Sierra DawsonManaging your money often feels like a second job that you never actually applied for. You might be frantically planning for retirement or trying to save for your child’s university tuition.
Doing it all alone is incredibly tough. That is why finding the right professional partner is so important for your peace of mind.
We have scoured the city to find professionals who can actually help you build and protect your assets.
Here is our list of the best financial advisors in Denver to get your financial life on track.
How much do a financial advisor’s services cost in Denver?
The cost of hiring a top-tier financial advisor in Denver really depends on exactly what you need and how complex your financial situation is right now.
If you are looking for ongoing help, the most common model involves the advisor charging a percentage of the total assets they manage for you.
For a portfolio of around $500,000, you might pay between $3,750 and $7,500 a year. If you have more invested, that percentage usually drops.
For those who just want a one-time roadmap without the long-term commitment, flat fees are a fantastic option to consider. A comprehensive financial plan often costs between $2,500 and $5,000.
Alternatively, if you just need a few hours of advice on a specific issue, hourly rates generally range from $120 to over $500.
Some firms also offer annual retainers, which can be around $7,500 for simpler needs.
1. Colorado Wealth Group
Website: https://www.coloradowealthgroup.com/
Address: 1345 S. Broadway, Denver
Contact: 720 729 2500 / [email protected]
Office Hours: Mon – Fri, 8 AM – 5 PM
Colorado Wealth Group stands out because they integrate wealth management, tax strategy, and insurance planning under one roof.
This means you do not have to juggle multiple professionals or worry about miscommunication between your accountant and your broker.
Their holistic process is designed to look at your entire financial picture rather than just your investment portfolio. They operate as fiduciaries, meaning they provide objective advice that is always in your best interest.
I really appreciated how transparent they were about their fee structure. During my inquiry, they clearly laid out the flat-fee options without any high-pressure sales tactics.
It made the whole financial planning process feel much more approachable than what you might expect from traditional, stuffy firms. Their team is responsive and focuses heavily on a personalised client experience.
However, if you only need very basic investment management without the deep planning services, their comprehensive offerings might feel a bit expensive for your specific needs.
It took me 12 years to find (with the help of a solid recommendation) a financial planning/management firm with the expertise, outlook, and dedication to earn my trust. Working with Colorado Wealth Group has really boosted my confidence and reduced my stress. My only regret is that I didn’t learn about them years ago. Two thumbs up
– Dave Jones, Google Review
Colorado Wealth Group (Jacob and Emily, specifically) have been exceptional in helping us manage our money! They have taken the stress out of managing investments and taught us how to make sure we are set up for the future!
– Colin Murtaugh, Google Review
2. Global Wealth Strategies & Associates
Website: https://www.gwsa.us/
Address: 3200 Cherry Creek Drive South, Suite 280, Denver
Contact: 720 420 4870
Office Hours: Mon – Fri, 9 AM – 5 PM
If you’re on the hunt for financial advice that is truly independent and unbiased, Global Wealth Strategies & Associates is definitely worth a look.
They emphasize a fiduciary-led approach, which gives you confidence that their advice prioritizes your financial health over their own commissions.
Their team is packed with credentialed experts, including Certified Financial Planners and insurance professionals, ensuring that every angle of your wealth is considered.
Notably, they offer a discretionary asset management service, which is ideal if you want professional oversight without having to be involved in the daily trading decisions.
The firm focuses intensely on long-term security, tailoring holistic plans that adapt as your life goals shift. It feels very much like a partnership where your future security is the primary goal.
On the downside, because they offer such a high level of expertise and hands-on management, they may have higher account minimums or fees compared to more automated investment platforms.
I cannot recommend GWS&A highly enough. Their professionalism, expertise, and unwavering commitment to their clients’ financial success make them invaluable. Their entire team is incredibly kind, helpful, and patient with my many questions about my finances/taxes.
– Camille Chan, Google Review
I would (and have) recommend Adam and his team to anyone. I’ve been with them for almost a decade and wouldn’t change a thing. He has helped up through the many facets of life to include giving advice on topics unrelated to financial planning and wealth management. I’d recommend setting a free phone call or visit to see what they have to offer with no strings attached.
