Roscoe DelgadoCFP®
Wealth Advisor · Mile High Wealth Management · Denver, CO
★★★★★ 4.6(61+ client reviews)Virtual nationwide
Fee
1.00%
Fee-based
Minimum
$250k
to start
Experience
14 yrs
advising clients
Response
same day
typical reply
About Roscoe
Roscoe's specialty is the merged household: second marriages, blended families, and couples who arrive with two of everything - two 401(k)s, two advisors, two philosophies about money. His process gets both partners in the room and builds one architecture that respects what each brought.
Expect homework, and expect the beneficiary forms to finally get fixed.
Specialties & services
- Blended-family and second-marriage planning
- His/hers/ours account architecture
- Beneficiary and estate cleanup included
Best for
Couples merging finances mid-career
Sound like you? Smart move: compare Roscoe against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Roscoe's availability alongside the alternatives — free.
Frequently asked about Roscoe Delgado
What are Roscoe Delgado's fees?
Roscoe Delgado of Mile High Wealth Management publishes a fee of 1.00% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Roscoe Delgado's account minimum?
Mile High Wealth Management lists a minimum of $250k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Roscoe Delgado a fiduciary?
Roscoe Delgado operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Roscoe work with clients outside Denver?
Yes — Mile High Wealth Management works with clients virtually nationwide, alongside in-person meetings in Denver, CO.
How do I book a call with Roscoe Delgado?
Use the free AdvisoryReviews matcher to check Roscoe's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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