Skip to content

Financial planning in Montrose, CO

4 advisers in Montrose offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

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 reported Elderado 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 reported Four 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 reported High 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 reported