user avatar

Ricky Byrd

Advisor at Bighorn Wealth Management

Updated today

Location

Thornton, CO 80241

Credentials

Series 63

Industry experience

39 years

About

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Client services

Based on Bighorn Wealth Management

Financial planning Educational seminars or workshops

Expertise

Based on Bighorn Wealth Management

General retirement planning General tax planning Wealth management General estate planning guidance

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees typically ranging from $6,500 to $35,000 for Financial Planning and Consulting Services.

Commissions

Clients may implement financial plans through LPL Financial registered representative, paying commissions and fees customary to brokerage services.

Project-based

$200 to $300 per hour for Financial Planning and Consulting Services.

Other

Fee-only: Financial Planning and Consulting Services fees charged on hourly basis ($200 to $300 per hour) or fixed fee basis ($6,500 to $35,000), fees negotiable and agreed upon prior to contract.

Location

12412 York Street, 12412

Thornton, CO 80241

Most active in

Colorado · Texas

Work history

LPL Financial

2007 - Present (19 years)

Disclosures

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

Business activities & affiliations

user avatar

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
user avatar

Zack G

CFP®

Denver, CO

True Riches Financial Planning

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
user avatar

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
user avatar

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
user avatar

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
user avatar

Craig T

ChFC®, Series 63

Louisville, CO

Asset Solutions

Craig Thompson is a ChFC®-designated financial advisor with 26 years of industry experience. He has been the sole advisor at Asset Solutions since 2003. Asset Solutions is an independent registered investment adviser managing approximately $13.5 million for around 76 clients, mainly individual investors and small-business retirement accounts. The firm employs an active, market-timing investment approach using technical, cyclical, and fundamental analysis to rotate among sectors and asset classes, with portfolios that may be concentrated or moved fully to cash depending on market conditions.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")