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Find Top Financial Advisors in Colorado Springs, Colorado

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Colorado Springs, Colorado
Last Updated - 11-Aug-2022

Colorado Springs has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 140 non-vetted advisors in your local area. These financial advisors in Colorado Springs, Colorado have an average of 14 years of experience.

NOTE: The list of financial advisors in Colorado Springs, Colorado mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Colorado Springs, Colorado.

Qualified Financial Advisors in Colorado Springs, Colorado
Financial Advisor Experience AUM Minimum Assets Fee Structure
Don Leander
CFP®, CSA®, RFC®
FINANCIAL PLANNING STRATEGIES
6645 Delmonico Blvd.,
Suite 101,
Colorado Springs, CO 80919
30 Not Specified $100,000 Fee-Only
Paul O'Hara & Jeffrey S. Markewich
ASBURY WEALTH PARTNERS
6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919
25 $40,000,000 Not Specified Fee-Based
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
8610 Explorer Drive Suite 120,
Colorado Springs, CO 80920
10012 Commons Street,
Lone Tree, CO 80124
3 Not Specified Not Specified Fee-Based
Amy Bertle
CFP®, CDFA®
ALLWORTH FINANCIAL
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed Not Specified Not Specified Fee-Based
Clay Anderson
CFA®
ASCENDANCE WEALTH
10335 County Lane 5,
Olney Springs, CO 81062
21 $50000000 $100,000 Fee-Only
Personal Capital
PERSONAL CAPITAL
1099 18th Street,
Suite 2400,
Denver, CO 80222
11 $22,400,000,000 $100,000 Fee-Based
Adam J. Strickman
CFP®, APMA®, CRPC®
ETHOS FINANCIAL PARTNERS
9351 Grant St.,
Suite 300,
Thornton, CO 80229
20 Not Specified Not Specified Fee-Only
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1120 W. 122nd Avenue,,
Suite 300,
Westminster, CO 80234
3 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Colorado Springs

Qualifications CRD# 1031780
Firm CRD# 1031780

Compensation/Fee Fee-Only


Office Location 6645 Delmonico Blvd.,
Suite 101,
Colorado Springs,
CO
80919
Phone Number 719-266-5335

I am originally from the North Texas area and began working in my mid-20's under a Certified Financial Planner® in the insurance industry in early 1979. I met my (British) wife, Thea, in Kansas City in 1977 and we were married the next year. I began to study the CFP® courses through the College For Financial Planning (Denver) and became a Certified Financial Planner® in mid-1983. We traveled to Colorado several times in the 1980's to attend continuing education conferences put on by the College For Financial Planning and that's when Thea and I began to dream of relocating here. Expanding my 20-year practice from Texas into Colorado allowed that dream to be fulfilled in 1998. I continue to stay abreast of the ever-changing investment, economic, and retirement planning fields through constant study. My focus over the last 20 years has been macro-economic research. I've seen how my appraisals of macro- economic trends have benefited my clients' portfolios, especially in late 1999 and early 2008. At Financial Planning Strategies we've established a system of dynamically-adjusted, asset allocation strategies similar to the management of many university endowments. Historically, this special "asset-synergism" reduces volatility while enhancing returns. My wife has been my clerical assistant since 1979 and is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of Aaron, our first grandchild. All seven of us in our expanding family enjoy going to 11-Mile Reservoir to kayak, and to enjoy boating and mountain biking.

About Financial Planning Strategies

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner® since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.


Qualifications CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 6385 Corporate Drive,
Suite 205,
Colorado Springs,
CO
80919
Phone Number 719-531-6276

Your complete financial life relies on planning, not chance. We collaborate with you to create programs and strategies to manage long-term financial goals. Are you concerned that you will outlive your income and assets? Have you addressed the many risks confronting your financial hopes, dreams & goals? Do you need help with advanced estate or business planning? Are you uncertain about investments, taxes, retirement or insurance? Our credentialed professionals would be happy to help.

About Asbury Wealth Partners

At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities. We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies. No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.


Qualifications CRD# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8610 Explorer Drive Suite 120,
Colorado Springs,
CO
80920
Phone Number 408-565-8564

Office Location 10012 Commons Street,
Suite 108,
Lone Tree,CO 80124
Phone Number 303-846-1919

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6302419
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 8055 East Tufts Avenue Suite 1310,
Denver,
CO
80237
Phone Number 888-242-6766

A Colorado native, Allworth Advisor Amy Bertle, CFP® and CDFA®, is based in the Denver region. A graduate of the University of Colorado, Amy likes to remind clients that with proper advance planning almost any financial goal can be achieved. An avid outdoors person, she spends her free time hiking and fly fishing in the Rockies with her two 100-pound Bernese Mountain Dogs.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5268282
Firm CRD# 142583

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 10335 County Lane 5,
Olney Springs,
CO
81062
Phone Number 303-264-4797

ABILITY / TRANSPARENCY / INTEGRITY Clay Anderson leads all investment activities for the firm and has overseen over $800M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter. Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation. He splits his time between Colorado and Florida with his wife, Lauren (a Pensacola native), and three children.

