Fee-OnlyFinder

Advisers in Colorado Springs, CO

38 advisers in Colorado Springs — 38 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (35)Hourly fees (24)Flat / fixed fees (27)% of assets managed (34)Retirement plan consulting (14)

All advisers

56 Capital Partners, LTD1465 Kelly Johnson Blvd, Suite 200 · Colorado Springs, CO 80920 · (719) 418-3773 · Financial planningCRD 290938 · % of assets, Hourly charges, Fixed fees · $113.3 million AUMSEC registeredNo commissions reportedAccelerated Wealth Advisors LLC13570 Meadowgrass Dr., Ste. 100 · Colorado Springs, CO 80921 · (719) 466-5630 · Financial planningCRD 170022 · % of assets, Hourly charges, Fixed fees · $180.5 million AUMSEC registeredNo commissions reportedAdelmann Financial, INC.1295 Kelly Johnson Blvd., Suite 200 · Colorado Springs, CO 80920 · (719) 599-7374 · Financial planningCRD 114825 · % of assets, Fixed fees · $105.9 million AUMState registeredNo commissions reportedAdvenire Wealth Management10855 Hidden Pool Heights, Suite 330 · Colorado Springs, CO 80908 · (719) 424-3839 · Financial planningCRD 301177 · % of assets · $90.5 million AUMState registeredNo commissions reportedAdvisers Investment Management, INC.1255 Lake Plaza Dr. Suite 244 · Colorado Springs, CO 80906 · (719) 540-9990 · Financial planningCRD 112649 · % of assets, Hourly charges, Fixed fees · $105.2 million AUMState registeredNo commissions reportedAltus Wealth Group, LLC423 South Cascade Avenue · Colorado Springs, CO 80903 · (719) 900-1295 · Financial planningCRD 287848 · % of assets, Fixed fees · $620.1 million AUMSEC registeredNo commissions reportedAtlas Lifestyle Planning Group LLC455 E Pikes Peak Ave, Suite 305 · Colorado Springs, CO 80903 · (480) 885-8988 · Financial planningCRD 305278 · % of assets, Hourly charges, Fixed fees · $12.1 million AUMState registeredNo commissions reportedBauer Wealth Management INC.5755 Mark Dabling Blvd, Suite 245 · Colorado Springs, CO 80919 · (719) 575-9000 · Financial planningCRD 152977 · % of assets · $205.9 million AUMSEC registeredNo commissions reportedBest Life Infinity, LLC1755 Telestar Dr., Ste. 300 · Colorado Springs, CO 80920 · (719) 966-1985 · Financial planningCRD 319232 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMSEC registeredNo commissions reportedBonfire Financial, LLC5755 Mark Dabling Blvd, Ste 220 · Colorado Springs, CO 80919 · (719) 394-3900 · Financial planningCRD 288522 · % of assets, Hourly charges, Fixed fees · $234.0 million AUMSEC registeredNo commissions reported
Brightwork Wealth Management, LLC7035 Campus Dr, Ste 804 · Colorado Springs, CO 80920 · (719) 785-9170 · Financial planningCRD 338724 · % of assets · $34.0 million AUMState registeredNo commissions reportedBruni J V & CO1528 N Tejon Street · Colorado Springs, CO 80907 · (719) 575-9880 · Hourly feesCRD 106644 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedBullock Capital Alliance, INC.1880 Office Club Pointe, Suite 120 · Colorado Springs, CO 80920 · (719) 772-6027 · % of assets managedCRD 121485 · % of assets · $98.1 million AUMState registeredNo commissions reportedCascade Investment Group, INC.444 E. Pikes Peak Avenue, Suite 200 · Colorado Springs, CO 80903 · (719) 632-0818 · Financial planningCRD 35844 · % of assets, Hourly charges · $419.9 million AUMSEC registeredNo commissions reportedCobalt Private Wealth LLC5251 Bancroft Hts · Colorado Springs, CO 80906 · (719) 332-3863 · Financial planningCRD 168453 · % of assets · $24.4 million AUMState registeredNo commissions reportedCorundum Group, INC.1 South Nevada, Suite 200 · Colorado Springs, CO 80903 · (719) 228-1080 · Financial planningCRD 106490 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedEnvoy Advisory INC.5333 N Union Blvd, Suite 200 · Colorado Springs, CO 80918 · (888) 879-1376 · Financial planningCRD 306559 · % of assets, Hourly charges, Fixed fees · $615.0 million AUMSEC registeredNo commissions reportedExceptional Wealth & Family Office422 East Vermijo Avenue, Suite 200a · Colorado Springs, CO 80903 · (719) 715-4179 · Financial planningCRD 340444 · % of assets, Fixed fees · $292.2 million AUMSEC registeredNo commissions reportedFirst Affirmative Financial Network LLC5475 Mark Dabling Boulevard, Suite 320 · Colorado Springs, CO 80918 · (719) 478-7036 · Financial planningCRD 