Fiduciary advisors in Lakewood, CO

8 registered advisers

As a Colorado city, Lakewood maintains a small but active advisory presence. 8 SEC-registered fiduciary firms serve the area, 7 on a fee-only basis.

BAM WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #330237
Typical Fee--
AUM$202M
Minimum--
Clients839

BASON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #165450
Typical Fee--
AUM$849M
Minimum--
Clients840

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC

Fee-Only, No ConflictsClean Record
Lakewood, ColoradoCRD #298843
Typical Fee--
AUM$532M
Minimum--
Clients4

FINANCIAL SECURITY MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #116570
Typical Fee--
AUM$556M
Minimum--
Clients2,578

HINDS FINANCIAL GROUP INC

Clean RecordAlso Compensated via Brokerage
Lakewood, ColoradoCRD #129971
Typical Fee--
AUM$537M
Minimum--
Clients629

INNOVATIVE FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
Lakewood, ColoradoCRD #127469
Typical Fee--
AUM$105M
Minimum--
Clients85

LEGACY WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #333032
Typical Fee--
AUM$646M
Minimum--
Clients2,028

MATTERN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakewood, ColoradoCRD #299342
Typical Fee--
AUM$999M
Minimum--
Clients1,190
Fiduciary Advisors in Lakewood, Colorado | FiduciaryListings