Browse all Flat-fee advisors in Colorado

Every advisor below is licensed to work with clients in Colorado. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Colorado advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,571
Retired	3,489
Tax-loss harvesting	3,004
Wealth management	2,905
Retirement plans for business owners (SEP, solo 401k)	2,556
Executive	2,463
College savings (529s, UTMA, etc.)	1,719
Retirement income strategy	1,560
Private / alternative investments	1,432
Options & derivatives strategies	1,153
General retirement planning	1,115
Business exit / sale strategy	1,113
ESG / Sustainable investing	1,014
Annuities	844
Active portfolio management	732
Self-Employed	696
Cash flow / budgeting	585
Charitable giving & philanthropy	519
Concentrated stock management	514
Approaching retirement	430
HENRY (High Earners, Not Rich Yet)	424
Business succession planning	402
Debt management	366
Social Security optimization	366
Passive / index investing	300
Real estate investing	256
Income planning	232
General tax planning	226
Established Professionals	187
General estate planning guidance	186
Financial Professional	176
Business ownership considerations	155
Women Professionals	119
Retirement withdrawal strategies	115
Mid-Career Professionals	86
Values-based investing	86
Long-term care insurance	84
Equity compensation tax strategy	81
Tax strategies for small businesses	71
Dentist	61
Doctor or Medical Professional	53
Educators, Teachers, and Academics	45
Factor investing / smart beta	44
Young Professionals	42
Professional Athlete	37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	37
Equity Recipients (RS/RSU, SOP, ESPP)	36
Life insurance needs analysis	35
Charitable giving tax strategies	31
Roth conversion strategy	29
Business sale tax planning	25
Family Business	24
Divorce financial planning	21
Multi-generational wealth transfer	18
Religious/faith focused	18
Military & Veterans	17
Stock option exercise strategy	16
Airline Pilot	13
Young Families	13
Retired	11
Attorney	10
Medicare planning	9
Technology Professional	9
Business Financial Management	6
Christian Faith Based	6
Disability insurance	6
Divorced	6
Dual Income Family	6
Intergenerational Families	6
Women's Finance	5
Sandwich Generation	4
Engineering Professional	3
Widow/Widower	3

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

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support