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Caledonia Wealth Management, Ltd.

Financial Advisor serving Boulder, Colorado · 1 of 56 financial advisors in the area

📍 1260 Yellow Pine Ave, Boulder, CO 80304
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📍 1260 Yellow Pine Ave, Boulder, CO 80304

About Caledonia Wealth Management, Ltd.

Caledonia Wealth Management, Ltd. is a financial advisor located in Boulder, Colorado. As a local financial advisor, they serve Boulder and surrounding communities in Colorado. Contact them through ProHorizon for a free quote.

Financial professionals in Boulder should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Boulder

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Boulder may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Boulder

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Boulder?
Financial Advisors in Boulder typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Boulder?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 56 financial advisors in Boulder to choose from.
Does Caledonia Wealth Management, Ltd. offer free quotes?
Contact Caledonia Wealth Management, Ltd. directly to ask about free estimates. You can also request a quote through ProHorizon.

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Paragon Capital Wealth Management, LLC

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Ambient Financial Advisors, LLC.

1790 38th st., Boulder, CO 80301