What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Denver, CO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Denver, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Matthew Elliott
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning
Your Lifelong Financial Thinking Partner. Serving Denver, the Colorado Front Range, and Virtually Nationwide Since 1995.
Eric Walters
CFA®, CFP®
Summit Hill Wealth Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Exit Planning for Business Owners, Executive Compensation
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jennifer Litsas
CFP®
Moneta
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning
We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.
Trent Porter
CFP®, CPA
Priority Financial Partners
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Meet your partner for a better, more secure financial future...
Will Brennan
CFA, CFP®
Park Hill Financial Planning & Investment Management
Denver, CO
Specialties: Tax Planning, Equity-Based Compensation, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Investment Management
Fee-Only financial planner located in Denver's Park Hill neighborhood, we serve clients locally and virtually nationwide.
Reuben J. Brauer
CFP®
Cornerstone Financial Group, LLC
Denver, CO
Specialties: Investment Advice, Preparing for Retirement, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
Nick Hatfield
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Liz Cady
CFA®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Steven Smith
CFP®, JD
Right Path Investments
Frisco, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Frisco, CO, serving clients locally and across the country
Leyder "Aiden" Murillo
CFP®, SE-AWMA™, MBA
Wolfpack Wealth Management
Denver, CO
Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis, Tax Planning/Optimization Strategies
Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.
Rebecca Kennedy
CFP®
IMPACTfolio®
Denver, CO
Specialties: Comprehensive Financial Planning, Environmental, Social & Governance Investing, Retirement Planning, Tax Planning, Investment Management
At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Jim Barnum
Bright Road Wealth Management
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Andy Thomas
CFP®, CPA
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Divorce Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Jayson Owens
CFP®
Bright Road Wealth Management
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
Julie McDaniel
CFP®
IMPACTfolio®
Denver, CO
Specialties: Holistic Financial Planning, College Education Planning, Cash Flow Planning, Tax Planning, Wealth Management, Investment Management, Environmental, Social, and Governance (ESG) Investing
Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Justin Arnold
CFP®, RICP®
WashPark Capital
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Christian Fontal
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Adam Van Wert
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Jon Moore
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michelle Francis
Life Story Financial
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Financial Advice
Fee-Only Financial Advisor for Women
Gabriel Motta
CFP®, MBA
Inclinevest®
Golden, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
Rachel Seaton
ChFC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Rene Bruer
CFP®, MBA
Smith Bruer Advisors
Colorado Springs, CO
Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning
You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.
Eric Courage
CFA®, CFP®, CAIA®
MARGIN
Denver, CO
Specialties: Wealth Management, Tax Minimization Strategies, Equity Compensation, Retirement Planning, Investment Management
Wealth Management & Tax Minimization Planning for Corporate Executives and Ultra High Income Professionals
Holly Pickens
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Ryan Halvorson
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Erik Baskin
CFP®, CEPA®, MQFP®
Baskin Financial Planning
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow and Debt Planning
Fee-Only financial planner serving clients locally and across the country with comprehensive financial planning and investment management.
Zack Gutches
CFP®, CPA
True Riches Financial Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Equity Compensation, Student Loan Strategy, Investment Management, Tax Preparation / Filing, College Education Planning, Tax Planning, Employer Benefits Optimization, Estate Plans
Flat-Fee Financial Planner & Tax Preparer specializing in helping $250k+ earning Christian professionals and families in their 30s - 50's
Betty Wang
CFP®, RICP®
BW Financial Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning
We help women retire with confidence and clarity. Success for women is not just measured by numbers, but by the quality of our lives and the balance we create.
Scott Arnold
CFP®
IMPACTfolio®
Denver, CO
Specialties: Wealth Management, Holistic Financial Planning, Investment Management, Retirement Income Planning, Tax Planning
At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Dustin Bell
MBA
Reflective Financial
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Investment Advice, Cashflow & Budgeting, Savings Strategies: Retirement/College, Tax Planning, Risk Management
Fee-Only financial planner in Denver, CO, offering financial planning and investment advice to clients locally and nationwide.
Steve Cruice
CPA, CFP®
Simply Steward
Highlands Ranch, CO
Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management and Advice, Small Business Planning, Retirement Income Planning
Tax-Focused, Stewardship-Minded, Fee-Only Fiduciary Advice - Serving clients in the Denver Metro Area and Virtually Across the Country
Josh Radman
EA, MBA
Presidio Advisors LLC
Denver, CO
Specialties: Tax Planning & Optimization, Equity Compensation, Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, Alternative Minimum Tax (AMT), Regret Minimization
Tax-Efficient Financial Planning for Millennials with Equity Compensation.
Stephanie McElheny
CFP®, EA, CMSA®, ChSNC®™, PFPS™, CFC®™
Aspen Wealth Strategies
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Special Needs
Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.
Jacob Milder
CFP®, ChFC®, EA
Oak Street Investment Advisors, LLC
Greenwood Village, CO
Specialties: Reducing Advisor Fees for High-Net Worth Clients, Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Tax Preparation, Equity Compensation (RSUs, ISOs, etc.)
Flat-fee financial planning, investment management, tax planning, and tax preparation on the first $2MM of managed assets! Denver and web-based meetings. Schedule your complimentary meeting today!
Justin Soucie
CFP®
G&S Capital
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Lauren Williams
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
Juan Guevara
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Sara Gardner
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Kyle Kues
MBA, CFP®
Snowcap Financial
Castle Rock, CO
Specialties: Values-based Financial Planning, Investment Management, College Education Planning, Tax Planning - Leave Government No Tips!, Retirement Planning
Our first meeting is us talking about your values around money. We use those values to drive our planning process. It's not about numbers and doing what we think is right, it is all about doing what is right for YOU! Our whole process is done virtually, we meet you where you are!
Lisa Bayer
CFA®, CFP®
Opus Financial Solutions
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We Integrate Financial Planning, Investment Management and Taxes to Help You Create the Life You Envision.
Matthew Kelley
CFP®, AIF®, AAMS®
Gold Medal Waters, Inc.
Denver, CO
Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness
We help physicians, and others with high income, achieve better, and more certain outcomes.
Bill Stordahl
CFP®
Stordahl Capital Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Megan Kanter
CFP®
Moneta Group
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
DeDe Jones
CPA, CFP®
Innovative Financial, LLC
Lakewood, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lakewood, CO, serving clients locally and across the country
Kevin Shuller
CFA®, CFP®
Cedar Peak Wealth Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Retirement Income Planning, Tax Planning
Your Financial Yoda - A boutique advisory firm in Denver, CO providing Investment Management and Financial Planning for growing families
James Mayo, MBA, CFA
MBA with Distinction (Applied Finance)
IronFjord Wealth Management
Lakewood, CO
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
