Loading listings...
Loading listings...
Browse verified financial_advisor professionals in Telluride, CO. Compare ratings, read reviews, and request a quote for free.
Showing 1–6 of 6 results
Telluride has 6 financial advisors currently active in the market. While the directory is still growing, you have options to explore for your wealth management and planning needs. Whether you're looking for ongoing asset management, retirement strategy, or estate coordination, local advisors serve the community. As you evaluate your choices, consider meeting with multiple professionals to understand their approach and fee structure before committing to a relationship.
A Flat-Fee Comprehensive Financial Plan in Telluride typically costs around $3,250. This service generally includes a detailed analysis of your current financial situation, goal-setting, and a written plan to guide your financial decisions. Fee structures vary by advisor—some charge hourly rates for consultations, others use assets-under-management models, and some offer annual retainer arrangements. Request a detailed quote upfront so you understand exactly what's included and can compare offers fairly.
Look for advisors who provide clear, written documentation of fees and services before you engage. A reputable financial advisor should be transparent about potential conflicts of interest and willing to explain their investment approach in plain language. Be cautious of advisors who pressure you into immediate decisions, guarantee specific returns, or operate primarily through cash-only arrangements with no paper trail. Verify that any advisor you work with maintains professional liability insurance and has a clean disciplinary history.
The median cost in Telluride is around $3,250. Individual advisors may charge more or less depending on the complexity of your situation and what's included in their plan.
There are currently 6 financial advisors active in Telluride. You may also find additional advisors in nearby areas like Denver, Boulder, and Colorado Springs.
Ask about their credentials, fee structure, investment philosophy, fiduciary status, and how often you'll communicate. Request references from existing clients and verify any licenses through official channels.
Many advisors offer hourly consultations or smaller flat-fee plans, making professional guidance accessible at various asset levels. Consider whether advice on retirement, taxes, or estate planning would add value to your situation.
AUM (Assets Under Management) fees are ongoing annual charges based on a percentage of your invested assets, suitable for continuous management. Flat-fee planning is a one-time charge for a comprehensive written plan you can implement yourself or with another advisor.
Read our guide: Best Financial_advisors in Telluride, CO
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Telluride