109036 · % of assets, Hourly charges, Fixed fees · $905.2 million AUMSEC registeredNo commissions reportedHarting Financial, LLC2045 Diamond Creek Dr · Colorado Springs, CO 80921 · (719) 432-9657 · Financial planningCRD 338334 · Hourly charges, Fixed feesState registeredNo commissions reportedIntentional Wealth Strategies1125 Kelly Johnson Blvd., Suite 111 · Colorado Springs, CO 80920 · (719) 694-8002 · Financial planningCRD 327743 · % of assets, Fixed fees · $171.3 million AUMSEC registeredNo commissions reportedIntergy Private Wealth, LLC13 S. Tejon St., Suite 400 · Colorado Springs, CO 80903 · (719) 413-8820 · Financial planningCRD 315698 · % of assets, Hourly charges, Fixed fees · $602.6 million AUMSEC registeredNo commissions reportedJ D Atkinson2116 N Nevada Ave · Colorado Springs, CO 80907 · (719) 888-9633 · Financial planningCRD 331483 · % of assets, Hourly charges · $2.1 million AUMState registeredNo commissions reportedKing Financial Planning & Management, LLC7222 Commerce Center Drive, Suite 220 · Colorado Springs, CO 80919 · (719) 302-1088 · Financial planningCRD 148728 · Hourly charges, Fixed feesState registeredNo commissions reportedMatthews Advisors, LLC3125 Austin Bluffs Parkway · Colorado Springs, CO 80918 · (719) 344-2992 · Financial planningCRD 114456 · % of assets · $57.5 million AUMState registeredNo commissions reportedNvest Advisors, LLC6 S Tejon St, Suite 519 · Colorado Springs, CO 80903 · (719) 257-9301 · Financial planningCRD 277064 · % of assets, Hourly charges · $22.8 million AUMState registeredNo commissions reportedPeace of Mind Financial Planning, INC7222 Commerce Center Drive, Suite 175 · Colorado Springs, CO 80919 · (719) 836-8181 · Financial planningCRD 289067 · Hourly charges, Fixed fees · $123.6 million AUMSEC registeredNo commissions reportedPeak Investment Advisors, INC.5825 Delmonico Drive, Suite 310 · Colorado Springs, CO 80919 · (719) 260-6475 · Financial planningCRD 113967 · % of assets, Hourly charges · $234.6 million AUMSEC registeredNo commissions reportedPetra Financial Advisors INC2 North Nevada Ave Suite 1300 · Colorado Springs, CO 80903 · (719) 636-9000 · Financial planningCRD 107196 · % of assets, Hourly charges, Fixed fees · $447.2 million AUMSEC registeredNo commissions reportedPlanwiser Financial3710 Sinton Road, Suite 100 · Colorado Springs, CO 80907 · (719) 822-0808 · Financial planningCRD 331675 · % of assets, Hourly charges, Fixed fees · $169.1 million AUMSEC registeredNo commissions reportedRamsay Stattman Vela & Price INC2 N. Cascade Ave., Ste 810 · Colorado Springs, CO 80903 · (719) 473-6925 · % of assets managedCRD 105156 · % of assets · $778.5 million AUMSEC registeredNo commissions reportedReplica Wealth Advisors INC1175 Kelly Johnson Blvd, Suite 100 · Colorado Springs, CO 80920 · (719) 381-1714 · Financial planningCRD 304902 · Fixed fees, Other · $2.3 million AUMState registeredNo commissions reportedRs Asset Management, LLC5731 Silverstone Ter, Suite 280 · Colorado Springs, CO 80919 · (719) 219-8444 · Financial planningCRD 157768 · % of assets, Hourly charges, Fixed fees · $107.2 million AUMSEC registeredNo commissions reportedSeamount Financial Group INC90 So Cascade Avenue, Suite 970 · Colorado Springs, CO 80903 · (719) 471-1171 · Financial planningCRD 107834 · % of assets, Hourly charges, Fixed fees · $745.2 million AUMSEC registeredNo commissions reportedSeason Investments, LLC102 S Tejon St, #750 · Colorado Springs, CO 80903 · (719) 528-8400 · Financial planningCRD 158070 · % of assets, Fixed fees, Performance-based fees · $159.7 million AUMSEC registeredNo commissions reportedSummit Wealth Group13710 Struthers Road, Suite 115 · Colorado Springs, CO 80921 · (719) 633-4033 · Financial planningCRD 335242 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedTargeted Wealth Solutions1755 Telstar Dr, 3rd Floor · Colorado Springs, CO 80920 · (303) 800-8179 · Financial planningCRD 282131 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reportedUnity Wealth Strategies2301 E Pikes Peak Ave · Colorado Springs, CO 80910 · (719) 602-1221 · Financial planningCRD 332777 · % of assets, Hourly charges, Fixed fees · $8.5 million AUMState registeredNo commissions reported
Talking to advisers in Colorado Springs? 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.