Fee-OnlyFinder

% of assets managed in Englewood, CO

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

All 18

Blue Heron Capital2 Inverness Drive E., Suite 106 · Englewood, CO 80112 · (720) 488-8604 · Financial planningCRD 339475 · % of assets, Hourly charges, Fixed fees · $102.2 million AUMSEC registeredNo commissions reportedBoulder Asset Management9785 Maroon Circle, Suite 130 · Englewood, CO 80112 · (303) 779-8772 · Flat / fixed feesCRD 107636 · % of assets, Fixed fees · $426.1 million AUMSEC registeredNo commissions reportedBxm Wealth LLC8310 S Valley Highway, Suite 300, Bxm Wealth · Englewood, CO 80112 · (303) 704-2592 · Financial planningCRD 332544 · % of assets · $231.3 million AUMSEC registeredNo commissions reportedCherry Creek Investment Advisors INC68 Inverness Lane East #206 · Englewood, CO 80112 · (303) 320-5774 · Financial planningCRD 107426 · % of assets · $351.9 million AUMSEC registeredNo commissions reportedCopper River Advisors LLC383 Inverness Parkway Suite 120 · Englewood, CO 80112 · (303) 513-0705 · Financial planningCRD 173394 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMState registeredNo commissions reportedEssential Investment Partners, LLC7887 E Belleview Ave, Suite 1275 · Englewood, CO 80111 · (303) 333-8498 · Financial planningCRD 149509 · % of assets · $223.0 million AUMSEC registeredNo commissions reportedGeneos Wealth Management, INC.9635 Maroon Circle, Suite 100 · Englewood, CO 80112 · (303) 785-8470 · Financial planningCRD 120894 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reportedLegionce Investment Advisors, INC.88 Inverness Circle East, Suite D-101 · Englewood, CO 80112 · (303) 858-1500 · Flat / fixed feesCRD 112472 · % of assets, Fixed fees · $17.7 million AUMState registeredNo commissions reportedLift Asset Management13000 E Control Tower Road, Suite B · Englewood, CO 80112 · (720) 667-1595 · Hourly feesCRD 332481 · % of assets, Hourly charges · $35.4 million AUMState registeredNo commissions reportedNew Frontier Wealth Management9800 Pyramid Court, Suite 400 · Englewood, CO 80112 · (303) 870-8913 · % of assets managedCRD 147055 · % of assets · $24.5 million AUMState registeredNo commissions reported
New Light Financial9800 Mt Pyramid Court, Suite 340 · Englewood, CO 80112 · (303) 524-5223 · Financial planningCRD 325546 · % of assets, Hourly charges · $31.0 million AUMState registeredNo commissions reportedParsonex Advisory Services, INC.8310 S. Valley Highway, Suite 110 · Englewood, CO 80112 · (303) 662-8700 · Financial planningCRD 160275 · % of assets, Hourly charges, Subscription fees · $271.3 million AUMSEC registeredNo commissions reportedRidgegate Advisors, LLC8310 S Valley Highway, Suite 480 · Englewood, CO 80112 · (303) 791-2253 · Financial planningCRD 334233 · % of assets, Hourly charges, Fixed fees · $119.0 million AUMSEC registeredNo commissions reportedRigden Capital Strategies384 Inverness Pkwy, Suite 240 · Englewood, CO 80112 · (303) 351-1618 · Financial planningCRD 326930 · % of assets, Hourly charges, Fixed fees · $168.9 million AUMSEC registeredNo commissions reportedStone Creek Group, LLC2390 W. Dartmouth · Englewood, CO 80110 · (303) 226-7370 · % of assets managedCRD 182512 · % of assets · $250.6 million AUMSEC registeredNo commissions reportedWakefield Asset Management, LLLP7887 East Belleview Ave, Suite #800 · Englewood, CO 80111 · (303) 771-0630 · Flat / fixed feesCRD 143720 · % of assets, Fixed fees · $454.0 million AUMSEC registeredNo commissions reportedWakefield Wealth Management, LLLP7887 E. Belleview Ave, Suite 800 · Englewood, CO 80111 · (303) 771-0630 · Financial planningCRD 173997 · % of assets, Fixed fees · $512.9 million AUMSEC registeredNo commissions reportedWealth Watch Advisors, INCS Valley Hwy, 8310 · Englewood, CO 80112 · (855) 822-3708 · Financial planningCRD 172002 · % of assets, Hourly charges, Fixed fees · $612.4 million AUMSEC registeredNo commissions reported