CO · Parker

Fiduciary advisors in Parker, CO

2 advisors with offices in Parker. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Parker

Cogent Independent Advisors, Inc.

Fiduciary

Parker, Colorado

Fee-Only Independent RIA

Retirement Planning

Cogent Independent Advisors is a fee-only registered investment advisor headquartered in Parker, Colorado, founded in 2012 by Kristopher Schnell, who holds the CRPC® designation. The firm provides financial planning, investment management, and retirement planning on a fiduciary basis, with a particular focus on retirement readiness and comprehensive planning that addresses budgeting, insurance, college savings, and tax-efficient strategies. As part of the broader Cogent Group, the firm coordinates with affiliated entities offering tax preparation, insurance solutions, and estate planning services to clients.

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Eight Peaks Wealth Management

Fiduciary

Parker, Colorado

Investment Management Small Business Wealth Management

Eight Peaks Wealth Management in Parker, Colorado provides financial planning, investment management, and estate planning services to high-net-worth families and successful professionals. The firm operates as a fiduciary and integrates tax planning with wealth and estate strategies through its proprietary LEGACYSCULPT® Framework, coordinating with estate attorneys and CPAs while handling investment management and retirement planning in-house. The firm serves clients nearing retirement and those managing significant assets, with particular focus on small business owners and families seeking tax-efficient legacy planning.

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Financial advisors in Parker, Colorado

Advisors serving Parker specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Colorado's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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