Fee-OnlyFinder

Financial planning in Greenwood Village, CO

32 advisers in Greenwood Village offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 32

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 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 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 reportedFinancially 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 reported
Impact 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 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 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 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