# Hourly financial advisors in Colorado

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/co/hourly/page/7

## At a glance

- Investment advisory firms: 370
- Registration: SEC-registered investment adviser: 134, State-registered investment adviser: 236
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 187 (51%); Percentage of assets 327 (88%); Hourly charges 370 (100%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 300 (81%); Commissions 12 (3%); Performance-based fees 14 (4%); Other 26 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 117 (32%); $25 million to $100 million 80 (22%); $100 million to $500 million 91 (25%); $500 million to $1 billion 21 (6%); $1 billion to $5 billion 14 (4%); Over $5 billion 5 (1%); Not reported 42 (11%)
- Years registered: Under 5 years 137 (37%); 5 to 9 years 93 (25%); 10 to 19 years 83 (22%); 20 years or more 57 (15%)

## Firms (page 7 of 8, 301 to 350 of 370, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Star Financial Services](https://advisorcensus.com/firm/star-financial-services-128021) ([md](https://advisorcensus.com/firm/star-financial-services-128021.md)) | 128021 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Steele Street Private Wealth Management](https://advisorcensus.com/firm/steele-street-private-wealth-management-denver-co-299856) ([md](https://advisorcensus.com/firm/steele-street-private-wealth-management-denver-co-299856.md)) | 299856 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Stonebridge Financial Solutions, Inc](https://advisorcensus.com/firm/stonebridge-financial-solutions-inc-lone-tree-co-139911) ([md](https://advisorcensus.com/firm/stonebridge-financial-solutions-inc-lone-tree-co-139911.md)) | 139911 | Lone Tree, CO | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Other |
| [Stordahl Capital Management, Inc.](https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916) ([md](https://advisorcensus.com/firm/stordahl-capital-management-inc-greenwood-village-co-287916.md)) | 287916 | Greenwood Village, CO | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly |
| [Strategic Wealth Partners, LLC](https://advisorcensus.com/firm/strategic-wealth-partners-llc-156670) ([md](https://advisorcensus.com/firm/strategic-wealth-partners-llc-156670.md)) | 156670 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Strong Mountains Financial Planning](https://advisorcensus.com/firm/strong-mountains-financial-planning-341923) ([md](https://advisorcensus.com/firm/strong-mountains-financial-planning-341923.md)) | 341923 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Stubbs Investments, LLC](https://advisorcensus.com/firm/stubbs-investments-llc-300781) ([md](https://advisorcensus.com/firm/stubbs-investments-llc-300781.md)) | 300781 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 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 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 |
| [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 |
| [Tier One Wealth Management](https://advisorcensus.com/firm/tier-one-wealth-management-lone-tree-co-322893) ([md](https://advisorcensus.com/firm/tier-one-wealth-management-lone-tree-co-322893.md)) | 322893 | Lone Tree, CO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Tucker Asset Management LLC](https://advisorcensus.com/firm/tucker-asset-management-llc-littleton-co-174844) ([md](https://advisorcensus.com/firm/tucker-asset-management-llc-littleton-co-174844.md)) | 174844 | Littleton, CO | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly |
| [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 |
| [Unity Wealth Strategies](https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777) ([md](https://advisorcensus.com/firm/unity-wealth-strategies-colorado-springs-co-332777.md)) | 332777 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Vanderheiden Financial](https://advisorcensus.com/firm/vanderheiden-financial-145755) ([md](https://advisorcensus.com/firm/vanderheiden-financial-145755.md)) | 145755 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [Vanguard Capital](https://advisorcensus.com/firm/vanguard-capital-denver-co-285052) ([md](https://advisorcensus.com/firm/vanguard-capital-denver-co-285052.md)) | 285052 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Vantalith Wealth](https://advisorcensus.com/firm/vantalith-wealth-colorado-springs-co-342746) ([md](https://advisorcensus.com/firm/vantalith-wealth-colorado-springs-co-342746.md)) | 342746 | Colorado Springs, CO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Vascorp Wealth Advisors](https://advisorcensus.com/firm/vascorp-wealth-advisors-arvada-co-115643) ([md](https://advisorcensus.com/firm/vascorp-wealth-advisors-arvada-co-115643.md)) | 115643 | Arvada, CO | State-registered investment adviser | Under $25 million | 27 | % 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 |
| [VSI Capital Group](https://advisorcensus.com/firm/vsi-capital-group-foxfield-co-334566) ([md](https://advisorcensus.com/firm/vsi-capital-group-foxfield-co-334566.md)) | 334566 | Foxfield, CO | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Walsh Financial Solutions, LLC](https://advisorcensus.com/firm/walsh-financial-solutions-llc-arvada-co-133589) ([md](https://advisorcensus.com/firm/walsh-financial-solutions-llc-arvada-co-133589.md)) | 133589 | Arvada, CO | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee |
| [Wapg, LLC](https://advisorcensus.com/firm/wapg-llc-littleton-co-113824) ([md](https://advisorcensus.com/firm/wapg-llc-littleton-co-113824.md)) | 113824 | Littleton, CO | State-registered investment adviser | Not reported | 19 | % of assets, Hourly, Fixed fee, Commissions |
| [Wealth Acumen, Inc.](https://advisorcensus.com/firm/wealth-acumen-inc-133475) ([md](https://advisorcensus.com/firm/wealth-acumen-inc-133475.md)) | 133475 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Wealth Engineers, LLC](https://advisorcensus.com/firm/wealth-engineers-llc-denver-co-168578) ([md](https://advisorcensus.com/firm/wealth-engineers-llc-denver-co-168578.md)) | 168578 | Denver, CO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, 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)
- [Flat-fee financial advisors in Colorado](https://advisorcensus.com/advisors/co/flat-fee) (https://advisorcensus.com/advisors/co/flat-fee.md)
- [Hourly financial advisors in Denver, CO](https://advisorcensus.com/advisors/co/denver/hourly) (https://advisorcensus.com/advisors/co/denver/hourly.md)
- [Hourly financial advisors in Colorado Springs, CO](https://advisorcensus.com/advisors/co/colorado-springs/hourly) (https://advisorcensus.com/advisors/co/colorado-springs/hourly.md)
- [Hourly financial advisors in Fort Collins, CO](https://advisorcensus.com/advisors/co/fort-collins/hourly) (https://advisorcensus.com/advisors/co/fort-collins/hourly.md)
- [Hourly financial advisors in Boulder, CO](https://advisorcensus.com/advisors/co/boulder/hourly) (https://advisorcensus.com/advisors/co/boulder/hourly.md)
- [Hourly financial advisors in Greeley, CO](https://advisorcensus.com/advisors/co/greeley/hourly) (https://advisorcensus.com/advisors/co/greeley/hourly.md)
- [Hourly financial advisors in Pueblo, CO](https://advisorcensus.com/advisors/co/pueblo/hourly) (https://advisorcensus.com/advisors/co/pueblo/hourly.md)
- [Hourly financial advisors in Grand Junction, CO](https://advisorcensus.com/advisors/co/grand-junction/hourly) (https://advisorcensus.com/advisors/co/grand-junction/hourly.md)

Cite as: AdvisorCensus. Hourly financial advisors in Colorado: 370 firms from Form ADV filings as of October 2026.