Advisor at Otium Wealth Management
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Firm
Otium Wealth Management
Location
Fort Collins, CO 80525
Credentials
CFP®, Series 66
Industry experience
4 years
Jared Dull is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He has worked at Edward Jones and ConocoPhillips before joining Otium Wealth Management, where he currently serves as the sole advisor. In addition to his advisory role, he is also an insurance agent based in Fort Collins, Colorado. Otium Wealth Management is a state-registered investment adviser that provides discretionary investment management, financial planning, and third-party money manager advisory services. The firm also offers retirement plan consulting and administrative support, combining strategic and tactical asset allocation with fundamental, technical, and quantitative analysis.
Based on Otium Wealth Management
Fixed fees up to $10,000
Up to $300 per hour
1315 Oakridge Dr. Ste 100
Fort Collins, CO 80525
Colorado
Otium Wealth Management, LLC
2026 - Present (1 year)
Edward Jones
2021 - 2026 (5 years)
ConocoPhillips
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I have owned and operated this legacy investment-only RIA (founded by my dad in 1986) since 2019, and I'm reinventing our business as a planning-forward firm serving individuals and families with equity compensation. My pursuit and passion since taking the reigns at Resource Design has been to offer financial planning to an interesting group of people who I can relate to. We offer financial planning services, including investment advice and management, to individuals or families with equity compensation (stock options and RSUs). I find the complexity that equity compensation brings to the more traditional aspects of financial planning fascinating, especially in how it relates to the particular goals of individuals with equity comp, like reaching financial independence, retiring in their 50s, or taking one or more sabbaticals during their careers. And as a father of two young children, I know that there can be so much more to your financial picture than "just" your retirement prospects: buying a home, keeping spending in check, balancing student loans (or other debt service), taking family vacations, saving for your children's future, getting a will or other estate planning in place, developing an appropriate investing strategy, navigating taxes, or career changes. My credentials and education: • Certified Financial Planner® professional • MBA, University of Kentucky • BBA, Finance, University of Kentucky Prior to the financial advice industry, I worked in a variety of analytical and finance roles in logistics at Ryder, as well as some cherished time in the best restaurants in Lexington, KY (front and back of house). My wife Megan and our two daughters (so far) Beatrice and Ruby, live in Fort Collins, a mid-size town in Northern Colorado. I met Megan during our collegiate swimming days at the University of Kentucky, and I've since moved on to the many other athletic pursuits the beautiful state of Colorado offers: running, road cycling/MTB, hiking, skiing... the list goes on. Other fun facts: we have four cats, two electric cargo bikes, and (just) one car. Oh, and I bake about 100 loaves of sourdough bread a year.
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