Fee-OnlyFinder

Advisers in Lakewood, CO

11 advisers in Lakewood — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)Flat / fixed fees (9)% of assets managed (10)Retirement plan consulting (4)

All advisers

Alignpoint Wealth355 S Teller St, Suite 200 · Lakewood, CO 80226 · (720) 709-2202 · Financial planningCRD 297295 · % of assets, Hourly charges, Fixed fees · $17.9 million AUMState registeredNo commissions reportedBam Wealth Management LLC165 South Union Blvd, Suite 675 · Lakewood, CO 80228 · (303) 531-5055 · Financial planningCRD 330237 · % of assets · $202.0 million AUMSEC registeredNo commissions reportedBason Asset Management355 S. Teller St., Suite 200 · Lakewood, CO 80226 · (720) 446-8555 · Financial planningCRD 165450 · Fixed fees · $848.8 million AUMSEC registeredNo commissions reportedFinancial Security Management, INC2535 S Lewis Way, Suite 201 · Lakewood, CO 80227 · (303) 988-1411 · Financial planningCRD 116570 · % of assets, Hourly charges · $611.5 million AUMSEC registeredNo commissions reportedHinds Financial Group INC141 Union Blvd., Suite 350 · Lakewood, CO 80228 · (303) 985-9889 · Financial planningCRD 129971 · % of assets, Hourly charges, Fixed fees · $536.9 million AUMSEC registeredNo commissions reportedInnovative Financial, LLC355 South Teller Street, Suite 200 · Lakewood, CO 80226 · (303) 275-7170 · Financial planningCRD 127469 · % of assets, Hourly charges, Fixed fees · $105.3 million AUMSEC registeredNo commissions reportedIronfjord Wealth Management13701 W Jewell Ave, Suite 200-29 · Lakewood, CO 80228 · (303) 800-2840 · Financial planningCRD 333955 · % of assets, Fixed fees · $1.6 million AUMState registeredNo commissions reportedKindred Financial LLC200 Union Blvd, Suite 200 · Lakewood, CO 80226 · (720) 466-3515 · Financial planningCRD 324932 · % of assets, Fixed fees · $25.5 million AUMState registeredNo commissions reportedLegacy Wealth Partners, LLC215 Union Blvd., Suite 215 · Lakewood, CO 80228 · (720) 552-8287 · Financial planningCRD 333032 · % of assets, Fixed fees · $646.0 million AUMSEC registeredNo commissions reportedMattern Capital Management, LLC165 S. Union Blvd, Suite 780 · Lakewood, CO 80228 · (720) 710-2934 · Financial planningCRD 299342 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedNormandy Capital Management, LLC575 Union Blvd., Suite 201 · Lakewood, CO 80228 · (303) 893-8700 · Financial planningCRD 142315 · % of assets, Hourly charges, Fixed fees · $67.9 million AUMState registeredNo commissions reported
Talking to advisers in Lakewood? 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.