.com/firm/summitpoint-capital-management-littleton-co-336856) ([md](https://advisorcensus.com/firm/summitpoint-capital-management-littleton-co-336856.md)) | 336856 | Littleton, CO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Sunlight Peaks Financial Partners, LLC](https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251) ([md](https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251.md)) | 315251 | Glenwood Springs, CO | State-registered investment adviser | Not reported | 3 | Fixed fee |
| [Sustainable Wealth Strategies, LLC](https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611) ([md](https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611.md)) | 323611 | Colorado Springs, CO | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee |
| [Swales Financial LLC](https://advisorcensus.com/firm/swales-financial-llc-309033) ([md](https://advisorcensus.com/firm/swales-financial-llc-309033.md)) | 309033 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Swan Wealth Advisors, LLC](https://advisorcensus.com/firm/swan-wealth-advisors-llc-durango-co-292755) ([md](https://advisorcensus.com/firm/swan-wealth-advisors-llc-durango-co-292755.md)) | 292755 | Durango, CO | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Synergy Capital](https://advisorcensus.com/firm/synergy-capital-fort-collins-co-334117) ([md](https://advisorcensus.com/firm/synergy-capital-fort-collins-co-334117.md)) | 334117 | Fort Collins, CO | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Synergy Financial Partners, LLC](https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287) ([md](https://advisorcensus.com/firm/synergy-financial-partners-llc-denver-co-305287.md)) | 305287 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Systematic Wealth Management, Inc.](https://advisorcensus.com/firm/systematic-wealth-management-inc-glenwood-springs-co-326687) ([md](https://advisorcensus.com/firm/systematic-wealth-management-inc-glenwood-springs-co-326687.md)) | 326687 | Glenwood Springs, CO | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Tafoya Barrett and Associates PC](https://advisorcensus.com/firm/tafoya-barrett-and-associates-pc-durango-co-107248) ([md](https://advisorcensus.com/firm/tafoya-barrett-and-associates-pc-durango-co-107248.md)) | 107248 | Durango, CO | State-registered investment adviser | Not reported | 27 | Hourly, Fixed fee |
| [Tailored Tax and Wealth](https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265) ([md](https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265.md)) | 337265 | Parker, CO | State-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Tandem Financial, LLC](https://advisorcensus.com/firm/tandem-financial-llc-greenwood-village-co-292565) ([md](https://advisorcensus.com/firm/tandem-financial-llc-greenwood-village-co-292565.md)) | 292565 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Tangent Financial](https://advisorcensus.com/firm/tangent-financial-311127) ([md](https://advisorcensus.com/firm/tangent-financial-311127.md)) | 311127 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Tara Nolan Advisory Services, Ltd](https://advisorcensus.com/firm/tara-nolan-advisory-services-ltd-peyton-co-154749) ([md](https://advisorcensus.com/firm/tara-nolan-advisory-services-ltd-peyton-co-154749.md)) | 154749 | Peyton, CO | State-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee, Other |
| [Targeted Wealth Solutions](https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131) ([md](https://advisorcensus.com/firm/targeted-wealth-solutions-colorado-springs-co-282131.md)) | 282131 | Colorado Springs, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Taylors Financial](https://advisorcensus.com/firm/taylors-financial-fort-collins-co-323416) ([md](https://advisorcensus.com/firm/taylors-financial-fort-collins-co-323416.md)) | 323416 | Fort Collins, CO | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Ten Talents Financial Planning LLC](https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195) ([md](https://advisorcensus.com/firm/ten-talents-financial-planning-llc-parker-co-297195.md)) | 297195 | Parker, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [The Horst Group, LLC](https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135) ([md](https://advisorcensus.com/firm/the-horst-group-llc-denver-co-321135.md)) | 321135 | Denver, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [The Institute](https://advisorcensus.com/firm/the-institute-denver-co-127207) ([md](https://advisorcensus.com/firm/the-institute-denver-co-127207.md)) | 127207 | Denver, CO | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [The Millstone Evans Group, LLC](https://advisorcensus.com/firm/the-millstone-evans-group-llc-boulder-co-311142) ([md](https://advisorcensus.com/firm/the-millstone-evans-group-llc-boulder-co-311142.md)) | 311142 | Boulder, CO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [The Planners Inc.](https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556) ([md](https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556.md)) | 326556 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [The Real Estate Whisperer(r)](https://advisorcensus.com/firm/the-real-estate-whisperer-r-monument-co-324130) ([md](https://advisorcensus.com/firm/the-real-estate-whisperer-r-monument-co-324130.md)) | 324130 | Monument, CO | State-registered investment adviser | Not reported | 3 | Fixed fee |
| [The Wealth Conservancy, Inc.](https://advisorcensus.com/firm/the-wealth-conservancy-inc-boulder-co-112024) ([md](https://advisorcensus.com/firm/the-wealth-conservancy-inc-boulder-co-112024.md)) | 112024 | Boulder, CO | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Fixed fee, Other |