– Jon Harmeling, Google Review
3. Maia Wealth
Website: https://maiawealth.com/
Address: 1401 17th St. Ste. 850, Denver
Contact: 720 644 8803 / [email protected]
Office Hours: Mon – Thu, 8 AM – 6 PM; Fri, 8 AM – 5 PM
Maia Wealth prides itself on being a fully independent, fiduciary-only firm, which is a significant plus for anyone worried about conflicts of interest.
They reject the use of generic templates, opting instead to build holistic financial plans from scratch for every single client. Their services are incredibly comprehensive, covering everything from investment management to estate and philanthropy planning.
On top of that, they have a multi-disciplinary team that includes Certified Public Accountants and attorneys, adding depth to their advice.
During my consultation with their team, I was genuinely impressed by how they broke down complex tax planning strategies into simple terms I could actually understand.
It gave me a lot of confidence that they were not just trying to confuse me with jargon.
The only potential drawback is that their high-touch, comprehensive model is generally geared toward individuals with a higher net worth, so it might not be the best fit for someone just starting out.
We had an excellent experience with Maia Wealth. Our wealth manager was Darcy, she was knowledgeable and answered all our questions.
– Paula Regan, Google Review
I’ve been with Maia for years. Incredibly knowledgeable and even more patient with my many questions. Obvious attention to detail with big and small clients. Have suggested them to friends and family with positive results. Wouldn’t trust anyone else to help plan my financial future.
– Alex Moorhead, Google Review
4. EdgeRock
Website: https://edgerockwealth.com/
Address: 7001 East Belleview Ave, Suite 800, Denver
Contact: 303 780 7350 / [email protected]
Office Hours: Mon – Thu, 9 AM – 5 PM; Fri, 9 AM – 2 PM
EdgeRock distinguishes itself with a bespoke, client-centred approach that digs deep into your personal values before talking numbers.
Their “Summit Plan” is a standout offering, providing a comprehensive retirement framework that covers income planning, healthcare, Social Security, and legacy goals.
They also prioritise active risk management and tax-aware investment strategies, which are crucial for preserving wealth during volatile market periods.
This means they are constantly looking for ways to minimise your tax burden while maximising returns.
This firm is excellent for those who view their financial advisor as a long-term partner rather than just a portfolio manager.
However, their highly personalised and detailed service model means they might be less accessible if you are looking for a low-cost, purely digital advisory option.
I am thrilled to be a part of the EdgeRock Wealth Management family. When I say “family” it is because that is how I feel about the entire team. They are extremely welcoming and helpful. Kyle Shelley has made an extraordinary impact on my financial future. His wisdom, guidance and kindness are truly wonderful. Thank you!
– Teresa Champion, Google Review
Kyle has represented us for almost 9 years. I am always very confident that our portfolio is well taken of. The security of our account is my #1 concern and Kyle is aware of this and is always responsive of any issue we may have. He is always available for us, no matter how busy he is.
– Jennie Grondorf, Google Review
5. Alpha 1 Tax & Wealth
Website: https://www.alpha1wealth.com/
Address: 4725 S. Monaco St., Suite 110, Denver
Contact: 720 650 7526 / [email protected]
Office Hours: Mon – Fri, 8:30 AM – 5 PM
Alpha 1 Tax & Wealth offers a truly full-service experience by combining tax strategy, retirement planning, and estate planning all within one firm.
Their primary strength lies in reducing complexity. They manage almost every aspect of your financial life internally, so you do not have to coordinate between different offices.
They follow a strict fiduciary standard, ensuring that every piece of advice is aimed at your best interest. This approach is well-suited for people who want a “one-stop shop” for their finances, as it ensures your tax strategy aligns perfectly with your investment goals.
They have in-house experts who provide diverse perspectives on your wealth, leading to highly customised plans. Instead of getting piecemeal advice, you get a cohesive strategy.
The main downside is that the broad scope of their services might feel a bit overwhelming if you are someone who prefers a simpler, more narrow advisory relationship.
As always, enjoyed our meeting. Gus does an excellent lob of explaining things in a way that makes it easy to understand. i have been with him for years and my wife moved her investments here as well. We are very happy with are association with Gus and Alpha1.
– Don Stone, Google Review
I recently began working with Lee and I couldn’t be more pleased with the experience. From our initial conversation, he took the time to thoroughly understand my financial goals and current situation. I highly recommend Lee to anyone looking for a trustworthy and skilled financial advisor. He has truly made me confident in my financial future!
– Ian Ryan, Google Review
