Financial advisors · Colorado

Fee-only financial advisors in Greenwood Village, CO

28 fee-only investment advisers have offices in Greenwood Village, Colorado, according to their Form ADV filings with the SEC and state regulators. 21 offer hourly or flat-fee arrangements, 5 charge only a percentage of the assets they manage, and 23 provide financial planning. 21 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. None reports disciplinary history.

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.

Showing 28 of 28

Heirloom Wealth Management LLC

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 · (720) 328-2877

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
829
Advisory staff
17
Registered with
SEC

Nilsine Partners, LLC

5675 DTC Boulevard Suite 175, Greenwood Village, CO 80111 · (303) 529-5800

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.9B
Individual clients
540
Advisory staff
12
Registered with
SEC

Dodds Wealth, LLC

5251 DTC Parkway Ste 720, Greenwood Village, CO 80111 · (303) 539-3900

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$706M
Individual clients
421
Advisory staff
7
Registered with
SEC

Financially Speaking Inc

5889 Greenwood Plaza Blvd Suite 400, Greenwood Village, CO 80111 · (303) 290-0702

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$165M
Individual clients
295
Advisory staff
3
Registered with
SEC

JPL Wealth Management, LLC

5300 DTC Pkwy Suite 100, Greenwood Village, CO 80111 · (855) 575-5752

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$588M
Individual clients
289
Advisory staff
2
Registered with
SEC

Noble Wealth Management P.b.c.

6400 S Fiddlers Green Circle Suite 525, Greenwood Village, CO 80111 · (303) 325-3061

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$444M
Individual clients
198
Advisory staff
4
Registered with
SEC

Causey Wealth LLC

6400 S. Fiddlers Green Circle Suite 975, Greenwood Village, CO 80111 · (303) 672-9876

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$393M
Individual clients
185
Advisory staff
7
Registered with
SEC

Bright Advisors

4950 S Yosemite ST F2 #394, Greenwood Village, CO 80111 · (253) 970-4935

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$128M
Individual clients
178
Advisory staff
1
Registered with
SEC

Owl Creek Wealth Partners

8101 E. Prentice Ave Suite 675, Greenwood Village, CO 80111 · (303) 409-4409

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$602M
Individual clients
100
Advisory staff
2
Registered with
SEC

Centerpiece Wealth Advisor

6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 · (720) 296-5495

  • Percentage of assets
  • Financial planning
Assets managed
$139M
Individual clients
75
Advisory staff
2
Registered with
SEC

Zeit Capital Advisors

Greenwood Village, CO (office address not published) · (206) 713-9655

  • Percentage of assets
  • Financial planning
Assets managed
$170M
Individual clients
73
Advisory staff
1
Registered with
SEC

Oak Street Investments

5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111 · (720) 515-6822

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$125M
Individual clients
65
Advisory staff
1
Registered with
SEC

Inclinevest

6400 S Fiddlers Green Cir Ste 300, Greenwood Village, CO 80111 · (720) 306-1620

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$28M
Individual clients
41
Advisory staff
2
Registered with
CO

Seed Money Consulting

8400 E Prentice Avenue, Suite 1500, Greenwood Village, CO 80111 · (720) 255-1108

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$4.8M
Individual clients
30
Advisory staff
1
Registered with
CO

Fiduciary Counsel, Inc.

Greenwood Village, CO (office address not published) · (720) 338-8982

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$8.8M
Individual clients
22
Advisory staff
1
Registered with
CO

Meritor Capital

8400 E Prentice Ave Suite 1360, Greenwood Village, CO 80111 · (720) 792-4512

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$25M
Individual clients
7
Advisory staff
1
Registered with
CO

Maxq Asset Management LLC

6400 S Fiddlers Green Circle Suite 300, Greenwood Village, CO 80111 · (720) 452-2343

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$408M
Individual clients
Under 5
Advisory staff
1
Registered with
SEC

Icon Advisers, Inc.

8480 E Orchard Road Suite 1200, Greenwood Village, CO 80111 · (303) 790-1600

  • Percentage of assets
Assets managed
$876M
Individual clients
290
Advisory staff
5
Registered with
SEC

Douglass Financial Group

6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111 · (720) 550-4340

  • Percentage of assets
Assets managed
$12M
Individual clients
94
Advisory staff
1
Registered with
CO

Not sure which Greenwood Village firm fits?

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Fee-only advisers near Greenwood Village

Another 152 fee-only firms have offices within 30 miles.

How to choose between them

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 Greenwood Village?

Form ADV records how firms charge, not what they charge. Of the 28 firms listed here, 21 offer hourly or flat fees and 28 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 Greenwood Village advisers selected?

Every registered investment adviser with an office in Greenwood Village 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.