Fee-OnlyFinder

Advisers in Louisville, CO

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

Financial planning (6)Flat / fixed fees (6)Retirement plan consulting (4)

All advisers

Gainline Financial Partners, LLC917 Front Street, Suite 160 · Louisville, CO 80027 · (720) 548-4391 · Financial planningCRD 326716 · % of assets, Fixed fees · $348.6 million AUMSEC registeredNo commissions reportedHaberkorn Financial Services, INC.357 McCaslin Blvd, Suite 200 · Louisville, CO 80027 · (303) 926-4900 · % of assets managedCRD 113115 · % of assets · $32.0 million AUMState registeredNo commissions reportedLunsford Financial Planning, INC.357 S. McCaslin Blvd, Suite 200 · Louisville, CO 80027 · (303) 666-6442 · Financial planningCRD 128687 · % of assets, Hourly charges, Fixed fees · $45.3 million AUMState registeredNo commissions reportedPeak Asset Management, LLC1371 E. Hecla Drive, Suite a · Louisville, CO 80027 · (303) 926-0100 · Financial planningCRD 106944 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedSimmons Investment Management LLC950 Spruce St, Suite 1f · Louisville, CO 80027 · (720) 432-1743 · Financial planningCRD 314723 · % of assets, Hourly charges, Fixed fees · $21.0 million AUMState registeredNo commissions reportedToro West Capital Advisors357 McCaslin Blvd., Suite 200 · Louisville, CO 80027 · (720) 319-8517 · Financial planningCRD 331265 · % of assets, Fixed fees · $245.7 million AUMSEC registeredNo commissions reportedVarra Financial1849 Cherry St., Unit 16 · Louisville, CO 80027 · (303) 665-2822 · Financial planningCRD 324044 · % of assets, Fixed fees · $305.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Louisville? 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.