{ "path": "/advisors/co/fort-collins", "url": "https://advisorcensus.com/advisors/co/fort-collins", "page_type": "metro", "title": "Financial advisors in Fort Collins, CO", "filters": {}, "scope_total": 40, "faq": [ { "q": "How many financial advisory firms are there in Fort Collins, CO?", "a": "AdvisorCensus lists 40 investment advisory firms with a principal office in the Fort Collins metro area, from Form ADV filings as of October 2026: 15 SEC-registered, 21 state-registered, and 4 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 Fort Collins, CO?", "a": "17 of the 40 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 Fort Collins, CO offer financial planning?", "a": "32 of the 36 firms in Fort Collins, CO 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 Fort Collins, CO 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 17 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 40 investment advisory firms with a principal office in the Fort Collins metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Fort Collins has 40 investment advisory firms with a principal office in the metro area as of October 2026: 15 SEC-registered, 21 state-registered, and 4 exempt reporting advisers. 17 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 20 report under $100 million in regulatory assets under management. The metro area has 154,232 households, 24,306 of them with income of $200,000 or more, or 608 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Fort Collins, CO: 40 firms from Form ADV filings as of October 2026.", "total_firms": 40, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 15, "state": 21, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 17 }, { "code": "percentage_of_aum", "count": 33 }, { "code": "hourly", "count": 24 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 25 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 1 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 9 }, { "code": "25m_100m", "count": 11 }, { "code": "100m_500m", "count": 14 }, { "code": "500m_1b", "count": 0 }, { "code": "1b_5b", "count": 0 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 325809, "name": "Acorn Creek Capital LLC", "name_as_filed": "ACORN CREEK CAPITAL LLC", "url": "https://advisorcensus.com/firm/acorn-creek-capital-llc-fort-collins-co-325809", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340476, "name": "Alpine Trail Management LLC", "name_as_filed": "ALPINE TRAIL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alpine-trail-management-llc-fort-collins-co-340476", "city": "Fort Collins", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134033, "name": "Ascension Financial", "name_as_filed": "ASCENSION FINANCIAL", "url": "https://advisorcensus.com/firm/ascension-financial-fort-collins-co-134033", "city": "Fort Collins", "state": "CO", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330891, "name": "Aspired Wealth", "name_as_filed": "ASPIRED WEALTH", "url": "https://advisorcensus.com/firm/aspired-wealth-loveland-co-330891", "city": "Loveland", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334701, "name": "Balanced Wealth Partners LLC", "name_as_filed": "BALANCED WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/balanced-wealth-partners-llc-fort-collins-co-334701", "city": "Fort Collins", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317366, "name": "Better Pockets Financial", "name_as_filed": "BETTER POCKETS FINANCIAL", "url": "https://advisorcensus.com/firm/better-pockets-financial-fort-collins-co-317366", "city": "Fort Collins", "state": "CO", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154819, "name": "Capstone Pacific Investment Strategies", "name_as_filed": "CAPSTONE PACIFIC INVESTMENT STRATEGIES", "url": "https://advisorcensus.com/firm/capstone-pacific-investment-strategies-fort-collins-co-154819", "city": "Fort Collins", "state": "CO", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312517, "name": "Credentialed Wealth Advisors, LLC", "name_as_filed": "CREDENTIALED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/credentialed-wealth-advisors-llc-johnstown-co-312517", "city": "Johnstown", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 289254, "name": "Fletching Arrows Wealth Management LLC", "name_as_filed": "FLETCHING ARROWS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fletching-arrows-wealth-management-llc-loveland-co-289254", "city": "Loveland", "state": "CO", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 283890, "name": "Fpfoco", "name_as_filed": "FPFOCO", "url": "https://advisorcensus.com/firm/fpfoco-fort-collins-co-283890", "city": "Fort Collins", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283352, "name": "Fruitage Financial LLC", "name_as_filed": "FRUITAGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/fruitage-financial-llc-fort-collins-co-283352", "city": "Fort Collins", "state": "CO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308299, "name": "Growstrong Wealth Strategies", "name_as_filed": "GROWSTRONG WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/growstrong-wealth-strategies-fort-collins-co-308299", "city": "Fort Collins", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 141947, "name": "Guidepost Financial Planning, LLC", "name_as_filed": "GUIDEPOST FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/guidepost-financial-planning-llc-fort-collins-co-141947", "city": "Fort Collins", "state": "CO", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156707, "name": "Haas Capital Management LLC", "name_as_filed": "HAAS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/haas-capital-management-llc-fort-collins-co-156707", "city": "Fort Collins", "state": "CO", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328125, "name": "ICI Fund II", "name_as_filed": "ICI FUND II", "url": "https://advisorcensus.com/firm/ici-fund-ii-fort-collins-co-328125", "city": "Fort Collins", "state": "CO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141853, "name": "Incline Capital Management, LLC", "name_as_filed": "INCLINE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/incline-capital-management-llc-fort-collins-co-141853", "city": "Fort Collins", "state": "CO", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166864, "name": "Indelible Wealth Group", "name_as_filed": "INDELIBLE WEALTH