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.
Heirloom Wealth Management LLC
6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 · (720) 328-2877
- Assets managed
- $1.1B
- Individual clients
- 829
- Advisory staff
- 17
- Registered with
- SEC
Profile · Website · SEC record
Nilsine Partners, LLC
5675 DTC Boulevard Suite 175, Greenwood Village, CO 80111 · (303) 529-5800
- Assets managed
- $1.9B
- Individual clients
- 540
- Advisory staff
- 12
- Registered with
- SEC
Profile · Website · SEC record
Dodds Wealth, LLC
5251 DTC Parkway Ste 720, Greenwood Village, CO 80111 · (303) 539-3900
- Assets managed
- $706M
- Individual clients
- 421
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Stordahl Capital Management, Inc.
8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111 · (303) 770-0602
- Assets managed
- $676M
- Individual clients
- 297
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Financially Speaking Inc
5889 Greenwood Plaza Blvd Suite 400, Greenwood Village, CO 80111 · (303) 290-0702
- Assets managed
- $165M
- Individual clients
- 295
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
JPL Wealth Management, LLC
5300 DTC Pkwy Suite 100, Greenwood Village, CO 80111 · (855) 575-5752
- Assets managed
- $588M
- Individual clients
- 289
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Noble Wealth Management P.b.c.
6400 S Fiddlers Green Circle Suite 525, Greenwood Village, CO 80111 · (303) 325-3061
- Assets managed
- $444M
- Individual clients
- 198
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Paramount Associates Wealth Management
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111 · (720) 921-1000
- Assets managed
- $146M
- Individual clients
- 189
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Causey Wealth LLC
6400 S. Fiddlers Green Circle Suite 975, Greenwood Village, CO 80111 · (303) 672-9876
- Assets managed
- $393M
- Individual clients
- 185
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Bright Advisors
4950 S Yosemite ST F2 #394, Greenwood Village, CO 80111 · (253) 970-4935
- Assets managed
- $128M
- Individual clients
- 178
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Downing Street Wealth Management LLC
6312 S Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 · (720) 360-0886
- Assets managed
- $176M
- Individual clients
- 150
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Alpha Capital Family Office, LLC
5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111 · (303) 900-0185
- Assets managed
- $296M
- Individual clients
- 147
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Owl Creek Wealth Partners
8101 E. Prentice Ave Suite 675, Greenwood Village, CO 80111 · (303) 409-4409
- Assets managed
- $602M
- Individual clients
- 100
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Centerpiece Wealth Advisor
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 · (720) 296-5495
- Assets managed
- $139M
- Individual clients
- 75
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Zeit Capital Advisors
Greenwood Village, CO (office address not published) · (206) 713-9655
- Assets managed
- $170M
- Individual clients
- 73
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Oak Street Investments
5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111 · (720) 515-6822
- Assets managed
- $125M
- Individual clients
- 65
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
The Western Wealth Group, Inc.
7887 E. Belleview Avenue Suite 1100, Greenwood Village, CO 80111 · (877) 770-5875
- Assets managed
- $107M
- Individual clients
- 61
- Advisory staff
- 1
- Registered with
- CO, HI
Profile · Website · SEC record
One Brick Planning & Consulting, LLC
5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111 · (720) 660-2491
- Assets managed
- $31M
- Individual clients
- 43
- Advisory staff
- 2
- Registered with
- CO
Profile · Website · SEC record
Inclinevest
6400 S Fiddlers Green Cir Ste 300, Greenwood Village, CO 80111 · (720) 306-1620
- Assets managed
- $28M
- Individual clients
- 41
- Advisory staff
- 2
- Registered with
- CO
Profile · Website · SEC record
Seed Money Consulting
8400 E Prentice Avenue, Suite 1500, Greenwood Village, CO 80111 · (720) 255-1108
- Assets managed
- $4.8M
- Individual clients
- 30
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Fiduciary Counsel, Inc.
Greenwood Village, CO (office address not published) · (720) 338-8982
- Assets managed
- $8.8M
- Individual clients
- 22
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Meritor Capital
8400 E Prentice Ave Suite 1360, Greenwood Village, CO 80111 · (720) 792-4512
- Assets managed
- $25M
- Individual clients
- 7
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Maxq Asset Management LLC
6400 S Fiddlers Green Circle Suite 300, Greenwood Village, CO 80111 · (720) 452-2343
- Assets managed
- $408M
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Investment Management Associates
5690 DTC Boulevard Suite 140W, Greenwood Village, CO 80111 · (303) 796-8333
- Assets managed
- $810M
- Individual clients
- 375
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Icon Advisers, Inc.
8480 E Orchard Road Suite 1200, Greenwood Village, CO 80111 · (303) 790-1600
- Assets managed
- $876M
- Individual clients
- 290
- Advisory staff
- 5
- Registered with
- SEC
Profile · Website · SEC record
Evergreen Private Wealth
6161 S Syracuse Way Ste 240, Greenwood Village, CO 80111 · (720) 617-2885
- Assets managed
- $265M
- Individual clients
- 166
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Douglass Financial Group
6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111 · (720) 550-4340
- Assets managed
- $12M
- Individual clients
- 94
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Summit Hill Wealth Management, LLC
5619 DTC Parkway Suite 550, Greenwood Village, CO 80111 · (720) 773-9297
- Assets managed
- $146M
- Individual clients
- 59
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
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Fee-only advisers near Greenwood Village
Another 152 fee-only firms have offices within 30 miles.
- Centennial 14 firms · 2 mi
- Englewood 11 firms · 3 mi
- Aurora 1 firm · 5 mi
- Lone Tree 1 firm · 6 mi
- Glendale 1 firm · 7 mi
- Highlands Ranch 6 firms · 8 mi
- Foxfield 1 firm · 9 mi
- Denver 91 firms · 9 mi
- Littleton 11 firms · 10 mi
- Parker 7 firms · 10 mi
- Lakewood 6 firms · 13 mi
- Arvada 2 firms · 17 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 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.