About Ascendance Wealth

We exist to pursue maximum financial returns for all our clients through efficient use of risk suitable for each.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 1099 18th Street,
Suite 2400,
Denver,
CO
80222
Phone Number 650-556-1310

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 4559641
Firm CRD# 6363
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 9351 Grant St.,
Suite 300,
Thornton,
CO
80229
Phone Number 303-252-9777

Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. My wife, Tamia, is a full time mom and is my hero! We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen. We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix. We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter. We love to travel and explore new places when we have the chance.

About Ethos Financial Partners

You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1120 W. 122nd Avenue,,
Suite 300,
Westminster,
CO
80234
Phone Number 720-354-3474

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Colorado Springs, Colorado (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
The Corundum Group, Inc.
1 South Nevada , Suite 200,
Colorado Springs, CO 80903
$1,282,615,472 489 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
First Affirmative Financial Network Llc
5475 Mark Dabling Boulevard , Suite 108,
Colorado Springs, CO 80918
$915,793,020 2603 A percentage of AUM
Hourly charges
Fixed fees
Seamount Financial Group Inc
90 So Cascade Avenue , Suite 1140,
Colorado Springs, CO 80903
$546,000,000 925 A percentage of AUM
Hourly charges
Fixed fees
Altus Wealth Group, Llc
24 S. Weber St. Suite 205,
Colorado Springs, CO 80903
$379,965,423 2024 A percentage of AUM
Hourly charges
Fixed fees
Cascade Investment Group, Inc.
444 E. Pikes Peak Avenue, Suite 200,
Colorado Springs, CO 80903
$375,833,074 916 A percentage of AUM
Accelerated Wealth Advisors Llc
13570 Meadowgrass Dr. , Ste. 100,
Colorado Springs, CO 80921
$335,809,359 2894 A percentage of AUM
Fixed fees
Rainsberger Wealth Advisors
980 Pico Point,
Colorado Springs, CO 80905
$307,665,095 890 A percentage of AUM
Hourly charges
Fixed fees
Intergy Private Wealth, Llc
13 S. Tejon St. , Suite 400,
Colorado Springs, CO 80903
$245,760,853 1590 A percentage of AUM
Hourly charges
Fixed fees
Intervest International, Inc.
1980 Dominion Way, Suite 202,
Colorado Springs, CO 80918
$194,587,608 1162 A percentage of AUM
Hourly charges
Fixed fees
Other (SPLIT FEES FROM THIRD-PARTY MONEY MANAGERS OR RIAS)
Season Investments, Llc
620 N Tejon Street , Suite 202,
Colorado Springs, CO 80903
$180,285,472 338 A percentage of AUM
Hourly charges
Performance Based
Credentialed Wealth Advisors, Llc
5550 Tech Center Drive , Suite 308b,
Colorado Springs, CO 80919
$155,789,368 1069 A percentage of AUM
Fixed fees
Bonfire Financial, Llc
2 North Nevada , Suite 1170,
Colorado Springs, CO 80903
$151,169,070 525 A percentage of AUM
Fixed fees
Peace Of Mind Financial Planning, Inc
7222 Commerce Center Drive , Suite 175,
Colorado Springs, CO 80919
$120,749,411 486 Hourly charges
Fixed fees
Bauer Wealth Management Inc.
5755 Mark Dabling Blvd , Suite 245,
Colorado Springs, CO 80919
$104,311,462 388 A percentage of AUM
Hourly charges
Rs Asset Management, Llc
660 Southpointe Court , Suite 312,
Colorado Springs, CO 80906
$101,457,937 752 A percentage of AUM
Fixed fees

    List of Additional Advisors in Colorado Springs, Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bradford A Gann
    Inquire with Bradford
    2438 Research Pkwy, Ste 105, Colorado Springs, CO  80920 719-328-1050
    Brian Lindsey
    Inquire with Brian
    121 South Tejon St, Suite 700, Colorado Springs, CO  80903 719-475-3637
    Ann Ries
    Inquire with Ann
    121 South Tejon St, Suite 700, Colorado Springs, CO  80903 719-577-6333
    Aaron Thurston
    Inquire with Aaron
    1710 Jet Stream Dr, Ste 205, Colorado Springs, CO  80921 719-599-7431
    Ascent Financial Strategies LLC
    Inquire with Ascent
    2150 Hollow Brook Drive, Suite 210, Colorado Springs, CO  80918 719-532-9960
    Andrew J Burwell
    Inquire with Andrew
    121 South Tejon St, Suite 700, Colorado Springs, CO  80903 719-577-6317
    Agora Wealth Management
    Inquire with Agora
    1425 North Union Boulevard, Colorado Springs, CO  80909 719-272-0203
    Aspen Creek Wealth Strategies
    Inquire with Aspen
    7222 Commerce Center Drive, Suite 245, Colorado Springs, CO  80919 719-722-2133
    Timothy B Rohlfing
    Inquire with Timothy
    1710 Jet Stream Dr, Ste 205, Colorado Springs, CO  80921 719-599-7431
    Bryan Sanson
    Inquire with Bryan
    2438 Research Pkwy, Ste 105, Colorado Springs, CO  80920 719-328-1050
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?