Foothills Investments, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Foothills Investments, L.L.C. provides portfolio analysis, financial planning, investment management and periodic educational seminars to a mix of clients, including individuals, trusts, estates, corporations and other business entities. Services include one‑time portfolio reports, tiered tax‑centric financial planning packages and ongoing discretionary investment management engagements.
The firm’s investment process blends asset allocation using both passive and active vehicles with fundamental, technical and economic analysis, and explicitly incorporates tax‑aware and tax‑advantaged considerations into portfolio and planning recommendations. FIL may accept discretionary trading authority, conducts periodic reviews, and serves as a fiduciary when advising on retirement plan and IRA accounts.
The firm is affiliated with an operating CPA practice and discloses that its principal devotes the majority of their time to providing tax and accounting services, enabling the firm to offer integrated tax and investment advice. FIL also offers no‑cost educational seminars, a “Fresh Perspective” review service for clients already working with other advisors, and planning packages that address corporate tax issues, employee equity programs and retirement‑plan matters, a combination of services not commonly emphasized by many peer investment managers.
Client services
Expertise
Occupation focus
Fee options
Portfolio Analysis: Fresh Perspective $500 (one-time, payable in advance); Wealth Wellness $750 (one-time, payable in advance); Financial Planning Packages (quarterly fees in arrears): Fundamental $2,000; Involved $3,000; Intricate $6,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.05% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.45% $25,000,001+: 0.25%
Main office
Lakewood CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Foothills Accountants · Foothills Investments, L.L.C.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 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
© 2026 Warmer Holdings Inc. ("Warmer")