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Advisers in Montrose, CO

5 advisers in Montrose — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)

All advisers

Cimarron Wealth Management, INC.1701 Niagara Rd · Montrose, CO 81401 · (970) 249-9882 · Financial planningCRD 299627 · % of assets, Fixed fees · $327.3 million AUMSEC registeredNo commissions reportedElderado Financial, INC1030 S. Townsend Ave, Suite a · Montrose, CO 81401 · (970) 249-9900 · Financial planningCRD 112908 · % of assets, Hourly charges, Fixed fees · $237.2 million AUMSEC registeredNo commissions reportedFour Seasons Investment Advisors, INC.1120 E Main Street · Montrose, CO 81401 · (970) 252-7471 · Financial planningCRD 132375 · % of assets · $106.8 million AUMState registeredNo commissions reportedHigh Country Capital Management521 E. Main Street · Montrose, CO 81401 · (970) 249-3499 · Financial planningCRD 106151 · % of assets, Hourly charges · $87.1 million AUMState registeredNo commissions reportedWinvest Investments L.P.20349 Pahgre Road · Montrose, CO 81403 · (970) 249-3602 · % of assets managedCRD 114358 · % of assets · $53.1 million AUMState registeredNo commissions reported
Talking to advisers in Montrose? 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.