{ "path": "/advisors/co/hourly", "url": "https://advisorcensus.com/advisors/co/hourly/page/4", "page_type": "state_fee", "title": "Hourly financial advisors in Colorado", "filters": {}, "scope_total": 370, "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 370 investment advisory firms with a principal office in Colorado 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.", "about_market": null, "citation": "AdvisorCensus. Hourly financial advisors in Colorado: 370 firms from Form ADV filings as of October 2026.", "total_firms": 370, "page": 4, "total_pages": 8, "sort": "name", "registration_types": { "sec": 134, "state": 236, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 187 }, { "code": "percentage_of_aum", "count": 327 }, { "code": "hourly", "count": 370 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 300 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 14 }, { "code": "other", "count": 26 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 137 }, { "code": "5_to_9", "count": 93 }, { "code": "10_to_19", "count": 83 }, { "code": "20_plus", "count": 57 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 117 }, { "code": "25m_100m", "count": 80 }, { "code": "100m_500m", "count": 91 }, { "code": "500m_1b", "count": 21 }, { "code": "1b_5b", "count": 14 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 42 } ], "firms": [ { "crd_number": 141773, "name": "Helm Investment Management, LLC", "name_as_filed": "HELM INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/helm-investment-management-llc-denver-co-141773", "city": "Denver", "state": "CO", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 116287, "name": "Heritage Planning & Investing Services, LLC", "name_as_filed": "HERITAGE PLANNING & INVESTING SERVICES, LLC", "url": "https://advisorcensus.com/firm/heritage-planning-and-investing-services-llc-louisville-co-116287", "city": "Louisville", "state": "CO", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106151, "name": "High Country Capital Management", "name_as_filed": "HIGH COUNTRY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/high-country-capital-management-montrose-co-106151", "city": "Montrose", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159535, "name": "Highpass Asset Management LLC", "name_as_filed": "HIGHPASS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/highpass-asset-management-llc-denver-co-159535", "city": "Denver", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129971, "name": "Hinds Financial Group Inc", "name_as_filed": "HINDS FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/hinds-financial-group-inc-lakewood-co-129971", "city": "Lakewood", "state": "CO", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337936, "name": "Hoku Partners LLC", "name_as_filed": "HOKU PARTNERS LLC", "url": "https://advisorcensus.com/firm/hoku-partners-llc-337936", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 327700, "name": "Holos Consulting Group, LLC", "name_as_filed": "HOLOS CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/holos-consulting-group-llc-327700", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112091, "name": "IMA Advisory Services, Inc.", "name_as_filed": "IMA ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/ima-advisory-services-inc-denver-co-112091", "city": "Denver", "state": "CO", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329616, "name": "Impact Capital Partners LLC", "name_as_filed": "IMPACT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616", "city": "Greenwood Village", "state": "CO", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291716, "name": "Impactfolio LLC", "name_as_filed": "IMPACTFOLIO LLC", "url": "https://advisorcensus.com/firm/impactfolio-llc-denver-co-291716", "city": "Denver", "state": "CO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299298, "name": "Inclinevest", "name_as_filed": "INCLINEVEST", "url": "https://advisorcensus.com/firm/inclinevest-299298", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 149123, "name": "Infinium Investment Advisors, LLC", "name_as_filed": "INFINIUM INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/infinium-investment-advisors-llc-denver-co-149123", "city": "Denver", "state": "CO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127469, "name": "Innovative Financial, LLC", "name_as_filed": "INNOVATIVE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/innovative-financial-llc-lakewood-co-127469", "city": "Lakewood", "state": "CO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106110, "name": "Innovest Portfolio Solutions LLC", "name_as_filed": "INNOVEST PORTFOLIO SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110", "city": "Denver", "state": "CO", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113422, "name": "Integra Financial, Inc.", "name_as_filed": "INTEGRA FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/integra-financial-inc-greenwood-village-co-113422", "city": "Greenwood Village", "state": "CO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307515, "name": "Integrity First Financial Planning LLC", "name_as_filed": "INTEGRITY FIRST FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/integrity-first-financial-planning-llc-307515", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 115961, "name": "Integrity Prosperity Security (IPS) Strategic Capital", "name_as_filed": "INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL", "url": "https://advisorcensus.com/firm/integrity-prosperity-security-ips-strategic-capital-denver-co-115961", "city": "Denver", "state": "CO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315698, "name": "Intergy Private Wealth, LLC", "name_as_filed": "INTERGY PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/intergy-private-wealth-llc-colorado-springs-co-315698", "city": "Colorado Springs", "state": "CO", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108208, "name": "Investment Research Corp", "name_as_filed": "INVESTMENT RESEARCH CORP", "url": "https://advisorcensus.com/firm/investment-research-corp-denver-co-108208", "city": "Denver", "state": "CO", "years_registered": 54, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317727, "name": "Invictus Private Wealth, LLC", "name_as_filed": "INVICTUS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/invictus-private-wealth-llc-denver-co-317727", "city": "Denver", "state": "CO", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173307, "name": "Iron River Capital LLC", "name_as_filed": "IRON RIVER CAPITAL LLC", "url": "https://advisorcensus.com/firm/iron-river-capital-llc-durango-co-173307", "city": "Durango", "state": "CO", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109978, "name": "Irving Planning & Investments, Ltd.", "name_as_filed": "IRVING PLANNING & INVESTMENTS, LTD.", "url": "https://advisorcensus.com/firm/irving-planning-and-investments-ltd-centennial-co-109978", "city": "Centennial", "state": "CO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153952, "name": "Israel Investment Advisors, LLC", "name_as_filed": "ISRAEL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/israel-investment-advisors-llc-denver-co-153952", "city": "Denver", "state": "CO", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 331483, "name": "J D Atkinson", "name_as_filed": "J D ATKINSON", "url": "https://advisorcensus.com/firm/j-d-atkinson-colorado-springs-co-331483", "city": "Colorado Springs", "state": "CO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113569, "name": "J.F. Williams Co., Inc.", "name_as_filed": "J.F. WILLIAMS CO., INC.", "url": "https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569", "city": "Denver", "state": "CO", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282154, "name": "James Morgan Asset Management, LLC", "name_as_filed": "JAMES MORGAN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/james-morgan-asset-management-llc-broomfield-co-282154", "city": "Broomfield", "state": "CO", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307193, "name": "Jdyeageradvisors", "name_as_filed": "JDYEAGERADVISORS", "url": "https://advisorcensus.com/firm/jdyeageradvisors-307193", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 335009, "name": "Joy Equity Management LLC", "name_as_filed": "JOY EQUITY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/joy-equity-management-llc-boulder-co-335009", "city": "Boulder", "state": "CO", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339922, "name": "Kickstart Financial Planning LLC", "name_as_filed": "KICKSTART FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/kickstart-financial-planning-llc-parker-co-339922", "city": "Parker", "state": "CO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148728, "name": "King Financial Planning & Management, LLC", "name_as_filed": "KING FINANCIAL PLANNING & MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728", "city": "Colorado Springs", "state": "CO", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131835, "name": "Krivacs Capital Management, LLC", "name_as_filed": "KRIVACS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krivacs-capital-management-llc-denver-co-131835", "city": "Denver", "state": "CO", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 328129, "name": "Lampe Financial Group LLC", "name_as_filed": "LAMPE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/lampe-financial-group-llc-denver-co-328129", "city": "Denver", "state": "CO", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 18189, "name": "Larimer Capital Corporation", "name_as_filed": "LARIMER CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/larimer-capital-corporation-denver-co-18189", "city": "Denver", "state": "CO", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329965, "name": "Liberated Financial", "name_as_filed": "LIBERATED FINANCIAL", "url": "https://advisorcensus.com/firm/liberated-financial-329965", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332481, "name": "Lift Asset Management", "name_as_filed": "LIFT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481", "city": "Englewood", "state": "CO", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323922, "name": "Liquidifi", "name_as_filed": "LIQUIDIFI", "url": "https://advisorcensus.com/firm/liquidifi-323922", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "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": 112236, "name": "Loyd Financial Management Inc.", "name_as_filed": "LOYD FINANCIAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/loyd-financial-management-inc-centennial-co-112236", "city": "Centennial", "state": "CO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343677, "name": "Lucid Financial Planning", "name_as_filed": "LUCID FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/lucid-financial-planning-nederland-co-343677", "city": "Nederland", "state": "CO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128687, "name": "Lunsford Financial Planning, Inc.", "name_as_filed": "LUNSFORD FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/lunsford-financial-planning-inc-louisville-co-128687", "city": "Louisville", "state": "CO", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315770, "name": "Lybis Investing", "name_as_filed": "LYBIS INVESTING", "url": "https://advisorcensus.com/firm/lybis-investing-315770", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304810, "name": "Mandala Financial Advisors LLC", "name_as_filed": "MANDALA FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/mandala-financial-advisors-llc-salida-co-304810", "city": "Salida", "state": "CO", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290094, "name": "Margin", "name_as_filed": "MARGIN", "url": "https://advisorcensus.com/firm/margin-denver-co-290094", "city": "Denver", "state": "CO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174817, "name": "Marshall Investment Management, LLC", "name_as_filed": "MARSHALL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/marshall-investment-management-llc-greenwood-village-co-174817", "city": "Greenwood Village", "state": "CO", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324581, "name": 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