Fee-OnlyFinder

Advisers in Lone Tree, CO

7 advisers in Lone Tree — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

A & I Wealth Management9605 Kingston Court, Suite 190 · Lone Tree, CO 80112 · (303) 690-5070 · Financial planningCRD 148357 · % of assets, Fixed fees · $560.0 million AUMSEC registeredNo commissions reportedForward Wealth10465 Park Meadows Drive, Suite 107 · Lone Tree, CO 80124 · (720) 739-3930 · Financial planningCRD 339154 · % of assets, Fixed fees · $111.1 million AUMSEC registeredNo commissions reportedFoxstone Financial9380 Station Street, Suite 225 · Lone Tree, CO 80124 · (303) 988-5443 · Financial planningCRD 284268 · % of assets, Hourly charges, Fixed fees · $79.8 million AUMState registeredNo commissions reportedGallacher Capital Management, LLC10465 Park Meadows Dr, #107 · Lone Tree, CO 80124 · (303) 708-1640 · Financial planningCRD 113189 · % of assets, Fixed fees, Performance-based fees · $539.0 million AUMSEC registeredNo commissions reportedGbg Wealth Management LLC10465 Park Meadows Dr, #107 · Lone Tree, CO 80124 · (303) 708-1640 · Financial planningCRD 333368 · % of assets, Fixed fees · $23.8 million AUMSEC registeredNo commissions reportedStonebridge Financial Solutions, INC9896 Rosemont Avenue, Ste #101 · Lone Tree, CO 80124 · (720) 895-8200 · Financial planningCRD 139911 · % of assets, Hourly charges, Other · $41.7 million AUMState registeredNo commissions reportedTier One Wealth Management9380 Station Street, Suite 535 · Lone Tree, CO 80124 · (303) 858-0000 · Financial planningCRD 322893 · % of assets, Hourly charges · $154.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Lone Tree? 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.