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Cimarron Wealth Management, Inc.

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Client assets under management

$303,787,649

Clients

552

13% high-net worth

Advisors

9

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$550,340

About

Cimarron Wealth Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates and business entities, and also serves retirement‑plan sponsors and participants. The firm offers ongoing portfolio management, both discretionary and non‑discretionary, alongside limited and more complex financial planning engagements and occasional public seminars and workshops.

The firm’s investment approach emphasizes value‑oriented investing and strategic asset allocation, using model portfolios, tactical adjustments, and a mix of mutual funds, ETFs and individual securities; it may also use margin and options in appropriate accounts. Advisors tailor strategies to each client’s objectives and permit clients to impose reasonable investment restrictions, and the firm provides retirement plan fiduciary consulting and management services as described in its disclosures.

The brochure highlights several features that distinguish Cimarron from many peers: an affiliated attorney (Lincoln Anderson) provides legal services to clients through a separate practice, seminars and workshops are offered to the public at no charge, and the firm discloses an operational relationship with LPL Financial — including a five‑year forgivable loan and the use of LPL for custody and fee billing — which the firm identifies and manages as a potential conflict of interest.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Maximum flat fee of $30,000 for asset management services; financial planning flat fees up to $30,000; maximum flat fee of $15,000 for retirement plan services.

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.70% $50,000,001+: Negotiable

Other

Account minimum: $250,000 Minimum fee: Maximum annual flat fee of $30,000 for asset management services; maximum annual flat fee of $15,000 for retirement plan services. Fee-only: Asset management fees based on percentage of assets under management or maximum flat fees; Financial planning fees may be waived if client receives asset management services; Financial planning flat fees up to $30,000.

Main office location

Cimarron Wealth Management, Inc.

1701 Niagara Rd

Montrose CO 81401, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Idaho · Louisiana · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Betty T

Series 63, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Betty Tomlinson is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and affiliated firms since 2014, as well as at LPL Financial LLC. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach emphasizes value-oriented investing and strategic asset allocation, using model portfolios and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Kevin S

Series 63, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Kevin Sanderford is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and LPL Financial since 2005. Outside of his advisory work, he has been involved in several business entities for tax and investment purposes. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation through tailored strategies using mutual funds, ETFs, individual securities, and offers fiduciary consulting and public educational seminars.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Adlai M

Series 63, Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Adlai McMahon is a financial advisor at Cimarron Wealth Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Paychex, Inc. and Paychex Securities Corporation. Outside of his advisory role, McMahon volunteers as a DJ and music coordinator for KBUT Community Radio in Gunnison Valley. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering both discretionary and non-discretionary portfolio management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Ashley D

Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Ashley Dejulio is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. She holds a Series 65 credential and has been with Cimarron Wealth Management since 2018. Outside of her advisory role, she is the sole owner of Southmont Solutions CPA, LLC, a business focused on accounting and tax preparation services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering fiduciary consulting and management services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Kyle K

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Kyle Kyburz is a CFP® with six years of industry experience, currently serving as an advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado. He has been with Cimarron Wealth Management and its predecessor, Colorado West Investments, since 2019, and also has experience with LPL Financial and Strategic Wealth Advisors Group. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives while offering discretionary and non-discretionary portfolio management alongside financial planning and fiduciary consulting.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Lincoln A

Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Lincoln Anderson is a Series 65-registered financial advisor with Cimarron Wealth Management, Inc. in Montrose, Colorado, bringing five years of industry experience. Prior to joining Cimarron Wealth Management, he worked at Colorado West Investment, Inc. and has owned Lincoln W. Anderson, LLC, where he serves as a licensed attorney. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, tailored to clients’ objectives, and also offers legal services through an affiliated attorney.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Michael M

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Michael Murphy is a CFP® professional with seven years of experience in financial advising, currently serving at Cimarron Wealth Management, Inc. in Montrose, CO. His prior roles include positions at LPL Financial and Strategic Wealth Advisors Group. Outside of advisory work, he has been involved with Financial Aid TV and Denver Seminary. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives and offering both discretionary and non-discretionary portfolio management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Todd H

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Todd Heasty is a CFP® and Series 66-registered advisor with Cimarron Wealth Management, Inc. in Gunnison, CO, bringing four years of industry experience. Prior to joining Cimarron Wealth Management in 2022, he worked at Strategic Financial Management, Inc. and LPL Financial. He also has experience as a small business owner, operating a Scooter's Coffee franchise since 2017, and served nearly two decades with the Loveland Fire Rescue Authority. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm focuses on value-oriented investing and strategic asset allocation using model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities, with tailored strategies to meet client objectives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Richard F

ChFC®, Series 63, Series 65

Worley, ID

Cimarron Wealth Management, Inc.

Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cimarron Wealth Management in 2025, he worked with Financial Advocates Investment Management for over a decade. Outside of his advisory role, he is also an insurance agent, dedicating part of his time to offering insurance products and services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, and business entities, as well as retirement-plan sponsors and participants. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, using a combination of model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
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