Fiduciary advisors in Colorado Springs, CO

Colorado Springs, Colorado

Advenire Wealth Management is a Colorado Springs-based firm providing financial planning and investment management services under a fiduciary standard. The firm was established by founders seeking to align advisor incentives more closely with client interests and operates under a written fiduciary oath provided to all clients. The firm emphasizes trust-based relationships and personalized planning tied to clients' individual goals and aspirations.

Colorado Springs, Colorado

Fee-Only Independent RIA

Bonfire Financial is an independent, fee-only registered investment advisor in Colorado Springs staffed by CFP professionals who operate on a fiduciary basis. The firm offers a structured four-step planning process called the Bonfire Method, which costs $4,500 and produces written planning documents covering taxes, insurance, investments, estate planning, and alternative assets; clients who engage in ongoing services receive a full credit of this fee. After the initial planning engagement, clients can choose among three service models: independent implementation of the plan, full portfolio management at a fee starting at 1.00% annually with a $7,000 minimum, or consulting-only guidance at a flat $6,000 annual fee.

Colorado Springs, Colorado

Buddhi Quant is an investment advisory firm in Colorado Springs, Colorado. The office is open five days a week.

Colorado Springs, Colorado

Carriere Financial Planning is a fee-only financial advisory firm in Colorado Springs founded in 2021 and registered as an investment advisory firm, serving clients nationwide with a focus on self-employed individuals, small-business owners, and professionals with equity compensation. Principal Paul Carriere holds the CFP credential and operates under a fiduciary standard, offering financial planning, investment management, and tax-focused strategies including retirement account optimization, tax-loss harvesting, and cost-basis analysis. The firm employs a four-step process starting with goal discovery and culminating in ongoing plan adjustments, with no account minimum and primarily virtual meeting availability. Carriere emphasizes personalized, customized planning that addresses each client's unique circumstances rather than standardized approaches.

Colorado Springs, Colorado

Carson Wealth is an investment advisory firm in Colorado Springs, Colorado. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Colorado Springs, Colorado

City Center Financial is an independent, fiduciary-registered advisory firm in Colorado Springs serving pre-retirees and retirees, including business owners, doctors, teachers, engineers, and government employees. The firm offers retirement income planning, including Social Security strategy and pension coordination, alongside wealth management, tax planning, estate coordination, and risk assessment. Operating under fiduciary obligation, the firm works with clients on a planning-first basis without representing any brokerage or insurance company, and uses digital tools to facilitate account access and financial guidance.

Colorado Springs, Colorado

Confidence Financial Partners is an investment advisory firm in Colorado Springs, Colorado. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Colorado Springs, Colorado

David Urlaub - Thrivent is an investment advisory firm in Colorado Springs, Colorado. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Colorado Springs, Colorado

Fee-Only Independent RIA

Howe & Rusling Wealth Management is an independent, fiduciary-registered investment advisor with a Colorado Springs office serving clients across over 30 states. The firm provides investment management and wealth management services on a fee-only basis, employing active portfolio management across stocks, bonds, and ETFs with attention to tax-loss harvesting strategies. Michael Carrico, a CFP® and Chartered Retirement Planning Counselor™ with over 11 years of industry experience, leads the Colorado Springs branch and applies a holistic, personalized planning approach supported by multiple CFP® professionals on staff and sophisticated planning software. The firm also facilitates introductions to specialized professionals as needed and offers electronic account management alongside educational content.

Colorado Springs, Colorado

Integro Wealth Advisors is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 7 Google reviews.

Colorado Springs, Colorado

Patrick Neukom - Raymond James is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Colorado Springs, Colorado

PlanWiser is a Colorado Springs-based firm offering financial planning and tax planning services. The firm's leadership includes founder and CEO Joel Top alongside financial advisor James Mulzer, supported by a tax and accounting team that includes multiple CPAs and tax professionals. The organization maintains dedicated client service and operations support functions to serve its clientele.

Colorado Springs, Colorado

Rocky Mountain Financial Services provides financial planning, investment management, and retirement planning services to pre-retirees, retirees, dentists, healthcare professionals, and business owners in Colorado Springs. The firm develops customized financial strategies addressing retirement income planning, business succession planning, wealth transfer, and risk management, often coordinating with outside portfolio managers and other professional advisors. The practice is led by Jerry Biegler and serves clients seeking integrated approaches to their financial goals across multiple life stages and professional circumstances.

Colorado Springs, Colorado

Independent RIA

Sagegrove Financial Partners is an independent RIA based in Colorado Springs that combines fiduciary investment advisory services with insurance analysis through two integrated entities: Sagegrove Investment Advisory Group, LLC (investment management and financial planning for Colorado clients) and Sagegrove Insurance Solutions, LLC (licensed in Arizona and Colorado). The firm serves values-oriented families, business owners, and mission-driven organizations, and follows a structured five-step process emphasizing discovery, goal clarity, implementation, monitoring, and ongoing partnership. The practice emphasizes integrated planning that coordinates with clients' other professional advisors including attorneys, CPAs, and risk specialists.

Colorado Springs, Colorado

Unity Wealth Strategies, based in Colorado Springs, offers financial planning and investment management services including ongoing comprehensive planning, project-based planning for specific milestones, and asset oversight. The firm operates as a fee-only fiduciary, charging via flat fees, hourly rates, or assets under management, and explicitly states it does not accept commissions. The firm's approach emphasizes long-term, diversified investing aligned with client goals and risk tolerance, with regular monitoring and adjustments as circumstances change.