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Advisers in Greenwood Village, CO

39 advisers in Greenwood Village — 39 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (32)Hourly fees (16)Flat / fixed fees (29)Retirement plan consulting (11)

All advisers

Alpha Capital Family Office, LLC5750 S. Ulster Circle East, Suite 300 · Greenwood Village, CO 80111 · (303) 900-0185 · Financial planningCRD 307521 · % of assets, Fixed fees · $295.9 million AUMSEC registeredNo commissions reportedBright Advisors4950 S Yosemite St F2 #394 · Greenwood Village, CO 80111 · (253) 970-4935 · Financial planningCRD 338693 · % of assets, Fixed fees · $128.2 million AUMSEC registeredNo commissions reportedCausey Wealth LLC6400 S. Fiddlers Green Circle, Suite 975 · Greenwood Village, CO 80111 · (303) 672-9876 · Financial planningCRD 331134 · % of assets, Hourly charges, Fixed fees · $393.2 million AUMSEC registeredNo commissions reportedCenterpiece Wealth Advisor6400 S Fiddlers Green Cir Ste. 300 · Greenwood Village, CO 80111 · (720) 296-5495 · Financial planningCRD 296956 · % of assets · $138.6 million AUMSEC registeredNo commissions reportedCresalta Investment Management, INC.6295 Greenwood Plaza Blvd. · Greenwood Village, CO 80111 · (303) 498-9699 · % of assets managedCRD 339872 · % of assets · $323.4 million AUMSEC registeredNo commissions reportedDodds Wealth, LLC5251 Dtc Parkway Ste 720 · Greenwood Village, CO 80111 · (303) 539-3900 · Financial planningCRD 323632 · % of assets, Hourly charges, Fixed fees · $706.2 million AUMSEC registeredNo commissions reportedDouglass Financial Group6312 S. Fiddlers Green Circle, Suite 300e · Greenwood Village, CO 80111 · (720) 550-4340 · % of assets managedCRD 167140 · % of assets · $11.5 million AUMState registeredNo commissions reportedDowning Street Wealth Management LLC6021 S. Syracuse Way, Suite 312 · Greenwood Village, CO 80111 · (720) 360-0886 · Financial planningCRD 152983 · % of assets, Hourly charges, Fixed fees · $175.6 million AUMSEC registeredNo commissions reportedEmpower Advisory Group, LLC8515 East Orchard Rd 4t2 · Greenwood Village, CO 80111 · (866) 575-4977 · Financial planningCRD 112058 · % of assets, Fixed fees · $195.4 billion AUMSEC registeredNo commissions reportedEvergreen Private Wealth7400 E Orchard Rd, Ste 2500n · Greenwood Village, CO 80111 · (720) 617-2885 · % of assets managedCRD 324777 · % of assets · $264.7 million AUMSEC registeredNo commissions reported
Financially Speaking INC5889 Greenwood Plaza Blvd, Suite 400 · Greenwood Village, CO 80111 · (303) 290-0702 · Financial planningCRD 106255 · % of assets, Fixed fees · $164.8 million AUMSEC registeredNo commissions reportedHamsher Wealth Management, LLC7100 E. Belleview Ave, Suite 210 · Greenwood Village, CO 80111 · (303) 539-5420 · Financial planningCRD 284018 · % of assets, Hourly charges, Fixed fees · $10.6 million AUMState registeredNo commissions reportedHeirloom Wealth Management LLC6400 S Fiddlers Green Circle, Suite 1970 · Greenwood Village, CO 80111 · (720) 328-2877 · Financial planningCRD 292277 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedIcon Advisers, INC.8480 E Orchard Road, Suite 1200 · Greenwood Village, CO 80111 · (303) 790-1600 · % of assets managedCRD 108268 · % of assets, Other · $875.9 million AUMSEC registeredNo commissions reportedImpact Capital Partners LLC8101 E Prentice Ave, Suite 1080 · Greenwood Village, CO 80111 · (888) 304-6722 · Financial planningCRD 329616 · % of assets, Hourly charges, Fixed fees · $625.6 million AUMSEC registeredNo commissions reportedIntegra Financial, INC.5105 Dtc Parkway Suite 316 · Greenwood Village, CO 80111 · (303) 220-5525 · Financial planningCRD 113422 · % of assets, Hourly charges, Fixed fees · $139.0 million AUMSEC registeredNo commissions reportedInvestment Management Associates5690 Dtc Boulevard, Suite 140w · Greenwood Village, CO 80111 · (303) 796-8333 · % of assets managedCRD 110900 · % of assets, Other · $810.0 million AUMSEC registeredNo commissions reportedJpl Wealth Management, LLC5300 Dtc Pkwy, Suite 100 · Greenwood Village, CO 80111 · (855) 575-5752 · Financial planningCRD 328474 · % of assets, Fixed fees · $587.9 million AUMSEC registeredNo commissions reportedMarshall Investment Management, LLC5251 Dtc Parkway, Suite 1185 · Greenwood Village, CO 80111 · (303) 991-6415 · Financial planningCRD 174817 · % of assets, Hourly charges, Fixed fees · $298.0 million AUMSEC registeredNo commissions reportedMaxq Asset Management LLC6400 