How to Choose a Financial Advisor in GREENWOOD VILLAGE, CO

A data-driven guide based on 163 registered advisors in GREENWOOD VILLAGE

Local Market Overview

There are 163 registered financial advisors in GREENWOOD VILLAGE, Colorado. Approximately 91% report fee-based compensation, while 3% include commission-based compensation. The average firm serving GREENWOOD VILLAGE manages $21.5B in assets.

Registered Advisors

163

In GREENWOOD VILLAGE, CO

Avg Firm AUM

$21.5B

Assets under management

Top Credential

CFP

29 advisors

Most Common Credentials in GREENWOOD VILLAGE

29 advisors

5 advisors

4 advisors

2 advisors

Compensation Types Reported

Percentage of AUM

91% of advisors · 148 total

Subscription fees

79% of advisors · 128 total

Hourly charges

40% of advisors · 66 total

Performance-based fees

9% of advisors · 15 total

Other: ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS

4% of advisors · 6 total

Commissions

3% of advisors · 5 total

What to Look For

Check their credentials

The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.

Understand fee structures

Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Colorado fee analysis →

Verify their registration

Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.

Ask about account minimums

Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.

Review their Form CRS

The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.

Browse Advisors in GREENWOOD VILLAGE

163 advisors in GREENWOOD VILLAGE, CO

Search the full directory of registered financial advisors in GREENWOOD VILLAGE. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse GREENWOOD VILLAGE Advisors All Cities in Colorado

Frequently Asked Questions

How many financial advisors are in GREENWOOD VILLAGE, CO?

There are 163 registered financial advisors in GREENWOOD VILLAGE, Colorado, according to SEC and FINRA registration data.

What credentials should a financial advisor in GREENWOOD VILLAGE have?

Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning. The most common credential among GREENWOOD VILLAGE advisors is CFP.

Are financial advisors in GREENWOOD VILLAGE required to be fiduciaries?

Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.

What do financial advisors in GREENWOOD VILLAGE charge?

Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.

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Browse GREENWOOD VILLAGE Advisors by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

More Research

What Do Financial Advisors Cost in Colorado? →National Fee Analysis →