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Personalized advice for
Portfolio Size of 100K and
above
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Colorado Springs
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
151
non-vetted advisors in your local area. These financial advisors in
Colorado Springs,
Colorado
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Colorado Springs,
Colorado
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Paul O'Hara & Jeffrey S. Markewich
ASBURY WEALTH PARTNERS 6385 Corporate Drive, Suite 205, Colorado Springs, CO 80919 |
25 Years | $40,000,000 | $500,000 | Fee-Based |
|
Asbury Wealth Partners
ASBURY WEALTH PARTNERS 6385 Corporate Drive, Suite 205, Colorado Springs, CO 80919 |
Not Disclosed | $40,000,000 | Not Specified | Not Specified |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
|
Adam J. Strickman
CFP®, CRPC®, APMA® ETHOS FINANCIAL PARTNERS 9351 Grant St., Suite 300, Thornton, CO 80229 |
20 Years | Not Specified | $250,000 | Fee-Only |
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,
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.
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# 2754305
Firm CRD# 6413
Office Location
6385 Corporate Drive,
Suite 205,
Colorado Springs,
CO
80919
Phone Number
719-531-6276
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,
Denver,
CO
80237
Phone Number
888-242-6766
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
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 15 | 489 | $1,282,615,472 | A percentage of AUM, Fixed fees, Performance Based
|
|
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, CO 80918 |
26 | 2603 | $915,793,020 | A percentage of AUM, Hourly charges, Fixed fees
|
| 9 | 925 | $546,000,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 916 | $375,833,074 | A percentage of AUM, Hourly charges
|
|
| 27 | 2894 | $335,809,359 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 890 | $307,665,095 | A percentage of AUM, Fixed fees
|
|
| 8 | 646 | $248,967,083 | A percentage of AUM, Fixed fees
|
|
| 8 | 1590 | $245,760,853 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 30 | 1162 | $194,587,608 | A percentage of AUM, Hourly charges, Fixed fees, Other (SPLIT FEES FROM THIRD-PARTY MONEY MANAGERS OR RIAS)
|
|
| 6 | 1069 | $155,789,368 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 525 | $151,169,070 | A percentage of AUM, Hourly charges, Fixed fees
|
|
PEACE OF MIND FINANCIAL PLANNING, INC
7222 Commerce Center Drive, Suite 175, Colorado Springs, CO 80919 |
6 | 486 | $120,749,411 | Hourly charges, Fixed fees
|
| 3 | 388 | $104,311,462 | A percentage of AUM
|
|
| 2 | 752 | $101,457,937 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 17 | 0 | $0 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2438 Research Pkwy, Ste 105, Colorado Springs, CO 80920 | 719-328-1050 | |
| 121 South Tejon St, Suite 700, Colorado Springs, CO 80903 | 719-475-3637 | |
| 121 South Tejon St, Suite 700, Colorado Springs, CO 80903 | 719-577-6333 | |
| 1710 Jet Stream Dr, Ste 205, Colorado Springs, CO 80921 | 719-599-7431 | |
| 2150 Hollow Brook Drive, Suite 210, Colorado Springs, CO 80918 | 719-532-9960 | |
| 121 South Tejon St, Suite 700, Colorado Springs, CO 80903 | 719-577-6317 | |
| 1425 North Union Boulevard, Colorado Springs, CO 80909 | 719-272-0203 | |
| 7222 Commerce Center Drive, Suite 245, Colorado Springs, CO 80919 | 719-722-2133 | |
| 1710 Jet Stream Dr, Ste 205, Colorado Springs, CO 80921 | 719-599-7431 | |
| 2438 Research Pkwy, Ste 105, Colorado Springs, CO 80920 | 719-328-1050 |
When choosing a financial advisor, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor in Colorado.
A vetted financial advisor in our directory for the state of Colorado can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
Financial advisors in Colorado offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
During your first meeting with a financial advisor in Colorado, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
Financial advisors in Colorado typically utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding an advisor's fee structure will allow you to become aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.
Many financial planners and wealth managers in Colorado are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
When choosing a financial advisor in Colorado, it is important to consider factors such as their experience, credentials (CFP, ChFCs, CFAs, etc.), educational background, compensation method, and commitment to ethical practices. For more information, refer to this guide on choosing the best financial advisor.
