Ways to browse Flat-fee advisors serving Colorado

Pick a specialty to browse more Flat-fee advisors serving Colorado.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,579
Retired	3,498
Tax-loss harvesting	3,026
Wealth management	2,981
Retirement plans for business owners (SEP, solo 401k)	2,556
Executive	2,495
College savings (529s, UTMA, etc.)	1,723
Retirement income strategy	1,590
Private / alternative investments	1,450
Options & derivatives strategies	1,154
Business exit / sale strategy	1,122
General retirement planning	1,106
ESG / Sustainable investing	981
Annuities	835
Active portfolio management	732
Self-Employed	694
Cash flow / budgeting	585
Concentrated stock management	534
Charitable giving & philanthropy	514
HENRY (High Earners, Not Rich Yet)	460
Approaching retirement	429
Business succession planning	399
Debt management	364
Social Security optimization	347
Passive / index investing	326
Income planning	253
Real estate investing	252
General tax planning	228
Established Professionals	224
General estate planning guidance	216
Financial Professional	175
Business ownership considerations	155
Retirement withdrawal strategies	119
Women Professionals	119
Tax strategies for small businesses	100
Equity compensation tax strategy	84
Long-term care insurance	84
Mid-Career Professionals	83
Values-based investing	67
Dentist	62
Doctor or Medical Professional	54
Educators, Teachers, and Academics	45
Factor investing / smart beta	44
Young Professionals	44
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	36
Roth conversion strategy	32
Charitable giving tax strategies	31
Family Business	26
Business sale tax planning	23
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	7
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

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

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 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. Show more

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

We review transparently

Get to know your advisors' credentials, 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 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. Show more

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