Advisor at Platte West Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Platte West Wealth Management, LLC
Location
Castle Pines, CO
Credentials
Series 65
Industry experience
13 years
John Hercher is a financial advisor at Platte West Wealth Management, LLC, with 13 years of industry experience. He holds a Series 65 designation and has maintained a CPA practice at Hercher & Co. PC since 1985, alongside his work at FB Colorado, Inc. since 2003. Platte West Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing fee-based financial planning and discretionary investment management. The firm offers specialized services including business succession and mergers-and-acquisitions planning, employing a tailored investment approach that incorporates both fundamental and technical analysis with regular account reviews.
Based on Platte West Wealth Management, LLC
Based on Platte West Wealth Management, LLC
Financial Planning Services fixed fee ranging from $1,000 to $5,000
Insurance products sold by John Hercher may generate commissions
Financial Planning Services: $250 per hour
Account minimum: $100,000 (negotiable) Fee-only: Financial Planning Services: $250/hour or fixed fee ranging from $1,000 to $5,000 depending on complexity
Castle Pines, CO
Colorado
FB Colorado, Inc.
2003 - Present (23 years)
Hercher & Co. PC
1985 - Present (41 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Verified by Warmer
CFP®, Series 63, Series 65, AIF®
Castle Rock, CO
Fidelis Wealth Advisors
Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Series 63
Castle Rock, CO
Mark P.. Shively
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")