Fee-OnlyFinder

Advisers in Westminster, CO

4 advisers in Westminster — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Ace Wealth Partners, LLC9191 Sheridan Blvd, #223 · Westminster, CO 80031 · (303) 263-3235 · Financial planningCRD 153595 · % of assets, Hourly charges, Fixed fees · $79.1 million AUMState registeredNo commissions reportedApo Financial Services, LLC10155 Westmoor Drive, Suite 125 · Westminster, CO 80021 · (720) 588-2000 · Financial planningCRD 297647 · % of assets, Hourly charges, Fixed fees · $124.3 million AUMSEC registeredNo commissions reportedMountain Capital Investment Advisors INC12235 Pecos St, Suite 100 · Westminster, CO 80234 · (720) 500-0050 · Financial planningCRD 156660 · % of assets · $929.1 million AUMSEC registeredNo commissions reportedTownsend2761 W. 120th Ave., Suite 200 · Westminster, CO 80234 · (303) 452-5986 · Financial planningCRD 113681 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported
Talking to advisers in Westminster? 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.