Boulder Canyon Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,496,609
Clients
20
35% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$1,024,830
About
Boulder Canyon Financial Partners, LLC is a fee‑only, woman‑founded independent registered investment adviser run by a sole owner. The firm offers written financial planning and discretionary portfolio management to individuals and families, high‑net‑worth clients, trusts, pension plan participants, and not‑for‑profit organizations.
The firm follows a top‑down tactical asset allocation process using a relative growth/valuation framework to set sub‑asset class exposures, and it constructs portfolios from a blend of equities, fixed income and opportunistic investments with rebalancing at least twice a year. Boulder Canyon may engage third‑party subadvisors or money managers after due diligence and periodically monitors those managers while using long‑term purchase strategies for client accounts.
Distinctive aspects disclosed in the brochure include the principal’s credential in sustainable, responsible, and impact investing and the firm’s use of private micro‑loans for social benefit as part of its fixed‑income strategy, reflecting an emphasis on socially conscious options. The firm requires custody with Charles Schwab and accepts soft‑dollar research and technology benefits from that custodian (noted as a potential conflict of interest), and it includes a complimentary financial plan for clients who elect investment management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Charitable giving & philanthropy
Tax-loss harvesting
Cash flow / budgeting
Wealth management
Demographic focus
Women Professionals
Values-based investing
Fee options
Financial planning fixed fees ranging from $1,500 to $10,000 for one-time plans.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Minimum fee: $1,250 per quarter minimum fee Fee-only: Fee-only advisory firm, no commissions received.
Main office location
Boulder Canyon Financial
Lafayette CO, United States
Number of offices
1
Most active in
Boulder Canyon Financial has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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