Colorado Wealth Group

Retirement Planning Firm in Denver County, CO

Firm Info
Address: 1345 S Broadway, Denver, CO 80210, USA
Phone: (720) 729-2500

Firm Size
Assets Under Management: $116.2 million
# of Advisors: 2
# of Clients: 258
Client to Advisor Ratio: 129:1
Average Account Size: $450,563
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Colorado Wealth Group LLC Overview

Colorado Wealth Group LLC is a fee-only registered investment advisory firm headquartered in Denver, CO. The firm has been in business since 2021 and is uniquely positioned as both an insurance broker and agent, as well as offering investment advice. As such, the firm is able to provide an expansive range of financial services to its clients. In addition to insurance brokerage services, Colorado Wealth Group LLC offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisors. The firm's consulting services are also worth noting - providing clients with a holistic approach to their financial needs. With a focus on fee-only arrangements, Colorado Wealth Group LLC works diligently to provide objective advice and guidance to its clients. They strive to assist clients in achieving their financial goals through tailored, long-term plans that align with their unique situations and aspirations. Overall, Colorado Wealth Group LLC stands out as a comprehensive, client-focused financial services provider in the Denver area.

COLORADO WEALTH GROUP LLC is a full-service financial advisory firm that caters to a broad clientele base, including individuals and high net worth individuals. The firm is known for its customized approach, tailored to meet the specific needs of each of its clients. Whether it is a first-time investor looking to build a retirement fund or a high net worth individual seeking comprehensive wealth management services, COLORADO WEALTH GROUP LLC has a range of financial solutions to help clients achieve their unique financial goals. To ensure its clients receive the best possible value, COLORADO WEALTH GROUP LLC offers a range of fee structures tailored to the unique needs of each individual client. Depending on the service provided, clients can choose from percentage of AUM, hourly or fixed fees. The percentage of AUM fee structure is suitable for clients seeking ongoing portfolio management, where the firm charges a percentage of the total assets under management as compensation. Meanwhile, the hourly fee structure is ideal for clients looking for ad-hoc financial advice, where charges are based on the number of hours spent providing financial advice. Lastly, fixed fees are charged for specific projects or services and are agreed upon upfront to ensure transparency and fairness. Regardless of which fee structure a client selects, COLORADO WEALTH GROUP LLC ensures maximum transparency and efficiency in all interactions and strives to provide the highest level of customer satisfaction.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Colorado Wealth Group LLC is $100,000 in aggregate ("household") assets, as stated in their Part 2 Brochure note about investment minimum. However, the firm may waive this minimum at their discretion if they determine that the account can be adequately diversified with an amount less than $100,000. It should be noted that smaller accounts will incur higher trading costs, expressed as a percentage of the account balance, due to fixed and per transaction costs imposed by the custodian.

How This Office Can Help Denver County, CO Residents

Colorado Wealth Group is a financial service provider that offers comprehensive assistance to clients based in Denver County, CO, to help them navigate through challenging financial situations. The firm understands that individuals and families living in Denver County could face a range of financial situations, and thus, they tailor their services accordingly. For instance, Colorado Wealth Group can help Denver County residents who are saving for retirement, as they can customize a plan based on the client's unique goals, investment risk tolerance, and time horizon. The firm also offers investment management services, where they help clients select and manage investment portfolios that align with their financial goals, as well as providing personal financial planning services. Furthermore, they understand the unique tax challenges faced by Denver County residents and can help them develop strategies that reduce their tax liability. By offering tailored financial services, Colorado Wealth Group provides the necessary assistance to help Denver County residents achieve their financial goals and secure their financial future.

To view the Minimum Investment and Fee Schedule for Colorado Wealth Group LLC, visit their Part 2 Brochure.

Services Offered by Colorado Wealth Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Colorado Wealth Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1345 S Broadway, Denver, CO 80210, USA
Phone (720) 729-2500
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Colorado Wealth Group LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Louisiana
  • Nebraska
  • Ohio
  • Texas

Disciplinary History

Colorado Wealth Group LLC does not have any disclosures. Please visit it's Form ADV for more details.