Ways to browse Flat-fee advisors serving Denver, CO

Pick a specialty to browse more Flat-fee advisors serving Denver, CO.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,257
Retired	1,550
Wealth management	1,237
Retirement plans for business owners (SEP, solo 401k)	1,176
Executive	1,174
Tax-loss harvesting	1,019
College savings (529s, UTMA, etc.)	934
Retirement income strategy	853
Private / alternative investments	778
General retirement planning	747
Options & derivatives strategies	613
ESG / Sustainable investing	487
Debt management	435
Social Security optimization	431
Active portfolio management	307
Business exit / sale strategy	306
Charitable giving & philanthropy	301
Concentrated stock management	293
HENRY (High Earners, Not Rich Yet)	248
Annuities	247
Approaching retirement	238
Cash flow / budgeting	229
Established Professionals	141
Passive / index investing	140
General tax planning	106
Real estate investing	96
General estate planning guidance	88
Women Professionals	83
Income planning	81
Mid-Career Professionals	75
Financial Professional	74
Self-Employed	74
Business ownership considerations	64
Long-term care insurance	53
Equity compensation tax strategy	50
Values-based investing	41
Business succession planning	34
Retirement withdrawal strategies	32
Factor investing / smart beta	26
Tax strategies for small businesses	24
Professional Athlete	22
Doctor or Medical Professional	21
Young Professionals	21
Life insurance needs analysis	18
Roth conversion strategy	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Family Business	12
Multi-generational wealth transfer	12
Charitable giving tax strategies	10
Educators, Teachers, and Academics	8
Medicare planning	8
Technology Professional	8
Military & Veterans	7
Religious/faith focused	7
Divorce financial planning	6
Christian Faith Based	5
Dual Income Family	5
Intergenerational Families	4
Young Families	4
Divorced	3

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