| [THEPENSION401K](https://advisorcensus.com/firm/thepension401k-buena-vista-co-284453) ([md](https://advisorcensus.com/firm/thepension401k-buena-vista-co-284453.md)) | 284453 | Buena Vista, CO | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA](https://advisorcensus.com/firm/thomas-a-paulson-jr-dba-thomas-a-paulson-jr-cpa-130738) ([md](https://advisorcensus.com/firm/thomas-a-paulson-jr-dba-thomas-a-paulson-jr-cpa-130738.md)) | 130738 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Three Waters Financial](https://advisorcensus.com/firm/three-waters-financial-312566) ([md](https://advisorcensus.com/firm/three-waters-financial-312566.md)) | 312566 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Thrive Financial Management](https://advisorcensus.com/firm/thrive-financial-management-321872) ([md](https://advisorcensus.com/firm/thrive-financial-management-321872.md)) | 321872 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Tifin Give](https://advisorcensus.com/firm/tifin-give-boulder-co-313261) ([md](https://advisorcensus.com/firm/tifin-give-boulder-co-313261.md)) | 313261 | Boulder, CO | SEC-registered investment adviser | $25 million to $100 million | 4 | Fixed fee, Other |
| [Tillman Hartley LLC](https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479) ([md](https://advisorcensus.com/firm/tillman-hartley-llc-denver-co-109479.md)) | 109479 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Fixed fee |
| [To Wealth, LLC](https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594) ([md](https://advisorcensus.com/firm/to-wealth-llc-boulder-co-291594.md)) | 291594 | Boulder, CO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [TOM C. Nelson, PHD, CFP(R) Personal Financial Consultant](https://advisorcensus.com/firm/tom-c-nelson-phd-cfp-r-personal-financial-consultant-145832) ([md](https://advisorcensus.com/firm/tom-c-nelson-phd-cfp-r-personal-financial-consultant-145832.md)) | 145832 | Not reported, Not reported | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee |
| [Tonn Financial Planning](https://advisorcensus.com/firm/tonn-financial-planning-328588) ([md](https://advisorcensus.com/firm/tonn-financial-planning-328588.md)) | 328588 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Toro West Capital Advisors](https://advisorcensus.com/firm/toro-west-capital-advisors-louisville-co-331265) ([md](https://advisorcensus.com/firm/toro-west-capital-advisors-louisville-co-331265.md)) | 331265 | Louisville, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Townsend](https://advisorcensus.com/firm/townsend-westminster-co-113681) ([md](https://advisorcensus.com/firm/townsend-westminster-co-113681.md)) | 113681 | Westminster, CO | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Trailblazer Wealth Management](https://advisorcensus.com/firm/trailblazer-wealth-management-339852) ([md](https://advisorcensus.com/firm/trailblazer-wealth-management-339852.md)) | 339852 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Trailpoint Financial Planning](https://advisorcensus.com/firm/trailpoint-financial-planning-310766) ([md](https://advisorcensus.com/firm/trailpoint-financial-planning-310766.md)) | 310766 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Trailwise Financial Partners, LLC](https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530) ([md](https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530.md)) | 323530 | Golden, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Transamerica Asset Management, Inc.](https://advisorcensus.com/firm/transamerica-asset-management-inc-denver-co-107376) ([md](https://advisorcensus.com/firm/transamerica-asset-management-inc-denver-co-107376.md)) | 107376 | Denver, CO | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee |
| [Trevian Financial](https://advisorcensus.com/firm/trevian-financial-342264) ([md](https://advisorcensus.com/firm/trevian-financial-342264.md)) | 342264 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [TRG Investment Advisors, LLC](https://advisorcensus.com/firm/trg-investment-advisors-llc-denver-co-315629) ([md](https://advisorcensus.com/firm/trg-investment-advisors-llc-denver-co-315629.md)) | 315629 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Trinity Wealth](https://advisorcensus.com/firm/trinity-wealth-aurora-co-325294) ([md](https://advisorcensus.com/firm/trinity-wealth-aurora-co-325294.md)) | 325294 | Aurora, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Triumph Capital Management](https://advisorcensus.com/firm/triumph-capital-management-denver-co-282814) ([md](https://advisorcensus.com/firm/triumph-capital-management-denver-co-282814.md)) | 282814 | Denver, CO | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [True Riches Financial Planning](https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004) ([md](https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004.md)) | 333004 | Denver, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Truevector Wealth Advisors](https://advisorcensus.com/firm/truevector-wealth-advisors-parker-co-339522) ([md](https://advisorcensus.com/firm/truevector-wealth-advisors-parker-co-339522.md)) | 339522 | Parker, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Truthpoint Financial, LLC](https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175) ([md](https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175.md)) | 312175 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 5 | % of assets, 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.