Fiduciary advisors in Colorado Springs, CO

24 registered advisers

Colorado Springs is five military installations and the Air Force Academy make defense-related financial planning a local advisory specialty, and 24 SEC-registered fiduciary firms serve local investors. Among them, 21 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ACCELERATED WEALTH ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #170022
Typical Fee--
AUM$186M
Minimum--
Clients740

ALTUS WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #287848
Typical Fee--
AUM$573M
Minimum--
Clients2,323

BAUER WEALTH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #152977
Typical Fee--
AUM$206M
Minimum--
Clients609

BEST LIFE INFINITY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #319232
Typical Fee--
AUM$39M
Minimum--
Clients138

BONFIRE FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #288522
Typical Fee--
AUM$234M
Minimum--
Clients815

BRUNI J V & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #106644
Typical Fee--
AUM$947M
Minimum--
Clients653

CASCADE INVESTMENT GROUP, INC.

Also Compensated via Brokerage
Colorado Springs, ColoradoCRD #35844
Typical Fee--
AUM$378M
Minimum--
Clients974

CORUNDUM GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #106490
Typical Fee--
AUM$1.5B
Minimum--
Clients465

ENVOY ADVISORY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #306559
Typical Fee--
AUM$534M
Minimum--
Clients2,543

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #109036
Typical Fee--
AUM$956M
Minimum--
Clients2,298

INTENTIONAL WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #327743
Typical Fee--
AUM$140M
Minimum--
Clients573

INTERGY PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #315698
Typical Fee--
AUM$467M
Minimum--
Clients2,117

ONE BOW RIVER ADVISERS, LLC.

Fee-Only, No ConflictsClean Record
Colorado Springs, ColoradoCRD #333311
Typical Fee--
AUM$519M
Minimum--
Clients1

ONE FUNDS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #331689
Typical Fee--
AUM$507M
Minimum--
Clients3

PEACE OF MIND FINANCIAL PLANNING, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #289067
Typical Fee--
AUM$118M
Minimum--
Clients429

PEAK INVESTMENT ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #113967
Typical Fee--
AUM$140M
Minimum--
Clients196

PETRA FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #107196
Typical Fee--
AUM$388M
Minimum--
Clients1,183

PLANWISER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #331675
Typical Fee--
AUM$134M
Minimum--
Clients907

RAMSAY STATTMAN VELA & PRICE INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #105156
Typical Fee--
AUM$779M
Minimum--
Clients404

RS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #157768
Typical Fee--
AUM$107M
Minimum--
Clients251

SEAMOUNT FINANCIAL GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #107834
Typical Fee--
AUM$665M
Minimum--
Clients1,604

SEASON INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Colorado Springs, ColoradoCRD #158070
Typical Fee--
AUM$143M
Minimum--
Clients270

SENIOR TAX ADVISORY GROUP, INC.

Clean Record
Colorado Springs, ColoradoCRD #318058
Typical Fee--
AUM$88M
Minimum--
Clients1,142

SUMMIT WEALTH GROUP

Clean RecordAlso Compensated via Brokerage
Colorado Springs, ColoradoCRD #335242
Typical Fee--
AUM$1.4B
Minimum--
Clients4,911
Fiduciary Advisors in Colorado Springs, Colorado | FiduciaryListings