Fee-OnlyFinder

% of assets managed in Boulder, CO

25 advisers in Boulder offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 25

Black Swift Group, LLC2595 Canyon Blvd, Suite 330 · Boulder, CO 80302 · (303) 955-4381 · Financial planningCRD 286084 · % of assets, Fixed fees, Performance-based fees · $694.1 million AUMSEC registeredNo commissions reportedBonsai Advisors LLC1406 Pearl Street, Suite 200 · Boulder, CO 80302 · (866) 266-7249 · Financial planningCRD 323938 · % of assets · $21.1 million AUMState registeredNo commissions reportedBoulder Wealth Advisors, LLC2595 Canyon Blvd, Suite 220 · Boulder, CO 80302 · (303) 444-1161 · Financial planningCRD 115069 · % of assets, Hourly charges, Fixed fees · $337.9 million AUMSEC registeredNo commissions reportedBraverman Wealth Advisors, LLC507 Canyon Blvd, Ste 203 · Boulder, CO 80302 · (303) 800-1588 · Financial planningCRD 304291 · % of assets, Fixed fees · $6.5 million AUMState registeredNo commissions reportedBroadview Wealth Partners1212 Pearl Street, Suite 200 · Boulder, CO 80302 · (303) 323-4293 · % of assets managedCRD 335028 · % of assets · $304.7 million AUMSEC registeredNo commissions reportedBsw Wealth Partners2300 Broadway Street · Boulder, CO 80304 · (303) 444-9696 · Financial planningCRD 107485 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedCaledonia Wealth Management, LTD.1260 Yellow Pine Avenue · Boulder, CO 80304 · (720) 239-1260 · Financial planningCRD 149649 · % of assets, Hourly charges, Fixed fees · $78.1 million AUMState registeredNo commissions reportedColorado Capital Management4430 Arapahoe Avenue, Suite 120 · Boulder, CO 80303 · (303) 444-9300 · Financial planningCRD 114011 · % of assets, Hourly charges · $638.4 million AUMSEC registeredNo commissions reportedConsilium, LLC2101 Pearl Street · Boulder, CO 80302 · (303) 956-7074 · Financial planningCRD 304503 · % of assets, Fixed fees, Other · $215.0 million AUMSEC registeredNo commissions reportedCornerstone Investment Advisors, LLC1790 38th Street, Suite 207 · Boulder, CO 80301 · (303) 545-5400 · Financial planningCRD 116447 · % of assets, Hourly charges, Fixed fees · $180.8 million AUMSEC registeredNo commissions reported
Financial Mountain INC1035 Pearl Street Suite 414 · Boulder, CO 80302 · (303) 351-1517 · Financial planningCRD 108489 · % of assets, Fixed fees · $111.3 million AUMSEC registeredNo commissions reportedHalcyon Wealth Management, LLC3450 Penrose Place, Suite 150 · Boulder, CO 80301 · (303) 506-2774 · Financial planningCRD 149076 · % of assets · $88.9 million AUMState registeredNo commissions reportedInsight, Corp.4450 Arapahoe Ave, Office 110 · Boulder, CO 80303 · (703) 314-6538 · Financial planningCRD 311445 · % of assets, Subscription fees, Fixed fees · $99.0 million AUMState registeredNo commissions reportedKilterhowling LLC2101 Pearl Street · Boulder, CO 80302 · (720) 443-2076 · Financial planningCRD 169684 · % of assets · $292.9 million AUMSEC registeredNo commissions reportedM4a3 LLC820 Pearl Street, Ste F · Boulder, CO 80302 · (303) 396-6204 · % of assets managedCRD 336172 · % of assets, Performance-based fees · $322.0 million AUMSEC registeredNo commissions reportedMifi Wealth, LLC2028 17th Street · Boulder, CO 80302 · (303) 449-6125 · Financial planningCRD 149291 · % of assets · $66.3 million AUMState registeredNo commissions reportedOutbound Financial6260 Lookout Road, Ste 220l · Boulder, CO 80301 · (720) 642-9701 · Financial planningCRD 287697 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedPantile Investments1200 Pearl Street, Suite 222 · Boulder, CO 80302 · (720) 432-2450 · Financial planningCRD 312696 · % of assets, Fixed fees · $1.9 million AUMState registeredNo commissions reportedQuish1123 Spruce Street, Suite 303 · Boulder, CO 80302 · (303) 523-6122 · Financial planningCRD 146212 · % of assets · $154.2 million AUMSEC registeredNo commissions reportedRobinson Capital Management LLC5370 Manhattan Circle, Suite 201 · Boulder, CO 80303 · (303) 245-0035 · Financial planningCRD 145220 · % of assets, Fixed fees · $82.6 million AUMState registeredNo commissions reportedSilverpeak Wealth AdvisorsOffices at the Highland City Club, 885 Arapahoe Ave · Boulder, CO 80302 · (720) 465-5055 · % of assets managedCRD 170732 · % of assets · $177.4 million AUMSEC registeredNo commissions reportedSnowball Wealth Management3445 Penrose Place, Suite 130 · Boulder, CO 80301 · (303) 666-6292 · Financial planningCRD 137419 · % of assets, Hourly charges, Fixed fees · $139.3 million AUMSEC registeredNo commissions reportedThe Millstone Evans Group, LLC4940 Pearl East Circle, Suite 302 · Boulder, CO 80301 · (720) 728-2801 · Financial planningCRD 311142 · % of assets, Fixed fees · $893.3 million AUMSEC registeredNo commissions reportedThe Wealth Conservancy, INC.2355 Canyon Blvd, Suite 204 · Boulder, CO 80302 · (303) 444-1919 · Financial planningCRD 112024 · % of assets, Fixed fees, Other · $260.0 million AUMSEC registeredNo commissions reportedWelch Financial Planning, LLC1790 38th St, Ste. 205 · Boulder, CO 80301 · (303) 939-8766 · Financial planningCRD 329418 · % of assets, Hourly charges, Fixed fees · $198.1 million AUMSEC registeredNo commissions reported