S Fiddlers Green Circle, Suite 300 · Greenwood Village, CO 80111 · (720) 452-2343 · Financial planningCRD 336560 · % of assets, Fixed fees · $407.7 million AUMSEC registeredNo commissions reportedMeritor Capital8400 E Prentice Ave, Suite 1360 · Greenwood Village, CO 80111 · (720) 792-4512 · Financial planningCRD 313102 · % of assets, Fixed fees · $25.1 million AUMState registeredNo commissions reportedNewell Financial Services8000 E Prentice Ave., Suite B-8 · Greenwood Village, CO 80111 · (720) 495-3632 · % of assets managedCRD 339826 · % of assetsState registeredNo commissions reportedNilsine Partners, LLC5675 Dtc Boulevard, Suite 175 · Greenwood Village, CO 80111 · (303) 529-5800 · Financial planningCRD 315694 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedNoble Wealth Management P.b.c.6400 S Fiddlers Green Circle, Suite 525 · Greenwood Village, CO 80111 · (303) 325-3061 · Financial planningCRD 322607 · % of assets, Hourly charges, Fixed fees · $444.1 million AUMSEC registeredNo commissions reportedOak Street Investments5500 Greenwood Plaza Blvd, Suite 130 · Greenwood Village, CO 80111 · (720) 515-6822 · Financial planningCRD 288019 · % of assets, Hourly charges, Fixed fees · $125.5 million AUMSEC registeredNo commissions reportedOne Brick Planning & Consulting, LLC5500 Greenwood Plaza Blvd #130 · Greenwood Village, CO 80111 · (720) 660-2491 · Financial planningCRD 277047 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedOwl Creek Wealth Partners8101 E. Prentice Ave, Suite 675 · Greenwood Village, CO 80111 · (303) 409-4409 · Financial planningCRD 331850 · % of assets, Fixed fees · $602.3 million AUMSEC registeredNo commissions reportedPanorama Wealth Advisors5619 Dtc Parkway, Suite 425 · Greenwood Village, CO 80111 · (720) 356-0779 · Financial planningCRD 324199 · % of assets, Fixed fees · $133.7 million AUMSEC registeredNo commissions reportedParamount Associates Wealth Management6400 S. Fiddlers Green Circle #1310 · Greenwood Village, CO 80111 · (720) 921-1000 · Financial planningCRD 288537 · % of assets, Hourly charges, Fixed fees · $146.5 million AUMSEC registeredNo commissions reportedPeak Capital Management, LLC9250 East Costilla Avenue, Suite 110 · Greenwood Village, CO 80112 · (720) 361-4016 · Financial planningCRD 141488 · % of assets, Fixed fees · $165.2 million AUMSEC registeredNo commissions reportedPeak Financial Guidance LLC6312 S Fiddlers Green Circle, Suite 300e · Greenwood Village, CO 80111 · (303) 667-5117 · Financial planningCRD 305485 · % of assets, Hourly charges, Fixed fees · $88.5 million AUMState registeredNo commissions reportedR. Kent Harris and Associates, LTD.5655 S. Yosemite St., Suite 320 · Greenwood Village, CO 80111 · (303) 698-7772 · Financial planningCRD 112707 · % of assets, Hourly charges, Fixed fees · $62.5 million AUMState registeredNo commissions reportedSeed Money Consulting8400 E Prentice Avenue, Suite 1500 · Greenwood Village, CO 80111 · (720) 255-1108 · Financial planningCRD 306209 · % of assets, Fixed fees · $4.8 million AUMState registeredNo commissions reportedStordahl Capital Management, INC.8400 East Crescent Parkway, Suite 420 · Greenwood Village, CO 80111 · (303) 770-0602 · Financial planningCRD 287916 · % of assets, Hourly charges · $675.9 million AUMSEC registeredNo commissions reportedSummit Hill Wealth Management, LLC5619 Dtc Parkway, Suite 550 · Greenwood Village, CO 80111 · (720) 773-9297 · Hourly feesCRD 296740 · % of assets, Hourly charges, Fixed fees · $145.7 million AUMSEC registeredNo commissions reportedTandem Financial, LLC8400 E. Prentice Ave., Suite 1360 · Greenwood Village, CO 80111 · (720) 845-5700 · Financial planningCRD 292565 · % of assets, Fixed fees · $541.8 million AUMSEC registeredNo commissions reportedThe Cook Company, LLC6161 S. Syracuse Way, Suite 320 · Greenwood Village, CO 80111 · (303) 572-6650 · Financial planningCRD 108889 · % of assets · $39.3 million AUMState registeredNo commissions reportedThe Western Wealth Group, INC.7887 E. Belleview Avenue, Suite 1100 · Greenwood Village, CO 80111 · (877) 770-5875 · Financial planningCRD 152011 · % of assets · $107.3 million AUMState registeredNo commissions reportedWisdom Wealth Strategies7400 East Orchard Road, Suite 130 · Greenwood Village, CO 80111 · (720) 314-8009 · Financial planningCRD 170230 · % of assets, Hourly charges, Fixed fees · $190.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Greenwood Village? 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.