Fee-OnlyFinder

% of assets managed in Broomfield, CO

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

All 7

Cayden Wealth Management8181 Arista Place, Suite 100 · Broomfield, CO 80021 · (720) 520-0826 · Financial planningCRD 301535 · % of assets, Hourly charges, Fixed fees · $21.8 million AUMState registeredNo commissions reportedCohesion Wealth Management, LLC380 Interlocken Crescent, Suite 260 · Broomfield, CO 80021 · (303) 442-3670 · Financial planningCRD 308980 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reportedCultivate Wealth Partners390 Interlocken Crescent, Suite 350 · Broomfield, CO 80021 · (720) 961-2805 · Financial planningCRD 340314 · % of assets, Fixed fees · $125.3 million AUMSEC registeredNo commissions reportedJames Morgan Asset Management, LLC390 Interlocken Crescent Suite 350 · Broomfield, CO 80021 · (303) 457-9500 · Financial planningCRD 282154 · % of assets, Hourly charges, Fixed fees · $10.4 million AUMState registeredNo commissions reportedMillennial Wealth Management, LLC2095 W. 6th Avenue, Suite 112 · Broomfield, CO 80020 · (303) 578-8535 · Financial planningCRD 284746 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reportedPeak Financial Management, INC.10901 W. 120th Avenue, Suite 135 · Broomfield, CO 80021 · (303) 255-2252 · Financial planningCRD 281223 · % of assets, Hourly charges, Fixed fees · $109.4 million AUMSEC registeredNo commissions reportedWhite Hawk Wealth Management340 E. 1st Avenue, Suite 310 · Broomfield, CO 80020 · (303) 800-0620 · Financial planningCRD 341034 · % of assets · $131.2 million AUMSEC registeredNo commissions reported