Advisor at Systematic Wealth Management, Inc.
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
Systematic Wealth Management, Inc.
Location
Glenwood Springs, CO 81601
Credentials
CFP®
Industry experience
4 years
Niels Jepsen is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Systematic Wealth Management, Inc. He previously worked at Jepsen Consulting Ltd. for six years and Wealth Legacy Institute, Inc. for five years. Systematic Wealth Management, Inc. provides discretionary investment management, financial planning, and educational seminars to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis alongside modern portfolio theory, offering tailored portfolios that incorporate tax considerations and ESG preferences, and operates on a fee-only basis with documented client investment policies.
Based on Systematic Wealth Management, Inc.
Based on Systematic Wealth Management, Inc.
Project-Based Financial Planning fixed fees range from $2,950 to $10,000; initial comprehensive financial plan fee up to $10,000; Educational seminars $0 to $10,000 per seminar
0.95% annually
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $750 to $2,500 per quarter
Account minimum: $1,000,000 Fee-only: Fee-only firm, compensated solely by its Clients for services
817 Colorado Avenue, Suite 303
Glenwood Springs, CO 81601
Colorado
Systematic Wealth Management Inc
2023 - Present (3 years)
Jepsen Consulting Ltd.
2017 - 2023 (6 years)
Wealth Legacy Institute, Inc.
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Glenwood Springs, CO
Antunes International Investment Management
Series 65
Carbondale, CO
Aspen Financial Solutions, LLC
CFP®, CFA®
Basalt, CO
Sherwood Wealth Management
Series 65
Carbondale, CO
Yule Creek Wealth Management, LLC
CFP®, Series 65
Basalt, CO
Flagstone Financial Advisors, Inc.
CFP®, ChFC®, Series 63
Glenwood Springs, CO
Sunlight Peaks Financial Partners, LLC
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")