Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Fort Collins, 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 Fort Collins, Colorado

Last Updated - November 24, 2023

Fort Collins has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These financial advisors in Fort Collins, Colorado have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Fort Collins, 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 Fort Collins, Colorado.

Qualified Financial Advisors in Fort Collins, Colorado

Financial Advisor Experience AUM Minimum Assets Fee Structure
Adam Brunin
3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525
20 Years $92,000,000 $25,000 Fee-Based
Matthew Kelley
4551 13th Street,
Boulder, CO 80304
26 Years $175,000,000 $0 Fee-Only
Allworth Financial
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Are you a Financial Advisor in Fort Collins?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Fort Collins, Colorado

Qualifications CRD# 4407663
Firm CRD# 282640
Series 63, 65

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

Office Location 3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins,
Phone Number 970-672-1236

About Navigation Wealth Management

Navigation Wealth Management

Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations. Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.

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, Insurance Products & Annuities

Qualifications CRD# 4504752
Firm CRD# 132294
Series 63, 66

Compensation/Fee Fee-Only, Flat Fee

Office Location 4551 13th Street,
Phone Number 720-887-1299

Hi, I'm Matthew Kelley. I'm a New Yorker by birth, and I spent most of my youth hiking the Adirondack mountains and playing lacrosse. My parents pushed me to work at a young age, and I learned that I didn't like working for others. So, at 14, I started my own landscaping business. My grandfather introduced me to the financial markets at this time, and I began to buy stocks with my profits. This led me to seek an internship with one of the nation's first financial planning firms through my college years. After college, I moved to Colorado to compete in snowboarding. I didn't do as well as I envisioned, so I decided that maybe snowboarding was not my competitive calling and began to look for what else interested me. This led me back to financial planning. In 2004, I asked my wife if I could leave my well-paying job and start my own financial planning company while on our honeymoon. She trusted me those many years ago, and I never looked back. Today, we've built an enduring and sustainable practice centered around helping our clients use their money to achieve their life's purpose for career, family, individual pursuits, retirement, and legacy. Life's not a rehearsal, and we keep this at the forefront of our advice. Locally, I serve my community by coaching high school lacrosse and I've been doing this since 1999. I love planting leadership seeds to help our future generations to treat others with love and respect. When I'm not working or enjoying my beautiful family, you will most likely find me doing one of the following:

About Gold Medal Waters

Gold Medal Waters

At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future. Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy. Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (RIA) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving

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,
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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
2133 S Timberline Road, Suite 120, Fort Collins, CO 80525
14 763 $1,606,170,720
204 Maple Street, Suite 104, Fort Collins, CO 80521
6 1000 $259,892,482
A percentage of AUM, Hourly charges, Fixed fees
2020 Caribou Drive, Suite 102, Fort Collins, CO 80525
7 287 $248,684,722
A percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING SUBSCRIPTION FEES)
2580 Harmony Road, Suite 201, Fort Collins, CO 80528
4 424 $181,758,228
A percentage of AUM, Hourly charges
3500 John F. Kennedy Pkwy, Suite 300, Fort Collins, CO 80525
9 1231 $119,296,022
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Fort Collins, Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    2629 Redwing Rd, Ste 310, Fort Collins, CO  80526 970-206-0320
    2120 Milestone Dr, Unit 101, Fort Collins, CO  80525 970-226-2744
    155 East Boardwalk Drive, Suite 300, Fort Collins, CO  80525 970-226-2541
    125 South Howes Street, Suite 910, Fort Collins, CO  80521 970-416-0088
    3201 E Mulberry St, Unit H, Fort Collins, CO  80524 970-219-6819
    1075 W Horsetooth Rd, Ste A-204, Fort Collins, CO  80526 970-232-8834
    724 Whalers Way, Ste H104, Fort Collins, CO  80525 970-372-1177
    215 West Oak Street, Suite 700, Fort Collins, CO  80521 970-658-2662
    3711 John F. Kennedy Parkway, Suite 410, Fort Collins, CO  80525 970-498-4010
    3711 John F. Kennedy Parkway, Suite 410, Fort Collins, CO  80525 303-441-5352

      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.