Columbia Benefits, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,419,758
Clients
109
Advisors
1
of 1 employees
About
The firm provides comprehensive financial planning and discretionary asset management to individuals, trusts, small business owners, qualified and non‑qualified retirement plans, charitable organizations, and endowments. Its service set includes portfolio management, financial planning, retirement plan consulting and third‑party administration (TPA), and licensed insurance sales.
Portfolios are managed on a discretionary basis using an open‑architecture platform, combining fundamental and qualitative security analysis with asset‑allocation decisions and both long‑ and short‑term strategies as appropriate; clients receive quarterly reporting and at‑least‑annual reviews. The firm develops individualized risk profiles and customizes recommendations based on each client’s objectives, time horizon, liquidity needs, and prior investment history.
Distinctive for a solo independent adviser, the firm routinely provides pension consulting and TPA services for plan sponsors and acts as an investment fiduciary for ERISA plan accounts, performing tasks such as nondiscrimination testing, recordkeeping support, and audit assistance. The firm and its representatives are also licensed insurance brokers/agents, disclose that insurance commissions may be received, and note that a material portion of practitioner time (about 20% on retirement‑plan work and about 10% on insurance activities) is devoted to those services.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.50%
Commissions received from insurance product sales by licensed insurance agents/brokers.
Financial Advisor: $250 per hour; Para-Planner: $125 per hour; Administrative Assistant: $30 per hour.
Account minimum: $250,000
Main office
7200 S. Alton Way, Suite B 210
Centennial CO 80112
Advisors at this office
1
Most active in
Colorado · Nevada · Texas · Wyoming
Also doing business as
Benefits Integrity · Columbia Benefits, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)