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Eric Butler

Advisor at Eastsound Capital Advisors, LLC

Updated today

Location

Broomfield, CO

Credentials

Series 63, Series 66

Industry experience

16 years

About

Eric Butler is a financial advisor at Eastsound Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Stadion Money Management, Fiduciary Investment Trusts, JM Equity Venture, and Digital Wealth Partners. Outside of his advisory work, he is an independent insurance agent transacting in insurance products, including annuities. Eastsound Capital Advisors provides discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs both strategic and tactical asset allocation to construct portfolios tailored to client goals.

Client services

Based on Eastsound Capital Advisors, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eastsound Capital Advisors, LLC

Options & derivatives strategies Active portfolio management Tax-loss harvesting

Occupation focus

Based on Eastsound Capital Advisors, LLC

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning fees typically range from $750-$5,000 per plan; comprehensive financial planning fees typically range from $1,500-$2,500 per plan

Project-based

$150 to $500 per hour billed upon completion

Other

Account minimum: $100,000

Location

Broomfield, CO

Most active in

Colorado

Work history

Eastsound Capital Advisors

2024 - Present (2 years)

Tactive Advisors, LLC

2024 - 2024 (1 year)

Various Agencies

2024 - Present (2 years)

Digital Wealth Partners

2023 - 2024 (1 year)

Digital Wealth Partners LLC

2023 - 2024 (1 year)

JM Equity Venture

2023 - 2025 (2 years)

APO Financial Services, LLC

2021 - 2023 (2 years)

Fiduciary Investment Trusts

2020 - 2021 (1 year)

Stadion Money Management

2017 - 2020 (3 years)

Stadion Money Management

2017 - 2020 (3 years)

Sowell Management Services

2016 - 2017 (1 year)

Sowell Management Services

2015 - 2017 (2 years)

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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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
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CFP®

Denver, CO

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Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior experience includes roles at LearnLux, where he provides consulting on financial well-being and company benefits, and Brighton Jones. He also performs tax preparation services for advisory clients. True Riches Financial Planning offers comprehensive financial planning and discretionary investment management through a Household CFO model, serving individual and non‑high‑net‑worth clients. The firm integrates modern portfolio theory with various analytical approaches and manages accounts using both active and passive investment vehicles, incorporating tax-aware strategies and socially responsible investment options when requested.

College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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Bruce F

Series 63, Series 65

Boulder, CO

Fleet Capital Management, LLC

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Active portfolio management Tax-loss harvesting Wealth management
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Joseph M

Series 63, Series 65

Northglenn, CO

Fortified Wealth Strategies, Inc.

Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Kestra Financial Services, and Nfp Securities. Outside of advisory work, he serves as an adjunct professor at the University of Colorado, teaching a business school course. Fortified Wealth Strategies serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing financial planning and investment advisory services. The firm manages client portfolios on a non-discretionary basis, utilizing custom allocation models and third-party managers, with an emphasis on strategic asset allocation and periodic rebalancing.

General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Kyle S

Series 65

Superior, CO

Kyso Financial

Kyle Sothers is the sole advisor at Kyso Financial, a state-registered independent investment advisory firm based in Superior, Colorado. He holds a Series 65 designation and has eight years of industry experience, having managed investments privately before founding Kyso Financial in 2016. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three actively managed model portfolios and a customized ETF-based option. The firm employs a fundamentally driven approach combining growth and value strategies with a long-term orientation, alongside the explicit use of hedging techniques and derivatives for tactical downside protection in certain accounts.

Active portfolio management Tax-loss harvesting Passive / index investing
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