Varra Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$302,226,845
Clients
508
Advisors
5
of 7 employees
About
Varra Financial provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm prepares written Investment Policy Statements and delivers ongoing portfolio oversight as well as one‑time financial plans and pension consulting tailored to client goals.
The firm relies on modern portfolio theory and a long‑term trading approach, documenting risk tolerance and asset allocation in each client’s Investment Policy Statement. Although Varra’s advisory agreements request discretionary authority, the brochure reports that the vast majority of its reported assets are managed on a non‑discretionary basis (approximately $300 million of about $305 million), so clients frequently retain final trading authority.
Varra requires clients to use certain custodians and notes receipt of various support services from its custodian relationship, and several advisory personnel are also registered representatives and licensed insurance agents—arrangements the firm discloses as potential conflicts of interest. Unlike many peers, the firm does not aggregate block trades across clients and discloses that it does not participate in wrap fee programs or accept performance‑based fees.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $2,500 and $25,000.
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Main office
1849 Cherry St., Unit 16
Louisville CO 80027
Advisors at this office
5
Most active in
California · Colorado · Florida · Nebraska · Texas
Also doing business as
Varra Financial · Varra 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
Is not active or affiliated with:
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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.
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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.
Quick links
Advisors at this firm
Chanda S
CFP®, Series 66
Louisville, CO
Varra Financial
Chanda Sloat is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Varra Financial and Varra Wealth Management LLC in Louisville, CO. Prior to her advisory roles, she spent time at the University of Colorado, Leeds School of Business. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in modern portfolio theory and typically offers non-discretionary management to its clients.
Gina V
Series 63, Series 65
Louisville, CO
Varra Financial
Gina Varra is a financial advisor with Varra Financial in Louisville, Colorado, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Varra Wealth Management LLC since 2022, LPL Financial since 2017, and National Planning Corporation from 2002 to 2017. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and emphasizes documented risk tolerance and asset allocation, serving mostly under non-discretionary advisory agreements.
Cameron D
Series 63, Series 66
Louisville, CO
Varra Financial
Cameron Dunford is a financial advisor with Varra Financial in Louisville, CO, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His work history includes positions at Oppenheimer Funds Inc. from 2011 to 2018 and concurrent roles with Varra Wealth Management LLC and LPL Financial since 2018. Outside of his advisory work, he is involved with a home-based business entity unrelated to investments. Varra Financial provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm emphasizes modern portfolio theory and long-term trading, offering both discretionary and primarily non-discretionary portfolio management.
James J
CFP®, Series 63
Louisville, CO
Varra Financial
James Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Varra Financial. He has worked at Varra Wealth Management LLC since 2022 and previously held roles at LPL Financial and COUNTRY Financial. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a long-term trading approach based on modern portfolio theory and prepares detailed Investment Policy Statements to guide portfolio management.
Matthew D
CFP®, Series 63, Series 66
Louisville, CO
Varra Financial
Matthew Danaher is a CFP® with nine years of industry experience currently working at Varra Financial in Louisville, CO. His prior experience includes roles at Charles Schwab, U.S. Bancorp Investments, and Wells Fargo. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term trading approach grounded in modern portfolio theory and often manages assets on a non-discretionary basis, allowing clients to retain final trading authority.
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