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 - 24-Mar-2023

Colorado Springs has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 147 non-vetted advisors in your local area. These financial advisors in Colorado Springs, Colorado have an average of 23 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
6645 Delmonico Blvd.,
Suite 101,
Colorado Springs, CO 80919
35 Not Specified $100,000 Fee-Only
Paul O'Hara & Jeffrey S. Markewich
6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919
25 $40,000,000 Not Specified Fee-Based
Allworth Financial
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Personal Capital
1099 18th Street,
Suite 2400,
Denver, CO 80222
11 $22,400,000,000 $100,000 Fee-Based
Adam J. Strickman
9351 Grant St.,
Suite 300,
Thornton, CO 80229
20 Not Specified Not Specified Fee-Only

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,
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 soon thereafter became a Certified Financial Planner®. 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, LLC, 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 son-in-law and business partner, Chad Tipps, FPQP, is completing his Chartered Financial Consultant designation. Thea has been my clerical assistant for many years and she is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of our first grandchild and are now blessed with four. All 10 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, Flat Fee, Based on Assets

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

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 Firm CRD# 111167

Compensation/Fee Fee-Based

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

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

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

Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based

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

About Personal Capital

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.

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


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, Flat Fee, Based on Assets

Office Location 9351 Grant St.,
Suite 300,
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

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

Firm Name AUM No. of Clients Fee Structure
1 South Nevada , Suite 200,
Colorado Springs, CO 80903
$1,282,615,472 489 A percentage of AUM
Fixed fees
Performance Based
5475 Mark Dabling Boulevard , Suite 108,
Colorado Springs, CO 80918
$915,793,020 2603 A percentage of AUM
Hourly charges
Fixed fees
90 So Cascade Avenue , Suite 1140,
Colorado Springs, CO 80903
$546,000,000 925 A percentage of AUM
Hourly charges
Fixed fees
444 E. Pikes Peak Avenue, Suite 200,
Colorado Springs, CO 80903
$375,833,074 916 A percentage of AUM
Hourly charges
13570 Meadowgrass Dr. , Ste. 100,
Colorado Springs, CO 80921
$335,809,359 2894 A percentage of AUM
Hourly charges
Fixed fees
980 Pico Point,
Colorado Springs, CO 80905
$307,665,095 890 A percentage of AUM
Fixed fees
2 North Nevada Ave Suite 1300,
Colorado Springs, CO 80903-1626
$248,967,083 646 A percentage of AUM
Fixed fees
13 S. Tejon St. , Suite 400,
Colorado Springs, CO 80903
$245,760,853 1590 A percentage of AUM
Hourly charges
Fixed fees
1980 Dominion Way, Suite 202,
Colorado Springs, CO 80918
$194,587,608 1162 A percentage of AUM
Hourly charges
Fixed fees
5550 Tech Center Drive , Suite 308b,
Colorado Springs, CO 80919
$155,789,368 1069 A percentage of AUM
Hourly charges
Fixed fees
2 North Nevada , Suite 1170,
Colorado Springs, CO 80903
$151,169,070 525 A percentage of AUM
Hourly charges
Fixed fees
7222 Commerce Center Drive , Suite 175,
Colorado Springs, CO 80919
$120,749,411 486 Hourly charges
Fixed fees
5755 Mark Dabling Blvd , Suite 245,
Colorado Springs, CO 80919
$104,311,462 388 A percentage of AUM
660 Southpointe Court , Suite 312,
Colorado Springs, CO 80906
$101,457,937 752 A percentage of AUM
Hourly charges
Fixed fees
1755 Telestar Dr. , Ste. 300,
Colorado Springs, CO 80920
$0 0 A percentage of AUM
Hourly charges
Fixed fees
Performance Based

    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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      Frequently Asked Questions

      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?