Fee-OnlyFinder

Advisers in Littleton, CO

15 advisers in Littleton — 15 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (11)Flat / fixed fees (10)Retirement plan consulting (4)

All advisers

Advantage Financial Services, INC.8361 Sangre De Cristo Rd #250 · Littleton, CO 80127 · (720) 922-9572 · Hourly feesCRD 113549 · % of assets, Hourly charges · $12.5 million AUMState registeredNo commissions reportedAsset Solutions, INC.8441 West Bowles Avenue, Suite 225 · Littleton, CO 80123 · (303) 932-2288 · Financial planningCRD 113717 · % of assets, Hourly charges, Fixed fees · $97.7 million AUMState registeredNo commissions reportedBerenz Wealth Management, LLC2 West Dry Creek Circle, Suite 100 · Littleton, CO 80120 · (303) 734-7123 · Financial planningCRD 168826 · % of assets, Hourly charges · $54.3 million AUMState registeredNo commissions reportedBz Wealth Advisors, LLC10288 West Chatfield Avenue, Suite 300 · Littleton, CO 80127 · (208) 508-4070 · Financial planningCRD 335978 · % of assets, Fixed fees · $26.0 million AUMSEC registeredNo commissions reportedCapital Financial Group, INC.13986 Bowles Ave., Suite 200 · Littleton, CO 80127 · (303) 629-7500 · Financial planningCRD 111709 · % of assets · $237.4 million AUMSEC registeredNo commissions reportedCdp Financial Group, LLC26 W. Dry Creek Circle, Suite 460 · Littleton, CO 80120 · (303) 794-0706 · Financial planningCRD 155725 · % of assets, Hourly charges, Fixed fees · $100.5 million AUMSEC registeredNo commissions reportedFtn Capital Management4873 W. Maplewood Place · Littleton, CO 80123 · (303) 885-2034 · Financial planningCRD 158094 · % of assets, Hourly charges, Fixed fees · $31.3 million AUMState registeredNo commissions reportedHebert Advisory Services INC2679 W Main Street, Ste 300-707 · Littleton, CO 80120 · (303) 986-9110 · Flat / fixed feesCRD 106120 · % of assets, Subscription fees · $72.4 million AUMState registeredNo commissions reportedO'Rourke Financial11461 W Tanforan Cir · Littleton, CO 80127 · (303) 985-4441 · Financial planningCRD 297726 · % of assets, Hourly charges · $14.7 million AUMState registeredNo commissions reportedSprincz Advisory Group, LLC9200 W. Cross Drive, Suite 321 · Littleton, CO 80123 · (303) 779-1188 · Financial planningCRD 285738 · % of assets, Hourly charges, Fixed fees · $20.4 million AUMState registeredNo commissions reported
Sprinkle Financial Consultants LLC1520 West Canal Court, Suite 220 · Littleton, CO 80120 · (303) 297-2185 · Hourly feesCRD 112227 · % of assets, Hourly charges, Fixed fees · $926.1 million AUMSEC registeredNo commissions reportedSummitpoint Capital Management2489 W Main Street · Littleton, CO 80120 · (720) 743-9440 · Financial planningCRD 336856 · % of assets, Hourly charges, Fixed fees · $132.5 million AUMSEC registeredNo commissions reportedTucker Asset Management LLC1520 West Canal Court, Suite 100 · Littleton, CO 80120 · (303) 734-1234 · Financial planningCRD 174844 · % of assets, Hourly charges · $603.6 million AUMSEC registeredNo commissions reportedWhipplewood Advisors, LLC11852 Shaffer Drive, Building B · Littleton, CO 80127 · (303) 551-8016 · Financial planningCRD 282860 · % of assets, Hourly charges, Fixed fees · $324.5 million AUMSEC registeredNo commissions reportedWindmiller2679 Main St., Suite 300-1126 · Littleton, CO 80120 · (720) 824-1493 · Financial planningCRD 331822 · % of assets, Fixed fees · $22.5 million AUMState registeredNo commissions reported
Talking to advisers in Littleton? 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.