Fee-OnlyFinder

Advisers in Monument, CO

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

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)

All advisers

Advanced Wealth Advice354 Oxbow Dr · Monument, CO 80132 · (719) 425-9770 · Financial planningCRD 340145 · % of assets, Fixed feesState registeredNo commissions reportedAdvisors Asset Management, INC.18925 Base Camp Road, Suite 203 · Monument, CO 80132 · (719) 488-9956 · % of assets managedCRD 46727 · % of assets · $2.2 billion AUMSEC registeredNo commissions reportedArkenstone Financial, LLC19210 Sixpenny Lane, Ste. 100 · Monument, CO 80132 · (719) 559-1919 · Financial planningCRD 153530 · % of assets, Hourly charges, Fixed fees · $97.0 million AUMState registeredNo commissions reportedFinancial Action, INC.283 Washington St · Monument, CO 80132 · (719) 357-7189 · Financial planningCRD 140285 · % of assets, Hourly charges, Fixed fees · $100.3 million AUMSEC registeredNo commissions reportedModern Financial16055 Old Forest PT, Suite 130-A · Monument, CO 80132 · (808) 341-0103 · Financial planningCRD 317409 · % of assets, Hourly charges, Fixed fees · $35.0 million AUMState registeredNo commissions reported
Talking to advisers in Monument? 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.