Fee-only adviser · Parker, CO
Tailored Tax and Wealth
Tailored Tax and Wealth is a fee-only investment adviser registered with the securities regulator of Colorado, with a mailing address in Parker, Colorado (its office is a private residence, so the street address is not published). On its latest Form ADV, filed January 21, 2026, it reports $50K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 337265 |
| Office | Parker, CO (mailing address; office not published) |
| Phone | (720) 767-2141 |
| Website | www.tailoredtaxandwealth.com |
| Regulatory assets under management | $50K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Parker
- Oatley & Diak, LLC. $30M
- Ten Talents Financial Planning LLC $51M
- Conexus Capital Management, LLC $61M
- Eight Peaks Wealth Management $2.2M
- Investment & Tax Strategies, Inc. $118M
- Bloomfield Asset Management, Inc $96M
See all 7 fee-only advisers in Parker →
Nearby
- Lone Tree 1 firm
- Englewood 11 firms
- Foxfield 1 firm
- Centennial 14 firms
- Aurora 1 firm
- Greenwood Village 28 firms
- Castle Rock 6 firms
- Highlands Ranch 6 firms
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