Fee-OnlyFinder

Advisers in Durango, CO

9 advisers in Durango — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (4)% of assets managed (8)

All advisers

Evergreen Wealth Advisors813 Main Ave, Suite 203 · Durango, CO 81301 · (970) 403-3783 · Financial planningCRD 155966 · % of assets, Hourly charges · $46.2 million AUMState registeredNo commissions reportedFamily Financial Solutions Group, LLC270 East College Drive, Suite 100 · Durango, CO 81301 · (970) 259-1040 · % of assets managedCRD 172725 · % of assets · $500.7 million AUMSEC registeredNo commissions reportedIntelligent Investment Management,llp150 East 9th St, Ste 333 · Durango, CO 81301 · (970) 403-1234 · Financial planningCRD 108833 · % of assets, Other · $104.7 million AUMState registeredNo commissions reportedIron River Capital LLC752 Main Avenue, Unit 201 · Durango, CO 81301 · (970) 426-5300 · Financial planningCRD 173307 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMState registeredNo commissions reportedMcAlvany Wealth Management, LLC166 Turner Dr · Durango, CO 81301 · (866) 211-8970 · % of assets managedCRD 146021 · % of assets · $224.2 million AUMSEC registeredNo commissions reportedPriority Financial Partners1309 E. 3rd Ave, Unit 112 · Durango, CO 81301 · (970) 880-9577 · Financial planningCRD 165806 · % of assets, Hourly charges, Fixed fees · $100.7 million AUMState registeredNo commissions reportedRed Mountain Financial Partners555 Rivergate Lane - Suite B1-107 · Durango, CO 81301 · (970) 259-1313 · Financial planningCRD 174672 · % of assets, Hourly charges, Fixed fees · $225.6 million AUMSEC registeredNo commissions reportedSwan Global Investments, LLC1099 Main Ave, Suite 206 · Durango, CO 81301 · (970) 382-8901 · % of assets managedCRD 114669 · % of assets · $2.4 billion AUMSEC registeredNo commissions reportedTafoya Barrett and Associates PC150 East 9th Street, Suite 300 · Durango, CO 81301 · (970) 259-8000 · Financial planningCRD 107248 · Hourly charges, Fixed feesState registeredNo commissions reported
Talking to advisers in Durango? 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.