Fee-OnlyFinder

Advisers in Castle Rock, CO

5 advisers in Castle Rock — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Fidelis Wealth Advisors20 N Wilcox Street, Suite 106 · Castle Rock, CO 80104 · (303) 800-4683 · Financial planningCRD 292551 · % of assets, Fixed fees · $210.4 million AUMSEC registeredNo commissions reportedFuture Capital Management INC.115 Wilcox Street, Suite 220 · Castle Rock, CO 80104 · (720) 927-3100 · Financial planningCRD 324378 · % of assets, Hourly charges, Fixed fees · $78.6 million AUMState registeredNo commissions reportedJackson Creek Investment Advisors LLC115 Wilcox Street, Suite 220 · Castle Rock, CO 80104 · (720) 826-4102 · Financial planningCRD 309116 · % of assets, Fixed fees · $349.0 million AUMSEC registeredNo commissions reportedJackson Wealth Management, LLC115 Wilcox St Suite 220 · Castle Rock, CO 80104 · (303) 808-5229 · Financial planningCRD 310496 · % of assets · $107.0 million AUMSEC registeredNo commissions reportedThree Peaks Capital Management, LLC3750 Dacoro Lane, Suite 100 · Castle Rock, CO 80109 · (303) 221-9480 · % of assets managedCRD 127402 · % of assets · $222.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Castle Rock? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.