user avatar

Tina Denise Watson

Advisor at One Brick Planning & Consulting, LLC — Colorado Springs, CO

Updated today

Credentials

CFP®, Series 65

Experience

10 years

Location

Colorado Springs, CO 80920

One Brick Planning & Consulting, LLC logo

One Brick Planning & Consulting, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

22 Low

Avg AUM per client

$666,268 Typical

HNW client ratio

44% High

About

Tina Watson is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is a senior partner at Watson CPA Group, where she manages business and accounting operations, and has been with the firm since 2007. Since 2018, she has also served as an advisor at One Brick Planning & Consulting, LLC. One Brick Planning & Consulting provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes passive core portfolios built with index mutual funds and ETFs, integrates tax planning into its services, and maintains a close operational relationship with accounting and tax services through its partner's CPA firm role.

Client services

Based on One Brick Planning & Consulting, LLC

Financial planning Portfolio management Selection of other advisers Tax preparation services

Expertise

Based on One Brick Planning & Consulting, LLC

Passive / index investing Factor investing / smart beta Business ownership considerations

Occupation focus

Based on One Brick Planning & Consulting, LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Upfront financial planning fees from $500 to $3,000; Retirement Plan Consulting flat fees range from $2,500 to $250,000.

Percentage

$0 - $300,000: $3,000 (flat annual fee) $300,001 - $500,000: $4,000 (flat annual fee) $500,001 - $1,000,000: $6,000 (flat annual fee) $1,000,001 - $1,500,000: $8,000 (flat annual fee) $1,500,001 - $2,000,000: $10,000 (flat annual fee) $2,000,001 - $2,500,000: $12,000 (flat annual fee) $2,500,001 - $3,000,000: $14,000 (flat annual fee) $3,000,001+: +$3,000 per additional $1,000,000 or customized quote

Project-based

Project Based Planning hourly rates range from $150 to $300 per hour.

Subscriptions

Ongoing Planning monthly fees range from $50 to $1,000 depending on complexity and client needs.

Other

Minimum fee: Annual advisory fees ranging from $3,000 to $25,000 based on complexity and asset size for Wealth Management Services; Retirement Plan Consulting minimum fee of $2,500. Fee-only: Ongoing Planning fees range from $50 to $1,000 per month; Project Based Planning hourly fees range from $150 to $300 per hour.

Location

See office

Colorado Springs, CO

9475 Briar Village Point #325

Colorado Springs CO 80920

Advisors at this office

1

Most active in

Colorado

Work history

10 years of industry experience

One Brick Planning & Consulting, LLC

2018 - Present • 8 years

Colorado Springs, CO

SFD Capital LLC

2016 - 2018 • 2 years

Colorado Springs, CO

SFD Capital LLC

2016 - 2018 • 2 years

Colorado Springs, CO

Watson CPA Group

2007 - Present • 19 years

Colorado Springs, CO

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

Andy H

Series 66, Series 7

Colorado Springs, CO

Creative Financial Designs, Inc.

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Long-term care insurance Retirement income strategy General retirement planning Roth conversion strategy Annuities Religious/faith focused
user avatar

Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General retirement planning
user avatar

Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Douglas Holden is a CFP® with nine years of experience in the financial advisory industry. He is the sole advisor at First Light Financial, an independent firm based in Colorado Springs, CO. In addition to his advisory work, Holden has a long-standing role at Performance Technologies, Inc., where he has worked since 1995. First Light Financial provides financial planning and investment advisory services primarily to individual households with at least $100,000 in investable assets. The firm employs a predominantly passive investment strategy called "TIPS Plus!" that utilizes low-cost index funds, with occasional use of active funds, and maintains portfolios through agreed asset allocations, periodic rebalancing, and tax-loss harvesting.

Passive / index investing
user avatar

Aaron R

Series 65

Colorado Springs, CO

Strong Mountains Financial Planning

Aaron Ritchie is the principal advisor at Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has experience in financial services through prior roles at USAA and Progressive Insurance, spanning over two decades when including various tenures from 2003 to 2026. Strong Mountains Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines active and passive strategies based on Modern Portfolio Theory, offering discretionary portfolio management alongside project-based and ongoing planning services.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Dan H

CFP®

Colorado Springs, CO

Cornerstone Financial Planning

Cornerstone Financial Planning is an independent, fee-only wealth management firm helping individuals and families steward wealth intentionally through proactive financial planning, prudent investing, and values-driven decision-making. We work with clients who want to build wealth with purpose, pursue long-term financial independence, and align their financial lives with what matters most. Services include comprehensive financial planning, investment management, retirement planning, tax-efficient investing, real estate planning and investment analysis, risk management, and ongoing financial guidance. With personal experience in real estate investing, we help clients evaluate opportunities, navigate complexity, and make more confident financial and real estate decisions. Our approach is personalized, relationship-driven, and built around helping clients simplify complex financial decisions so they can live more intentionally and create a meaningful, impactful life.

General tax planning Wealth management Self-Employed Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
user avatar

Erika W

Series 66, Series 65

Colorado Springs, CO

Sagegrove Investment Advisory Group, LLC

Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance and UnionBanc Investment Services, among other roles. Williams serves as an unpaid board member of the Aquillius Institute and is Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on long-term, disciplined portfolio construction with an emphasis on stewardship, strategic asset allocation, diversification, and tax-aware management.

Concentrated stock management Tax-loss harvesting ESG / Sustainable investing Business succession planning General estate planning guidance Executive Founder/Business Owner
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")