Advisers in Golden, CO

6 advisers in Golden — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

Aspen Leaf Wealth Management, Pbc14143 Denver West Pkwy, Suite 100 · Golden, CO 80401 · (720) 593-4660 · Financial planningCRD 165676 · % of assets, Fixed fees · $99.2 million AUMState registeredNo commissions reported Gilpin Wealth Management LLC16398 West 51st Lane · Golden, CO 80403 · (720) 893-2800 · Financial planningCRD 311336 · % of assets, Hourly charges, Fixed fees · $227.2 million AUMSEC registeredNo commissions reported Gorham Wealth Management, LLC602 Park Point Drive, Suite 240 · Golden, CO 80401 · (303) 962-9922 · Financial planningCRD 159606 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reported P.A. Schopen & Associates, LLC14143 Denver West Blvd., Suite 100 · Golden, CO 80401 · (303) 986-3734 · % of assets managedCRD 290581 · % of assets · $54.7 million AUMState registeredNo commissions reported Trailwise Financial Partners, LLC1536 Cole Boulevard, Suite 205 · Golden, CO 80401 · (720) 463-2850 · Financial planningCRD 323530 · % of assets, Hourly charges, Fixed fees · $144.8 million AUMSEC registeredNo commissions reported Western Wealth Management LLC14143 Denver Pkwy.,, Ste 450 · Golden, CO 80401 · (303) 393-2404 · Financial planningCRD 283545 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reported

Talking to advisers in Golden? 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.