Advisor at Credentialed Wealth Advisors, 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
Credentialed Wealth Advisors, LLC
Location
Johnstown, CO 80534
Credentials
Series 66
Industry experience
16 years
Roy Hucke is a financial advisor with Credentialed Wealth Advisors, LLC in Johnstown, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining Credentialed Wealth Advisors in 2021. Outside of his advisory role, he is the sole owner of Pluto Holdings, LLC, a holding company for real estate assets. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm provides customized portfolio strategies through multiple service tracks and combines retirement-plan fiduciary authority with tailored investment solutions.
Based on Credentialed Wealth Advisors, LLC
$0 - $500,000: 1.40% (Assisted Investing) $500,001 - $1,000,000: 1.25% (Assisted Investing) $1,000,001 - $2,500,000: 1.00% (Assisted Investing) $2,500,001 - $5,000,000: 0.80% (Assisted Investing) $5,000,001 - $10,000,000: 0.60% (Assisted Investing) $10,000,001+: 0.50% (Assisted Investing) $0 - $500,000: 1.50% (Custom Investing) $500,001 - $1,000,000: 1.35% (Custom Investing) $1,000,001 - $2,500,000: 1.10% (Custom Investing) $2,500,001 - $5,000,000: 0.80% (Custom Investing) $5,000,001+: 0.64% (Custom Investing)
$350 - $700 per hour for financial planning services
Account minimum: $500,000 (Custom Investing option; may be waived at firm's discretion) Fee-only: Hourly financial planning fees range from $350 - $700 per hour, negotiable based on complexity
3 South Parish Avenue
Johnstown, CO 80534
Colorado
Credentialed Wealth Advisors, LLC
2021 - Present (5 years)
Edward Jones
2009 - 2021 (12 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.
Series 63, Series 65
Loveland, CO
Fletching Arrows Wealth Management LLC
Series 65
Longmont, CO
Purpose Wealth
CFP®, Series 63, Series 66
Loveland, CO
Aspired Wealth
CFA®, Series 66
Longmont, CO
Harper Asset Management, LLC
PFS™
Loveland, CO
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
CFP®, Series 66
Loveland, CO
Intelligent Investing
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")