# Hourly financial advisors in Fort Collins, CO

> AdvisorCensus lists 24 investment advisory firms with a principal office in the Fort Collins metro area that report hourly charges 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/fort-collins/hourly

## At a glance

- Investment advisory firms: 24
- Registration: SEC-registered investment adviser: 10, State-registered investment adviser: 14
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 8 (33%); Percentage of assets 21 (88%); Hourly charges 24 (100%); Fixed fees 19 (79%); Commissions 1 (4%); Other 6 (25%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (17%); $25 million to $100 million 8 (33%); $100 million to $500 million 10 (42%); Not reported 2 (8%)
- Years registered: Under 5 years 9 (38%); 5 to 9 years 9 (38%); 10 to 19 years 6 (25%)

## Firms (page 1 of 1, 1 to 24 of 24, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acorn Creek Capital LLC](https://advisorcensus.com/firm/acorn-creek-capital-llc-fort-collins-co-325809) ([md](https://advisorcensus.com/firm/acorn-creek-capital-llc-fort-collins-co-325809.md)) | 325809 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Aspired Wealth](https://advisorcensus.com/firm/aspired-wealth-loveland-co-330891) ([md](https://advisorcensus.com/firm/aspired-wealth-loveland-co-330891.md)) | 330891 | Loveland, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Better Pockets Financial](https://advisorcensus.com/firm/better-pockets-financial-fort-collins-co-317366) ([md](https://advisorcensus.com/firm/better-pockets-financial-fort-collins-co-317366.md)) | 317366 | Fort Collins, CO | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Capstone Pacific Investment Strategies](https://advisorcensus.com/firm/capstone-pacific-investment-strategies-fort-collins-co-154819) ([md](https://advisorcensus.com/firm/capstone-pacific-investment-strategies-fort-collins-co-154819.md)) | 154819 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Credentialed Wealth Advisors, LLC](https://advisorcensus.com/firm/credentialed-wealth-advisors-llc-johnstown-co-312517) ([md](https://advisorcensus.com/firm/credentialed-wealth-advisors-llc-johnstown-co-312517.md)) | 312517 | Johnstown, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Other |
| [Fletching Arrows Wealth Management LLC](https://advisorcensus.com/firm/fletching-arrows-wealth-management-llc-loveland-co-289254) ([md](https://advisorcensus.com/firm/fletching-arrows-wealth-management-llc-loveland-co-289254.md)) | 289254 | Loveland, CO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Commissions |
| [Fruitage Financial LLC](https://advisorcensus.com/firm/fruitage-financial-llc-fort-collins-co-283352) ([md](https://advisorcensus.com/firm/fruitage-financial-llc-fort-collins-co-283352.md)) | 283352 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Growstrong Wealth Strategies](https://advisorcensus.com/firm/growstrong-wealth-strategies-fort-collins-co-308299) ([md](https://advisorcensus.com/firm/growstrong-wealth-strategies-fort-collins-co-308299.md)) | 308299 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Guidepost Financial Planning, LLC](https://advisorcensus.com/firm/guidepost-financial-planning-llc-fort-collins-co-141947) ([md](https://advisorcensus.com/firm/guidepost-financial-planning-llc-fort-collins-co-141947.md)) | 141947 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Indelible Wealth Group](https://advisorcensus.com/firm/indelible-wealth-group-berthoud-co-166864) ([md](https://advisorcensus.com/firm/indelible-wealth-group-berthoud-co-166864.md)) | 166864 | Berthoud, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [JIM Saulnier & Associates, LLC](https://advisorcensus.com/firm/jim-saulnier-and-associates-llc-fort-collins-co-169889) ([md](https://advisorcensus.com/firm/jim-saulnier-and-associates-llc-fort-collins-co-169889.md)) | 169889 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Journey Investments, LLC](https://advisorcensus.com/firm/journey-investments-llc-loveland-co-146777) ([md](https://advisorcensus.com/firm/journey-investments-llc-loveland-co-146777.md)) | 146777 | Loveland, CO | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee, Other |
| [Kyle S. Scott Financial Planning, Inc.](https://advisorcensus.com/firm/kyle-s-scott-financial-planning-inc-fort-collins-co-286364) ([md](https://advisorcensus.com/firm/kyle-s-scott-financial-planning-inc-fort-collins-co-286364.md)) | 286364 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [Long Green Financial Planning, LLC](https://advisorcensus.com/firm/long-green-financial-planning-llc-fort-collins-co-296782) ([md](https://advisorcensus.com/firm/long-green-financial-planning-llc-fort-collins-co-296782.md)) | 296782 | Fort Collins, CO | State-registered investment adviser | Not reported | 8 | Hourly, 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 |
| [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 |
| [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 |
| [Perspective Wealth Advisors](https://advisorcensus.com/firm/perspective-wealth-advisors-loveland-co-332574) ([md](https://advisorcensus.com/firm/perspective-wealth-advisors-loveland-co-332574.md)) | 332574 | Loveland, CO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Reset Financial Planning LLC](https://advisorcensus.com/firm/reset-financial-planning-llc-fort-collins-co-324322) ([md](https://advisorcensus.com/firm/reset-financial-planning-llc-fort-collins-co-324322.md)) | 324322 | Fort Collins, CO | State-registered investment adviser | Under $25 million | 3 | Hourly, 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 William Allan Corporation](https://advisorcensus.com/firm/the-william-allan-corporation-fort-collins-co-133147) ([md](https://advisorcensus.com/firm/the-william-allan-corporation-fort-collins-co-133147.md)) | 133147 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Trail Ridge Investment Advisors, LLC](https://advisorcensus.com/firm/trail-ridge-investment-advisors-llc-fort-collins-co-284741) ([md](https://advisorcensus.com/firm/trail-ridge-investment-advisors-llc-fort-collins-co-284741.md)) | 284741 | Fort Collins, CO | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Other |
| [Unify Wealth Management LLC](https://advisorcensus.com/firm/unify-wealth-management-llc-fort-collins-co-277063) ([md](https://advisorcensus.com/firm/unify-wealth-management-llc-fort-collins-co-277063.md)) | 277063 | Fort Collins, CO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Vital Investment Management LLC](https://advisorcensus.com/firm/vital-investment-management-llc-loveland-co-300811) ([md](https://advisorcensus.com/firm/vital-investment-management-llc-loveland-co-300811.md)) | 300811 | Loveland, CO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |

## Questions people ask

**How many financial advisory firms are there in Fort Collins, CO?**
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.

**How many fee-only financial advisors are in Fort Collins, CO?**
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.

**How many financial advisors in Fort Collins, CO offer financial planning?**
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.

**Are the financial advisors in Fort Collins, CO 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 17 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

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- [Financial advisors in Fort Collins, CO](https://advisorcensus.com/advisors/co/fort-collins) (https://advisorcensus.com/advisors/co/fort-collins.md)
- [Hourly financial advisors in Colorado](https://advisorcensus.com/advisors/co/hourly) (https://advisorcensus.com/advisors/co/hourly.md)
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Cite as: AdvisorCensus. Hourly financial advisors in Fort Collins, CO: 24 firms from Form ADV filings as of October 2026.