Financial advisors · Colorado
Fee-only financial advisors in Littleton, CO
11 fee-only investment advisers have offices in Littleton, Colorado, according to their Form ADV filings with the SEC and state regulators. 9 offer hourly or flat-fee arrangements, 1 charge only a percentage of the assets they manage, and 8 provide financial planning. 5 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.
Whipplewood Advisors, LLC
11852 Shaffer Drive Building B, Littleton, CO 80127 · (303) 551-8016
- Assets managed
- $325M
- Individual clients
- 366
- Advisory staff
- 6
- Registered with
- SEC
Asset Solutions, Inc.
8441 West Bowles Avenue Suite 225, Littleton, CO 80123 · (303) 932-2288
- Assets managed
- $98M
- Individual clients
- 300
- Advisory staff
- 4
- Registered with
- CO, FL, TX
Profile · Website · SEC record
Capital Financial Group, Inc.
13986 Bowles Ave. Suite 200, Littleton, CO 80127 · (303) 629-7500
- Assets managed
- $237M
- Individual clients
- 233
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Berenz Wealth Management, LLC
2 West Dry Creek Circle Suite 100, Littleton, CO 80120 · (303) 734-7123
- Assets managed
- $54M
- Individual clients
- 136
- Advisory staff
- 2
- Registered with
- CO
Profile · Website · SEC record
CDP Financial Group, LLC
26 W. Dry Creek Circle Suite 460, Littleton, CO 80120 · (303) 794-0706
- Assets managed
- $100M
- Individual clients
- 110
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
BZ Wealth Advisors, LLC
10288 West Chatfield Avenue Suite 300, Littleton, CO 80127 · (208) 508-4070
- Assets managed
- $26M
- Individual clients
- 34
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Red Meadow Advisors, LLC
Littleton, CO (office address not published) · (720) 315-4339
- Assets managed
- $7.8M
- Individual clients
- 21
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
FTN Capital Management
4873 W. Maplewood Place, Littleton, CO 80123 · (303) 885-2034
- Assets managed
- $31M
- Individual clients
- 8
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
Sprinkle Financial Consultants LLC
1520 West Canal Court, Suite 220, Littleton, CO 80120 · (303) 297-2185
- Assets managed
- $926M
- Individual clients
- 242
- Advisory staff
- 3
- Registered with
- SEC
Hebert Investments
2679 W Main Street Ste 300-707, Littleton, CO 80120 · (303) 986-9110
- Assets managed
- $72M
- Individual clients
- 88
- Advisory staff
- 5
- Registered with
- CO, FL
Profile · Website · SEC record
Advantage Financial Services, Inc.
8361 Sangre de Cristo RD #250, Littleton, CO 80127 · (720) 922-9572
- Assets managed
- $13M
- Individual clients
- 31
- Advisory staff
- 1
- Registered with
- CO
Profile · Website · SEC record
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Fee-only advisers near Littleton
Another 172 fee-only firms have offices within 30 miles.
- Highlands Ranch 6 firms · 4 mi
- Lakewood 6 firms · 8 mi
- Greenwood Village 28 firms · 10 mi
- Centennial 14 firms · 10 mi
- Lone Tree 1 firm · 10 mi
- Glendale 1 firm · 11 mi
- Englewood 11 firms · 11 mi
- Denver 91 firms · 11 mi
- Golden 4 firms · 12 mi
- Arvada 2 firms · 15 mi
- Aurora 1 firm · 15 mi
- Parker 7 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 Littleton?
Form ADV records how firms charge, not what they charge. Of the 11 firms listed here, 9 offer hourly or flat fees and 11 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 Littleton advisers selected?
Every registered investment adviser with an office in Littleton 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.