Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Calum B
Series 63, Series 66
Morrison, CO
Xcelsior Advisor Partners LLC
Calum Bashford is a financial advisor at Xcelsior Advisor Partners LLC with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and legal positions at several law offices. Xcelsior Advisor Partners LLC offers discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm develops individualized Investment Risk Profiles and employs a mix of in-house advice, licensed model portfolios, independent sub-advisors, and third-party platforms to manage client assets.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters