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Chad Michael Wanger

Advisor at Gill Capital Partners, LLC — Denver, CO S. Ulster St.

Updated today

Credentials

Series 65

Experience

11 years

Location

Denver, CO 80237

Gill Capital Partners, LLC logo

Gill Capital Partners, LLC

Team

Total advisors

10

Across 2 offices

Clients per advisor

43 Low

Avg AUM per client

$1,525,592 High

HNW client ratio

45% High

About

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Client services

Based on Gill Capital Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Gill Capital Partners, LLC

Wealth management Options & derivatives strategies

Occupation focus

Based on Gill Capital Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees typically range from $2,500 to $10,000; plan design and implementation fixed fees range from $4,000 to $50,000; other services fixed fees can be up to $25,000.

Percentage

$0 - $999,999: 1.00% (with tax preparation services) or 0.95% (without tax preparation services) $1,000,000 - $1,999,999: 0.95% (with tax preparation services) or 0.90% (without tax preparation services) $2,000,000 - $2,999,999: 0.85% (with tax preparation services) or 0.80% (without tax preparation services) $3,000,000 - $3,999,999: 0.75% (with tax preparation services) or 0.70% (without tax preparation services) $4,000,000 - $4,999,999: 0.65% (with tax preparation services) or 0.60% (without tax preparation services) $5,000,000 - $9,999,999: 0.50% $10,000,000 - $24,999,999: 0.40% $25,000,000+: 0.30%

Commissions

Some clients pay commissions in lieu of advisory fees; associated persons may receive commissions and 12b-1 fees from investment companies.

Project-based

Up to $500/hour for plan design and implementation; up to $300/hour for tax planning and preparation and other additional services.

Other

Account minimum: $1,000,000

Location

See office

Denver, CO S. Ulster St.

4582 S. Ulster St., Suite 1400

Denver CO 80237

Advisors at this office

9

Most active in

Colorado

Work history

11 years of industry experience

Gill Capital Partners

2015 - Present • 11 years

Denver, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel M

Series 66, Series 7

Parker, CO

High Peaks Wealth Strategies

Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with eleven years of industry experience. He holds a Series 7 and 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Daniel manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as Treasurer. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Life insurance needs analysis Self-Employed Doctor or Medical Professional Pharmacist Executive Consultant

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

Justin A

CFA®, Series 63

Greenwood Village, CO

Owl Creek Wealth Partners

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Self-Employed Retired Executive Approaching retirement Established Professionals Retired Intergenerational Families
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Ben B

Series 63, Series 65

Englewood, CO

Hornor, Townsend & kent, LLC

Benjamin Batiste is the Founder and Principle Advisor of Crestmark Wealth Group. He holds Series 63 and Series 65 licenses and previously worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life, and the U.S. Department of Homeland Security. Batiste serves as a board member of the Buckley Spouses Group, a nonprofit providing meals and education to military families facing food scarcity. Crestmark Wealth Group serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Business succession planning Wealth management HENRY (High Earners, Not Rich Yet) Career Changers Approaching retirement Mid-Career Professionals Established Professionals
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