Colorado Springs, CO
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Find Top Financial Advisors in Colorado Springs, Colorado

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 - May 20, 2024

Colorado Springs has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Colorado Springs, Colorado have an average of 23 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.

Qualified Financial Advisors in Colorado Springs, Colorado

Financial Advisor Experience AUM Minimum Assets Fee Structure
Asbury Wealth Partners
6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919
25 Years $40,000,000 $500,000 Fee-Based
Quotient Wealth Partners
CPA, CFP®, CFA®
1805 Shea Center Dr.,
Suite 100,
Highlands Ranch, CO 80129
Not Disclosed $3,000,000,000 $500,000 Fee-Based
Allworth Financial
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
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

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Information on Qualified Financial Advisors in Colorado Springs, Colorado

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

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

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

About Asbury Wealth Partners

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# 326819

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


Office Location 1805 Shea Center Dr.,
Suite 100,
Highlands Ranch,
CO
80129
Phone Number 720-383-6150

About Quotient Wealth Partners

Quotient Wealth Partners

As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

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 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.

About Ethos Financial Partners

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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CORUNDUM GROUP, INC.
1 South Nevada, Suite 200, Colorado Springs, CO 80903
10 531 $1,298,984,013
A Percentage of AUM, Fixed Fees, Performance Based
BRUNI J V & CO
1528 N Tejon Street, Colorado Springs, CO 80907-7439
5 652 $748,294,401
A Percentage of AUM, Hourly charges, Fixed Fees
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, CO 80918
25 2412 $695,180,179
A Percentage of AUM, Hourly charges, Fixed Fees
RAMSAY STATTMAN VELA & PRICE INC
2 N. Cascade Ave., Ste 810, Colorado Springs, CO 80903
5 348 $676,249,697
A Percentage of AUM, Hourly charges
SEAMOUNT FINANCIAL GROUP INC
90 So Cascade Avenue, Suite 1140, Colorado Springs, CO 80903
10 1512 $528,739,485
A Percentage of AUM, Hourly charges, Fixed Fees
ALTUS WEALTH GROUP, LLC
423 South Cascade Avenue, Colorado Springs, CO 80903
9 2130 $386,172,967
A Percentage of AUM, Fixed Fees
ENVOY ADVISORY INC.
5333 N Union Blvd, Suite 200, Colorado Springs, CO 80918
15 2036 $383,299,377
A Percentage of AUM, Hourly charges, Fixed Fees
PETRA FINANCIAL ADVISORS INC
2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626
11 1041 $305,765,819
A Percentage of AUM, Hourly charges, Fixed Fees
ACCELERATED WEALTH ADVISORS LLC
13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO 80921
22 1953 $304,773,921
A Percentage of AUM, Hourly charges, Fixed Fees
RAINSBERGER WEALTH ADVISORS
980 Pico Point, Colorado Springs, CO 80905
8 1004 $302,617,566
A Percentage of AUM, Fixed Fees
INTERGY PRIVATE WEALTH, LLC
13 S. Tejon St., Suite 400, Colorado Springs, CO 80903
8 1950 $286,422,625
A Percentage of AUM, Hourly charges, Fixed Fees
CASCADE INVESTMENT GROUP, INC.
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903
7 913 $268,527,113
A Percentage of AUM, Hourly charges
SEASON INVESTMENTS, LLC
620 N Tejon Street, Suite 202, Colorado Springs, CO 80903
5 289 $158,520,517
A Percentage of AUM, Fixed Fees, Performance Based
CREDENTIALED WEALTH ADVISORS, LLC
5550 Tech Center Drive, Suite 308b, Colorado Springs, CO 80919
5 1204 $149,140,857
A Percentage of AUM, Hourly charges
BONFIRE FINANCIAL, LLC
2 North Nevada, Suite 1170, Colorado Springs, CO 80903
4 630 $142,133,301
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    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.