Josh Radman
Presidio Advisors LLC
Denver, CO
Min $0
CFP®EAMBA
ExecutivesStock Options/Restricted Stock+7
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Fiduciary advisors in Colorado.
Browse 2 verified fee-only fiduciary advisors in Colorado. Every one has earned the Orange Check badge.
CitiesColorado Springs1Denver1
Showing 1 to 2 of 2 advisors in Colorado
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About fiduciary advisors in Colorado
Colorado has one of the fastest-growing independent RIA markets in the Mountain West, driven by a tech sector in Denver and Boulder, a large outdoor-industry economy, and significant in-migration of high earners from the coasts. Every advisor verified by Fiduciary Check in Colorado has been confirmed against SEC IAPD and FINRA BrokerCheck records with no material disclosure events.
Colorado's Division of Securities sits within the Department of Regulatory Agencies and regulates investment advisers managing fewer than $100 million in client assets at the state level. The Denver metro and Front Range have attracted a significant number of nationally recognized RIAs over the past decade, and the state's population growth has expanded the demand for independent financial planning across all income levels.
By metro
Denver metro: Denver's advisor market includes large bank-affiliated planning centers, a growing independent RIA ecosystem in Wash Park, Cherry Creek, and DTC, and several advisors specializing in small business owners and corporate executives. All verified advisors in the Fiduciary Check directory in the Denver area have passed a clean-record check against SEC and FINRA data.
Boulder and Fort Collins: Boulder's advisor market skews toward younger professionals, startup founders, and employees in the technology and outdoor-recreation industries. Fort Collins, anchored by Colorado State University, has advisors serving academic professionals, researchers, and state employees. Both markets have a higher-than-average share of independent, fee-only practices.
Common questions
Fiduciary advisors in Colorado: frequently asked questions
- What is the difference between a fiduciary and a broker in Colorado?
- In Colorado, a Registered Investment Adviser or Investment Adviser Representative must act as a fiduciary, placing your interests ahead of their own, disclosing conflicts of interest, and recommending cost-effective options. A FINRA-registered broker follows Regulation Best Interest, which is a weaker standard that permits selling higher-commission products. Colorado's Division of Securities within the Department of Regulatory Agencies oversees state-registered investment advisers.
- How do I verify a financial advisor in Colorado?
- Search the advisor's name or CRD number at adviserinfo.sec.gov (SEC IAPD) and brokercheck.finra.org (FINRA BrokerCheck). For state-registered advisers, also search the Colorado Division of Securities at dora.colorado.gov/securities.
- Are there fiduciary advisors in Denver or Boulder who specialize in tech employees?
- Yes. The Denver-Boulder tech corridor has a growing number of fee-only RIAs who serve software engineers, startup employees, and remote workers with equity compensation, including RSUs, stock options, and ESPP shares. Use the Fiduciary Check directory filtered to Colorado and look for advisors who list equity compensation as a specialty.
- Does Colorado have any additional consumer protections for financial advisory clients?
- Colorado-registered investment advisers are held to the fiduciary standard under the Colorado Securities Act. The state also has active enforcement through the Division of Securities. However, the key protection you control is verifying registration status, checking SEC IAPD and BrokerCheck before hiring any advisor.