Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Carly N
CFP®
Frisco, CO
Capital Consulting & Asset Management
Carly Nixon is a CFP® professional with two years of experience in financial advising at Capital Consulting & Asset Management. Prior to joining the firm, she spent two years at the College for Financial Planning and teaches English as a part-time professor at Colorado Mountain College, working primarily with Spanish-speaking students. Capital Consulting & Asset Management provides financial planning, portfolio management, and qualified plan consulting services to individual investors and retirement plan sponsors, managing over $218 million in discretionary assets. The firm uses model portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client profiles, and offers additional access to third-party managers for larger accounts and specialized retirement plan services.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters