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Lisa Ann Cowan

Advisor at Welch Financial Planning, LLC — Boulder, CO

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

11 years

Location

Boulder, CO 80301-2600

Welch Financial Planning, LLC logo

Welch Financial Planning, LLC

Supported

Total advisors

3

Clients per advisor

52 Typical

Avg AUM per client

$1,261,756 High

HNW client ratio

34% Typical

About

Lisa Cowan is a CFP® professional with 11 years of industry experience, currently serving at Welch Financial Planning, LLC. Her prior roles include positions at WealthPLAN Partners and Cambridge Investment Research. Outside of advisory work, she is involved in managing rental properties. Welch Financial Planning advises individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm employs a “Bucket System” to allocate assets across different time horizons and offers comprehensive financial planning and portfolio management services.

Client services

Based on Welch Financial Planning, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Welch Financial Planning, LLC

General retirement planning Income planning Cash flow / budgeting Tax strategies for small businesses

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Fee options

Fixed

Financial planning fixed fees ranging from $2,500 to $20,000; estate planning flat fees negotiated through Wealth.com.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% Over $3,000,000+: 0.75% (flat)

Project-based

Hourly financial planning fees ranging from $350 to $500 per hour.

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees may be fixed fees ranging from $2,500 to $20,000; hourly fees range from $350 to $500 per hour; ongoing financial planning fees are negotiated and defined in agreement.

Location

Boulder, CO

1790 38th Street, Ste. 205

Boulder CO 80301

Advisors at this office

3

Most active in

Colorado

Work history

11 years of industry experience

Welch Financial Planning, LLC

2024 - Present • 2 years

Boulder, CO

WealthPLAN Partners, LLC

2020 - Present • 6 years

Omaha, NE

WealthPlan Partners, Inc

2019 - Present • 7 years

Boulder, CO

Securities America, inc.

2019 - Present • 7 years

Boulder, CO

Cambridge Investment Research Advisors

2019 - 2019 • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2018 - 2019 • 1 year

Fairfield, IA

Scottrade

2015 - 2018 • 3 years

Westminser, CO

Disclosures

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

Business activities & affiliations

Tyler M

Series 66

Broomfield, CO

Farther

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) RSUs / ISOs / NSOs General retirement planning Concentrated stock management Technology Professional Retired Self-Employed Biotech Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Retired Established Professionals Approaching retirement

Holly C

CFP®, Series 63, Series 66

Louisville, CO

Edward Jones

Holly Chandler is a CFP®-designated financial advisor with Edward Jones, based in Louisville, CO, bringing 20 years of experience in tax efficient retirement and wealth planning. She has worked at Edward Jones since 2017. Additionally, she has been involved with Front Range Community College since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the country.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive Approaching retirement
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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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Aaron L

Series 65, Series 66

Longmont, CO

Ellis Financial Solutions LLC

Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, CO. He holds Series 65 and Series 66 designations and has four years of industry experience. Prior to founding his current firm in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of financial advising, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management, financial planning, and retirement plan consulting primarily for individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation approach based on modern portfolio theory, using a blend of passive and active mutual funds and ETFs, and offers specialized ERISA fiduciary services and pension consulting.

Wealth management
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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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