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Cimarron Wealth Management, Inc.

Updated today

Client AUM

$303,787,649

Clients

552

Advisors

10

across 2 offices

About

Cimarron Wealth Management provides investment advisory and planning services to individuals (including high‑net‑worth clients) and retirement plan sponsors, offering ongoing asset management, financial planning, and retirement‑plan consulting and fiduciary management. The firm also delivers public educational offerings — seminars and workshops — that are presented on an impersonal basis and, in some cases, free of charge for attendees.

Advisory services are tailored to each client’s objectives and may be delivered on a discretionary basis using model portfolios, strategic and tactical asset allocation, and a primarily value‑oriented long‑term approach supplemented by fundamental, technical and cyclical analysis. Clients can use web‑based planning tools (including scenario planning, retirement income tools, document vaults and account aggregation) and receive account reviews at least quarterly with a formal annual review.

Notable differentiators include an affiliated attorney who provides legal services through a separate law practice and may bill clients separately for legal work, and the firm’s regular provision of public workshops and seminars. The firm’s advisors are also registered representatives of a national broker‑dealer and disclose operational ties — including receipt of a multi‑year forgivable loan and certain expense reimbursements from that custodial partner — conflicts the firm states are addressed through disclosures and internal policies.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Maximum annual flat fee of $30,000 for asset management or complex financial planning services; financial planning fees are typically waived if asset management services are engaged.

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.70% $50,000,001+: Negotiable

Other

Account minimum: $250,000

Main office

See office

1701 Niagara Rd

Montrose CO 81401

Advisors at this office

9

Most active in

Arizona · California · Colorado · Florida · Idaho · Louisiana · Tennessee · Texas · Washington

Also doing business as

Cimarron Wealth Management, Inc. · Colorado West Investments, Inc. · Colorado West Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Betty T

Series 63, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Betty Tomlinson is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and affiliated firms since 2014, as well as at LPL Financial LLC. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach emphasizes value-oriented investing and strategic asset allocation, using model portfolios and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Kevin S

Series 63, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Kevin Sanderford is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and LPL Financial since 2005. Outside of his advisory work, he has been involved in several business entities for tax and investment purposes. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation through tailored strategies using mutual funds, ETFs, individual securities, and offers fiduciary consulting and public educational seminars.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Brian D

Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Brian Dow is a financial advisor with Cimarron Wealth Management, Inc. in Montrose, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gateway Wealth Partners, LPL Financial, Adviser's Pride, and Edward Jones. Outside of his advisory work, he serves as a Planning and Zoning Commissioner for the City of Rifle and is the Head of School at Liberty Classical Academy. Cimarron Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and financial planning with a primarily value-oriented, long-term investment approach, complemented by public educational seminars and workshops.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Adlai M

Series 63, Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Adlai McMahon is a financial advisor at Cimarron Wealth Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cimarron Wealth Management since 2024, with prior experience at Paychex Securities Corporation and Paychex, Inc. McMahon volunteers as a DJ responsible for music at KBUT Community Radio in Gunnison Valley. Cimarron Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers tailored advisory services using a primarily value-oriented long-term approach and conducts public educational seminars and workshops.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Ashley D

Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Ashley Dejulio is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. She holds a Series 65 credential and has been with Cimarron Wealth Management since 2018. Outside of her advisory role, she is the sole owner of Southmont Solutions CPA, LLC, a business focused on accounting and tax preparation services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering fiduciary consulting and management services.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Kyle K

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Kyle Kyburz is a CFP® with six years of industry experience, currently serving as an advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado. He has been with Cimarron Wealth Management and its predecessor, Colorado West Investments, since 2019, and also has experience with LPL Financial and Strategic Wealth Advisors Group. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives while offering discretionary and non-discretionary portfolio management alongside financial planning and fiduciary consulting.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Lincoln A

Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Lincoln Anderson is a Series 65-registered financial advisor with Cimarron Wealth Management, Inc. in Montrose, Colorado, bringing five years of industry experience. Prior to joining Cimarron Wealth Management, he worked at Colorado West Investment, Inc. and has owned Lincoln W. Anderson, LLC, where he serves as a licensed attorney. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, tailored to clients’ objectives, and also offers legal services through an affiliated attorney.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Michael M

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Michael Murphy is a CFP® professional with seven years of experience in financial advising, currently serving at Cimarron Wealth Management, Inc. in Montrose, CO. His prior roles include positions at LPL Financial and Strategic Wealth Advisors Group. Outside of advisory work, he has been involved with Financial Aid TV and Denver Seminary. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives and offering both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Todd H

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Todd Heasty is a CFP® and Series 66-registered advisor with Cimarron Wealth Management, Inc. in Gunnison, CO, bringing four years of industry experience. Prior to joining Cimarron Wealth Management in 2022, he worked at Strategic Financial Management, Inc. and LPL Financial. He also has experience as a small business owner, operating a Scooter's Coffee franchise since 2017, and served nearly two decades with the Loveland Fire Rescue Authority. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm focuses on value-oriented investing and strategic asset allocation using model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities, with tailored strategies to meet client objectives.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Richard F

ChFC®, Series 63, Series 65

Worley, ID

Cimarron Wealth Management, Inc.

Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His previous experience includes roles at Financial Advocates Investment Management and Cambridge Wealth Management. Cimarron Wealth Management provides investment advisory and planning services to individuals and retirement plan sponsors, emphasizing tailored strategies through discretionary asset management and a primarily value-oriented, long-term approach. The firm also offers public seminars and workshops and integrates legal services through an affiliated attorney.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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