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 SalesTypical Fee--
AUM$202M
Minimum--
Clients839
BASON ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$849M
Minimum--
Clients840
EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$532M
Minimum--
Clients4
FINANCIAL SECURITY MANAGEMENT, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$556M
Minimum--
Clients2,578
HINDS FINANCIAL GROUP INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$537M
Minimum--
Clients629
INNOVATIVE FINANCIAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$105M
Minimum--
Clients85
LEGACY WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$646M
Minimum--
Clients2,028
MATTERN CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$999M
Minimum--
Clients1,190