Corundum Group, Inc. is a financial advisory firm based in Colorado Springs, Colorado. It currently has approximately $1,294,082,579 of assets under management and employs about 10 people. Corundum Group, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

First Affirmative Financial Network, LLC is a registered investment advisor with the SEC, offering sustainable investment solutions through its OPS Wrap Fee Program. The firm provides discretionary investment advisory services using proprietary and third-party model portfolios. The Wrap Fee covers investment management, trade execution, and custody services, with fees based on a tiered percentage of assets under management. Clients have access to Proprietary Models without additional fees, and there is no minimum account size. First Affirmative acts as a fiduciary, offering personalized investment advice aligned with clients' values. The firm's investment strategies focus on long-term, diversified approaches, excluding direct ownership of certain securities. Clients receive monthly account statements, trade confirmations, and quarterly performance reports. First Affirmative's Code of Ethics ensures ethical conduct, and the firm does not charge performance-based fees. The firm discloses potential conflicts of interest, including compensation to advisors and referral fees paid to solicitors. Clients have online account access and receive individualized advice tailored to their financial goals and risk tolerance.

Seamount Financial Group, Inc. is a Registered Investment Adviser established in 1999, based in Colorado Springs, with additional offices in California and Arizona. The firm offers financial planning and consulting services tailored to individual needs, covering areas such as financial management, risk management, estate planning, and retirement planning. They also provide wealth management services, including ongoing advice and discretionary or non-discretionary investment management. Clients may have portfolios customized based on risk tolerance and investment objectives. The firm manages approximately $421,984,106 in client assets on a discretionary basis and $106,755,379 on a non-discretionary basis as of December 31, 2022. Fees for financial planning services are hourly and negotiable, while wealth management fees are based on a percentage of assets under management, up to 1.25% per annum. The firm does not charge performance-based fees or participate in side-by-side management. Clients include individuals, pension plans, trusts, and corporations, with a minimum account size of $500,000, which may be waived at the firm's discretion. Investment strategies include technical and fundamental analysis, long-term and short-term purchases, short sales, and margin transactions. The firm does not have any disciplinary information and does not compensate for client referrals. Clients' funds and securities are held with independent custodians, and the firm does not have physical custody of client assets. Clients may grant discretionary authority for account management, and the firm does not vote on client securities. The firm does not have any financial condition impairments and maintains strict privacy policies to protect clients' information.

Intergy Private Wealth, LLC, located at 13 S. Tejon St, Suite 400 Colorado Springs, CO 80903, was established in 2016 as a limited liability company specializing in providing a wide array of investment advisory services. The firm is owned by Mark Perrault, Charles Dunn, and Geoffrey Schaefer. As a fiduciary, the firm is committed to acting in the best interest of its clients. Intergy offers portfolio management services tailored to individual needs, utilizing a mix of securities such as stocks, bonds, ETFs, and mutual funds. Additionally, the firm may engage third-party managers for investment portfolio implementation. For financial planning and consulting, Intergy offers services covering various financial aspects, including investment, retirement, estate, charitable, education, tax planning, and more. The firm also provides retirement plan consulting services to employer plan sponsors, assisting in establishing investment policy statements, asset allocation, investment monitoring, and participant education. Intergy's investment strategies include asset allocation, fixed income, ESG investing, and long-term and short-term purchases. The firm recommends Charles Schwab & Co., Inc. as a custodian/broker, offering a range of services and products to benefit clients. Intergy does not receive soft dollars, brokerage for client referrals, or directed brokerage compensation. The firm does not provide financial information in the brochure due to specific criteria not being met. Intergy does not accept proxy authority to vote client securities, and clients are responsible for directing proxy votes and other related decisions.

Accelerated Wealth Advisors LLC is a financial advisory firm based in Colorado Springs, Colorado. It currently has approximately $202,886,438 of assets under management and employs about 22 people. Accelerated Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Bonfire Financial, LLC is a financial advisory firm based in Colorado Springs, Colorado. It currently has approximately $142,155,221 of assets under management and employs about 4 people. Bonfire Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Season Investments, LLC is a Registered Investment Adviser offering three main services to retail investors: Portfolio Management, Financial Planning, and Investment & Wealth Consulting. Portfolio management services are tailored to individual client objectives and constraints, with a minimum portfolio size of $500,000 and a minimum quarterly fee of $2,500. Financial planning services cover a range of financial needs, while investment and wealth consulting is available for clients seeking services beyond planning and portfolio management. Season also advises the Season Investments Alternative Credit & Equity Fund, LP, focusing on non-cyclical, recession-resilient investments. The firm's standard management fee schedule is 1.00% per annum on the first $2,000,000 and 0.50% per annum on all assets thereafter, with billing based on the previous quarter's ending portfolio value. Season discloses potential conflicts of interest, such as recommending investments in which the firm or its affiliates have interests. The firm emphasizes acting in clients' best interests and provides transparency regarding fees and potential conflicts. Clients can request a copy of the Client Relationship Summary for more information.

Intentional Wealth Strategies, operating as Long Carroll Wealth, LLC, is a registered investment adviser based in Colorado Springs, CO. Established in 2023, the firm specializes in financial planning, consulting, and investment management services. The firm is owned by Surf2Springs, Inc. and Lehmann, Inc. As of December 31, 2024, the firm managed $139,344,175 in assets on a discretionary basis. Clients can engage the firm for services like business planning, estate planning, retirement planning, and more. Investment strategies are grounded in fundamental analysis, emphasizing factors like market efficiency, diversification, and risk-return relationships. The firm constructs globally diversified portfolios, utilizing mutual funds, ETFs, and individual securities aligned with client objectives. Fees are charged based on assets under management, with rates ranging from 1.20% to negotiable for portfolios over $3,000,000. The firm recommends Charles Schwab & Co, Inc. for custody and brokerage services, receiving benefits based on client assets held at Schwab. IWS exercises investment discretion and does not accept proxy voting authority. The firm does not have any material disciplinary history and does not prepay fees or solicit funds in advance that could impair its financial condition.

Bauer Wealth Management, Inc., operating as Bauer Heitzmann, is a Registered Investment Adviser founded in 2010 in Colorado Springs, Colorado. The firm is owned and operated by Daniel Bauer, Stephen Heitzmann, Joseph Breakey, and Christopher Franz. Bauer Heitzmann serves as a fiduciary to clients, upholding a duty of loyalty, fairness, and good faith. The firm offers investment advisory services to individuals, high net-worth and ultra-high-net-worth families, trusts, estates, small businesses, corporations, and charitable organizations. Clients typically have a net worth between $500,000 and $15,000,000 and household income of $200,000 to $1,000,000. The firm provides tailored services based on clients' unique situations, considering risk profile, investment objectives, and life goals. Investment recommendations may include public equities, fixed income, private equity, real estate, and more. Bauer Heitzmann offers Family Office Client Services, Concierge Wealth Management, Investment Management Client Services, and Discretionary Services. The firm's investment strategy focuses on long-term asset allocation and risk management. Clients have the opportunity to place reasonable restrictions on their investments. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. Bauer Heitzmann does not have any disciplinary events, and its team members have extensive experience and educational backgrounds in finance and related fields. Supervision is maintained by the firm's leadership team, ensuring compliance and ethical practices.