Fee-OnlyFinder

Tafoya Barrett and Associates PC

Financial planning in Durango, CO

State registeredNo commissions reported

Call (970) 259-8000Send a messageMap ↗

Public-record details

Address
150 East 9th Street, Suite 300, Durango, CO 81301
Phone
(970) 259-8000
Listed under
Financial planning, Hourly fees, Flat / fixed fees
CRD number
107248
Registration
State registered: CO
Compensation (Form ADV 5.E)
Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers
Clients reported (Form ADV 5.D)
50
Individual / high-net-worth clients
50 / 0
Employees
4
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2025-03-20

State registered (CO) investment adviser, CRD 107248, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Durango

Evergreen Wealth Advisors813 Main Ave, Suite 203 · Durango, CO 81301 · (970) 403-3783 · Financial planningCRD 155966 · % of assets, Hourly charges · $46.2 million AUMState registeredNo commissions reportedFamily Financial Solutions Group, LLC270 East College Drive, Suite 100 · Durango, CO 81301 · (970) 259-1040 · % of assets managedCRD 172725 · % of assets · $500.7 million AUMSEC registeredNo commissions reportedIntelligent Investment Management,llp150 East 9th St, Ste 333 · Durango, CO 81301 · (970) 403-1234 · Financial planningCRD 108833 · % of assets, Other · $104.7 million AUMState registeredNo commissions reportedIron River Capital LLC752 Main Avenue, Unit 201 · Durango, CO 81301 · (970) 426-5300 · Financial planningCRD 173307 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMState registeredNo commissions reportedMcAlvany Wealth Management, LLC166 Turner Dr · Durango, CO 81301 · (866) 211-8970 · % of assets managedCRD 146021 · % of assets · $224.2 million AUMSEC registeredNo commissions reportedPriority Financial Partners1309 E. 3rd Ave, Unit 112 · Durango, CO 81301 · (970) 880-9577 · Financial planningCRD 165806 · % of assets, Hourly charges, Fixed fees · $100.7 million AUMState registeredNo commissions reportedRed Mountain Financial Partners555 Rivergate Lane - Suite B1-107 · Durango, CO 81301 · (970) 259-1313 · Financial planningCRD 174672 · % of assets, Hourly charges, Fixed fees · $225.6 million AUMSEC registeredNo commissions reportedSwan Global Investments, LLC1099 Main Ave, Suite 206 · Durango, CO 81301 · (970) 382-8901 · % of assets managedCRD 114669 · % of assets · $2.4 billion AUMSEC registeredNo commissions reported

All 9 in Durango →