GROUP", "url": "https://advisorcensus.com/firm/indelible-wealth-group-berthoud-co-166864", "city": "Berthoud", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288306, "name": "Innosphere Advisors, Inc.", "name_as_filed": "INNOSPHERE ADVISORS, INC.", "url": "https://advisorcensus.com/firm/innosphere-advisors-inc-fort-collins-co-288306", "city": "Fort Collins", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169889, "name": "JIM Saulnier & Associates, LLC", "name_as_filed": "JIM SAULNIER & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/jim-saulnier-and-associates-llc-fort-collins-co-169889", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146777, "name": "Journey Investments, LLC", "name_as_filed": "JOURNEY INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/journey-investments-llc-loveland-co-146777", "city": "Loveland", "state": "CO", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333996, "name": "JSI Manager LLC", "name_as_filed": "JSI MANAGER LLC", "url": "https://advisorcensus.com/firm/jsi-manager-llc-timnath-co-333996", "city": "Timnath", "state": "CO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310623, "name": "Keystone Financial Services", "name_as_filed": "KEYSTONE FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/keystone-financial-services-loveland-co-310623", "city": "Loveland", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286364, "name": "Kyle S. Scott Financial Planning, Inc.", "name_as_filed": "KYLE S. SCOTT FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/kyle-s-scott-financial-planning-inc-fort-collins-co-286364", "city": "Fort Collins", "state": "CO", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 296782, "name": "Long Green Financial Planning, LLC", "name_as_filed": "LONG GREEN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/long-green-financial-planning-llc-fort-collins-co-296782", "city": "Fort Collins", "state": "CO", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "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": 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": 340157, "name": "Otium Wealth Management", "name_as_filed": "OTIUM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/otium-wealth-management-fort-collins-co-340157", "city": "Fort Collins", "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": 324322, "name": "Reset Financial Planning LLC", "name_as_filed": "RESET FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/reset-financial-planning-llc-fort-collins-co-324322", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342258, "name": "Ripl Wealth", "name_as_filed": "RIPL WEALTH", "url": "https://advisorcensus.com/firm/ripl-wealth-fort-collins-co-342258", "city": "Fort Collins", "state": "CO", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 221532, "name": "RPC Wealth, LLC", "name_as_filed": "RPC WEALTH, LLC", "url": "https://advisorcensus.com/firm/rpc-wealth-llc-loveland-co-221532", "city": "Loveland", "state": "CO", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 284700, "name": "Sample Financial Advisers, LLC", "name_as_filed": "SAMPLE FINANCIAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/sample-financial-advisers-llc-fort-collins-co-284700", "city": "Fort Collins", "state": "CO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334117, "name": "Synergy Capital", "name_as_filed": "SYNERGY CAPITAL", "url": "https://advisorcensus.com/firm/synergy-capital-fort-collins-co-334117", "city": "Fort Collins", "state": "CO", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323416, "name": "Taylors Financial", "name_as_filed": "TAYLORS FINANCIAL", "url": "https://advisorcensus.com/firm/taylors-financial-fort-collins-co-323416", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326556, "name": "The Planners Inc.", "name_as_filed": "THE PLANNERS INC.", "url": "https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556", "city": "Fort Collins", "state": "CO", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133147, "name": "The William Allan Corporation", "name_as_filed": "THE WILLIAM ALLAN CORPORATION", "url": "https://advisorcensus.com/firm/the-william-allan-corporation-fort-collins-co-133147", "city": "Fort Collins", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304084, "name": "Theory Financial", "name_as_filed": "THEORY FINANCIAL", "url": "https://advisorcensus.com/firm/theory-financial-fort-collins-co-304084", "city": "Fort Collins", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284741, "name": "Trail Ridge Investment Advisors, LLC", "name_as_filed": "TRAIL RIDGE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trail-ridge-investment-advisors-llc-fort-collins-co-284741", "city": "Fort Collins", "state": "CO", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 277063, "name": "Unify Wealth Management LLC", "name_as_filed": "UNIFY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/unify-wealth-management-llc-fort-collins-co-277063", "city": "Fort Collins", "state": "CO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300811, "name": "Vital Investment Management LLC", "name_as_filed": "VITAL INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vital-investment-management-llc-loveland-co-300811", "city": "Loveland", "state": "CO", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/co", "label": "Financial advisors in Colorado" }, "metro": { "path": "/advisors/co/fort-collins", "label": "Financial advisors in Fort Collins, CO" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/co/fort-collins/fee-only", "label": "Fee-only financial advisors in Fort Collins, CO", "firm_count": 17 }, { "path": "/advisors/co/fort-collins/flat-fee", "label": "Flat-fee financial advisors in Fort Collins, CO", "firm_count": 25 }, { "path": "/advisors/co/fort-collins/hourly", "label": "Hourly financial advisors in Fort Collins, CO", "firm_count": 24 } ], "niche_pages": [ { "path": "/advisors/co/fort-collins/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Fort Collins, CO" } ] }, "csv": "https://advisorcensus.com/advisors/co/fort-collins.csv", "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" }, "sec_registrations_12_months": { "new_sec_registrations": 0, "sec_registered_at_start": 15, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "No firm here registered with the SEC as an investment adviser over the 12 months to September 1, 2026.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }