Financial advisors · Colorado
Fee-only financial advisors in Colorado Springs, CO
35 fee-only investment advisers have offices in Colorado Springs, Colorado, according to their Form ADV filings with the SEC and state regulators. 29 offer hourly or flat-fee arrangements, 6 charge only a percentage of the assets they manage, and 32 provide financial planning. 20 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 3 firms report disciplinary history and are listed last.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Envoy Advisory Inc.
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 · (888) 879-1376
- Assets managed
- $615M
- Individual clients
- 1,985
- Advisory staff
- 12
- Registered with
- SEC
Profile · Website · SEC record
Altus Wealth Group, LLC
423 South Cascade Avenue, Colorado Springs, CO 80903 · (719) 900-1295
- Assets managed
- $620M
- Individual clients
- 785
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Intergy Private Wealth, LLC
13 S. Tejon ST. Suite 400, Colorado Springs, CO 80903 · (719) 413-8820
- Assets managed
- $603M
- Individual clients
- 580
- Advisory staff
- 5
- Registered with
- SEC
Profile · Website · SEC record
Advisers Investment Management, Inc.
1255 Lake Plaza DR. Suite 244, Colorado Springs, CO 80906 · (719) 540-9990
- Assets managed
- $105M
- Individual clients
- 572
- Advisory staff
- 5
- Registered with
- CO, KS, OK +
Profile · Website · SEC record
Seamount Financial Group Inc
90 So Cascade Avenue Suite 970, Colorado Springs, CO 80903 · (719) 471-1171
- Assets managed
- $745M
- Individual clients
- 485
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Petra Financial Advisors Inc
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903 · (719) 636-9000
- Assets managed
- $447M
- Individual clients
- 378
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Bonfire Financial, LLC
5755 Mark Dabling Blvd Ste 220, Colorado Springs, CO 80919 · (719) 394-3900
- Assets managed
- $234M
- Individual clients
- 261
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
56 Capital Partners, Ltd
1465 Kelly Johnson Blvd Suite 200, Colorado Springs, CO 80920 · (719) 418-3773
- Assets managed
- $113M
- Individual clients
- 260
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
RS Asset Management, LLC
5731 Silverstone Ter Suite 280, Colorado Springs, CO 80919 · (719) 219-8444
- Assets managed
- $107M
- Individual clients
- 251
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Planwiser Financial
3710 Sinton Road Suite 100, Colorado Springs, CO 80907 · (719) 822-0808
- Assets managed
- $169M
- Individual clients
- 211
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Exceptional Wealth & Family Office
422 East Vermijo Avenue, Suite 200A, Colorado Springs, CO 80903 · (719) 715-4179
- Assets managed
- $292M
- Individual clients
- 188
- Advisory staff
- 5
- Registered with
- SEC
Profile · Website · SEC record
Intentional Wealth Strategies
1125 Kelly Johnson Blvd. Suite 111, Colorado Springs, CO 80920 · (719) 694-8002
- Assets managed
- $171M
- Individual clients
- 161
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Bauer Wealth Management Inc.
5755 Mark Dabling Blvd Suite 245, Colorado Springs, CO 80919 · (719) 575-9000
- Assets managed
- $206M
- Individual clients
- 160
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Adelmann Financial, Inc.
1295 Kelly Johnson Blvd. Suite 210, Colorado Springs, CO 80920 · (719) 599-7374
- Assets managed
- $106M
- Individual clients
- 126
- Advisory staff
- 2
- Registered with
- CO
Profile · Website · SEC record
Corundum Group, Inc.
1 South Nevada Suite 200, Colorado Springs, CO 80903 · (719) 228-1080
- Assets managed
- $1.7B
- Individual clients
- 124
- Advisory staff
- 11
- Registered with
- SEC
Profile · Website · SEC record
Peace of Mind Financial Planning, Inc
7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919 · (719) 836-8181
- Assets managed
- $124M
- Individual clients
- 121
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Best Life Infinity, LLC
1755 Telestar DR. Ste. 300, Colorado Springs, CO 80920 · (719) 966-1985
- Assets managed
- $48M
- Individual clients
- 110
- Advisory staff
- 6
- Registered with
- SEC
Targeted Wealth Solutions
1755 Telstar DR 3rd Floor, Colorado Springs, CO 80920 · (303) 800-8179
- Assets managed
- $72M
- Individual clients
- 104
- Advisory staff
- 5
- Registered with
- CO, TX
Profile · Website · SEC record
Unity Wealth Strategies
2301 E Pikes Peak Ave, Colorado Springs, CO 80910 · (719) 602-1221
- Assets managed
- $8.5M
- Individual clients
- 93
- Advisory staff
- 2
- Registered with
- CO, OH
Profile · Website · SEC record
Matthews Advisors, LLC
3125 Austin Bluffs Parkway, Colorado Springs, CO 80918 · (719) 344-2992
- Assets managed
- $57M
- Individual clients
- 76
- Advisory staff
- 1
- Registered with
- CO, LA
Profile · Website · SEC record
Wealth Logic, LLC
102 S. Tejon Street Suite 1100, Colorado Springs, CO 80903 · (719) 955-1001
- Assets managed
- Not reported
- Individual clients
- 55
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Cobalt Private Wealth LLC
5251 Bancroft HTS, Colorado Springs, CO 80906 · (719) 332-3863
- Assets managed
- $24M
- Individual clients
- 51
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Brightwork Wealth Management, LLC
7035 Campus DR Ste 804, Colorado Springs, CO 80920 · (719) 785-9170
- Assets managed
- $34M
- Individual clients
- 46
- Advisory staff
- 2
- Registered with
- AZ, CO
Profile · Website · SEC record
Partners Capital Management, Inc.
Colorado Springs, CO (office address not published) · (719) 593-2277
- Assets managed
- $30M
- Individual clients
- 29
- Advisory staff
- 2
- Registered with
- CO, TX
Profile · Website · SEC record
Cornerstone Financial Planning
Colorado Springs, CO (office address not published) · (719) 204-3965
- Assets managed
- $15M
- Individual clients
- 23
- Advisory staff
- 1
- Registered with
- CA, CO
Profile · Website · SEC record
Carriere Financial Planning LLC
Colorado Springs, CO (office address not published) · (719) 421-6333
- Assets managed
- $5.0M
- Individual clients
- 22
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Coah Financial
Colorado Springs, CO (office address not published) · (719) 900-1179
- Assets managed
- $3.5M
- Individual clients
- 13
- Advisory staff
- 1
- Registered with
- CO
Harting Financial, LLC
2045 Diamond Creek DR, Colorado Springs, CO 80921 · (719) 432-9657
- Assets managed
- Not reported
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
King Financial Planning & Management, LLC
7222 Commerce Center Drive Suite 220, Colorado Springs, CO 80919 · (719) 302-1088
- Assets managed
- Not reported
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Ramsay Stattman Vela & Price Inc
2 N. Cascade Ave., Ste 810, Colorado Springs, CO 80903 · (719) 473-6925
- Assets managed
- $779M
- Individual clients
- 390
- Advisory staff
- 5
- Registered with
- SEC
Profile · Website · SEC record
Bruni J V & Co
1528 N Tejon Street, Colorado Springs, CO 80907 · (719) 575-9880
- Assets managed
- $1.1B
- Individual clients
- 386
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Bullock Capital Alliance, Inc.
1880 Office Club Pointe Suite 120, Colorado Springs, CO 80920 · (719) 772-6027
- Assets managed
- $98M
- Individual clients
- 51
- Advisory staff
- 1
- Registered with
- CO
Season Investments, LLC
102 S Tejon ST #750, Colorado Springs, CO 80903 · (719) 528-8400
- Assets managed
- $160M
- Individual clients
- 75
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Reports disciplinary history. Read the details on the SEC record before engaging.
Peak Investment Advisors, Inc.
5825 Delmonico Drive Suite 310, Colorado Springs, CO 80919 · (719) 260-6475
- Assets managed
- $235M
- Individual clients
- 39
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Reports disciplinary history. Read the details on the SEC record before engaging.
Everoak Wealth Co
7222 Commerce Center DR., Ste 108, Colorado Springs, CO 80919 · (719) 300-6700
- Assets managed
- Not reported
- Individual clients
- Under 5
- Advisory staff
- 9
- Registered with
- SEC
Profile · Website · SEC record
Reports disciplinary history. Read the details on the SEC record before engaging.
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Fee-only advisers near Colorado Springs
Another 6 fee-only firms have offices within 30 miles.
- Castle Rock 6 firms · 26 mi
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in Colorado Springs?
Form ADV records how firms charge, not what they charge. Of the 35 firms listed here, 29 offer hourly or flat fees and 30 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these Colorado Springs advisers selected?
Every registered investment adviser with an office in Colorado Springs that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.