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Scott Alan Gorham

Advisor at Gorham Wealth Management, LLC — Golden, CO

Updated today

Credentials

ChFC®, Series 65

Experience

18 years

Location

Golden, CO 80401

Gorham Wealth Management, LLC logo

Gorham Wealth Management, LLC

Independent

Total advisors

1

Clients per advisor

20 Typical

Avg AUM per client

$720,000 High

HNW client ratio

80% Very High

About

Scott Gorham is a financial advisor at Gorham Wealth Management, LLC in Golden, CO, holding a ChFC® designation and a Series 65 license with 18 years of industry experience. He has led his own firms since 2007 and has worked as an airline pilot for United Airlines since 1990. Outside of advisory services, he maintains a significant career as a pilot and volunteers as a committee chair. Gorham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs third-party managers through the Envestnet platform and combines fundamental analysis with technical reviews in its client strategies.

Client services

Based on Gorham Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Gorham Wealth Management, LLC

General retirement planning College savings (529s, UTMA, etc.)

Occupation focus

Based on Gorham Wealth Management, LLC

Airline Pilot

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Fee options

Fixed

Negotiable fixed fees ranging from $250 to $1,000 for financial planning services.

Percentage

Up to 1.00% annualized (negotiable, maximum 1.00%)

Project-based

$250 per hour for financial planning services.

Other

Account minimum: $10,000 Fee-only: Fixed fees from $250 to $1,000 for financial planning based on investible assets; hourly rate of $250/hour for financial planning services.

Location

Golden, CO

602 Park Point Drive, Suite 240

Golden CO 80401

Advisors at this office

1

Most active in

Colorado · Texas

Work history

18 years of industry experience

Gorham Wealth Management, LLC

2011 - Present • 15 years

Golden, CO

Gorham & Associates, LLC

2007 - Present • 19 years

Golden, CO

United airlines

1990 - Present • 36 years

Chicago, IL

Disclosures

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

Business activities & affiliations

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

Stephanie M

CFP®, EA

Arvada, CO

Aspen Wealth Strategies, LLC

Stephanie is a Wealth Advisor and Principal of Aspen Wealth Planning, an independently-owned financial planning and tax-focused firm partnered with Aspen Wealth Strategies for investment management. A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience, she is passionate about identifying opportunities and delivering comprehensive strategies for individuals and businesses. As a Chartered Special Needs Consultant™, Enrolled Agent, Capital Markets & Securities Analyst®, Psychology of Financial Planning Specialist™, and Certified Financial Counselor™, her expertise includes special needs planning, tax strategies, and financial counseling. Stephanie is a proud member of NAPFA and the FeeOnly network. She also serves in a pro bono advisory capacity, offering financial literacy and planning services to seniors, veterans, individuals with cancer diagnoses, and underprivileged families.

Active portfolio management Retirement income strategy Medicare planning General tax planning Early retirement planning Approaching retirement Established Professionals Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Young Professionals
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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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Jeffrey M

Series 65

Littleton, CO

Windmiller

Jeffrey Miller is a financial advisor at Windmiller with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Financial Group and UnitedHealthcare, among other roles. In addition to his advisory duties, he is licensed as an insurance agent. Windmiller provides investment management and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm employs a combination of model strategies, fundamental and technical analysis, and a proprietary sector-growth consensus model, while also offering tax preparation and planning services alongside insurance-licensed advice.

Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management General retirement planning Life insurance needs analysis Founder/Business Owner
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Jeffrey D

Series 63, Series 65

Westminster, CO

Scenic Wealth Management, LLC

Jeffrey Davis is a financial advisor with Scenic Wealth Management, LLC in Westminster, CO. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has been with Scenic Wealth Management since 2010. Scenic Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis and incorporates strategies such as options, short sales, and margin transactions, distinguishing itself with the use of derivatives and borrowing in managed accounts.

Options & derivatives strategies Active portfolio management
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