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Find Top Financial Advisors in Lone Tree, 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 Lone Tree, Colorado
Last Updated - 25-Mar-2023

Lone Tree has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 7 non-vetted advisors in your local area. These financial advisors in Lone Tree, Colorado have an average of 15 years of experience.

NOTE: The list of financial advisors in Lone Tree, 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 Lone Tree, Colorado.

Qualified Financial Advisors in Lone Tree, Colorado
Financial Advisor Experience AUM Minimum Assets Fee Structure
Reuben J. Brauer
CFP®
CALLAHAN FINANCIAL PLANNING COMPANY
6500 S Quebec St Ste 300,
Centennial, CO 80111
14 $150,000,000 $500,000 Fee-Only
Allworth Financial
ALLWORTH FINANCIAL
8055 East Tufts Avenue Suite 1310,
Denver, CO 80237
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL
1099 18th Street,
Suite 2400,
Denver, CO 80222
11 $22,400,000,000 $100,000 Fee-Based
Mark Starosciak
CFP®, CRPC®
INFINIUM INVESTMENT ADVISORS, LLC
50 South Steele Street,
#830,
Denver, CO 80209
21 $143,000,000 $500,000 Fee-Only
Adam J. Strickman
CFP®, CRPC®, APMA®
ETHOS FINANCIAL PARTNERS
9351 Grant St.,
Suite 300,
Thornton, CO 80229
20 Not Specified Not Specified Fee-Only
J.D. White
AWMA®, CFP®, CRPC®, AAMS®
WHITE HAWK WEALTH MANAGEMENT
756 Dover Street,
Broomfield, CO 80020
11 $52000000 0 Fee-Based
Curt Clegg
CFP®
AMA FINANCIAL PARTNERS
357 McCaslin blvd,
#200,
Louisville, CO 80027
16 Not Specified $25,000 Fee-Based

Information on Qualified Financial Advisors in Lone Tree

Qualifications CRD# 5887664
Firm CRD# 153050
Series 65, 66

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


Office Location 6500 S Quebec St Ste 300,
Centennial,
CO
80111
Phone Number 303-222-7100

The greatest inspirations in my life are my faith, wife, and three boys. My goal with each day is to be a positive example of character and service to them and others in all that I do. A lack of clarity can derail even the best-laid plans. I believe that from clarity, comes wisdom, and from wisdom comes action. Guiding people along their financial journey and providing the clarity they need to take action gives me a great sense of pride and fulfillment. This is where I find so much beauty in the financial planning profession. It creates opportunities to develop deep relationships where I can help others work towards the most important goals in their life.

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.

Advisory Services Provided:

Financial Planning, Investment Advice & Management, Tax Advice and Services


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 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,
Denver,
CO
80222
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.

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# 4018163
Firm CRD# 149123
Series 66

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


Office Location 50 South Steele Street,
#830,
Denver,
CO
80209
Phone Number 720-253-1818

Mark is a CERTIFIED FINANCIAL PLANNER® in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

About Infinium Investment Advisors, LLC

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

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, Investment Advice & 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,
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# 5882055
Firm CRD# 283545
Series 7, 66

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


Office Location 756 Dover Street,
Broomfield,
CO
80020
Phone Number 303-800-0620

Proudest moments in my life are marrying my wife, Mary, and the birth of our son, Reagan. I consider myself a "Renaissance" man. I raced Michael Phelps once. I lost. I used to have hair.

About White Hawk Wealth Management

White Hawk Wealth Management was created in 2017 from an idea that the industry is changing. The business is built around the idea that clients deserve ongoing service and not a single-transaction. We believe that we can best-serve families by offering comprehensive services that cover all aspects of wealth management. White Hawk Wealth Management operates on a boutique-level, but has the support of a large corporation (see below). We understand that the money that we manage for our clients is not our money, but theirs. We take great price in education our clients to make sound financial decisions that will help them pursue all of their financial goals. White Hawk Wealth Management operates independently under the supervision of a Hybrid Registered Investment Advisor firm, Western Wealth Management. They also are part of LPL Financial's broker-dealer platform, which they gives them access to a wide range of products for their clients. This structure allows White Hawk Wealth Management to offer a fee-based service comprised of both fees and commissions based on what is most appropriate for the client.

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 CRD# 4905457
Firm CRD# 46947
Series 6, 7, 63

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


Office Location 357 McCaslin blvd,
#200,
Louisville,
CO
80027
Phone Number 720-647-6501

Curt grew up in Northern Colorado and graduated from the University of Colorado Boulder. After a decade plus in corporate financial services Curt saw the importance of independent advice and created a firm to help optimize your household financial picture. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren you will find him on the youth sports field cheering/coaching his children or at one of the many sporting events/concerts throughout the Denver metro area.

About AMA Financial Partners

There are a million options to choose from when it comes to your money. We help you design, UNDERSTAND, and implement a tailored solution to help you reach your goals. As an independent financial advisor, we give you many ways to work with us. We work with our ideal client and analyze their complete financial picture and educate them not only on ways to improve but also get the best value for services.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


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

Firm Name AUM No. of Clients Fee Structure
GALLACHER CAPITAL MANAGEMENT, LLC
10465 Park Meadows Dr , #107,
Lone Tree, CO 80124
$455,030,000 1052 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
JHP WEALTH MANAGEMENT, LLC
9362 Teddy Lane , #203,
Lone Tree, CO 80124
$162,541,926 286 A percentage of AUM
ALPHA PRINCIPLE, LLC
9380 Station Street , Suite 515,
Lone Tree, CO 80124-6831
$61,796,799 23 A percentage of AUM
Fixed fees
Performance Based

    List of Additional Advisors in Lone Tree, Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Allstate Personal Financial Representative: Richard Maves
    Inquire with Allstate
    8375 Willow St, Ste 211, Lone Tree, CO  80124 303-437-3273
    Daniel Lewis Green, CRPC
    Inquire with Daniel
    10375 Park Meadows Drive, Suite 400, Lone Tree, CO  80124 303-267-3050
    Matthew Y. Parish
    Inquire with Matthew
    10375 Park Meadows Drive, Suite 400, Lone Tree, CO  80124 303-267-3013
    Kurt Crandall Nielsen
    Inquire with Kurt
    10375 Park Meadows Drive, Suite 400, Lone Tree, CO  80124 303-267-3022
    Upstream Investment Partners
    Inquire with Upstream
    9380 Station Street, Suite 535, Lone Tree, CO  80124 720-506-4204
    Edward Jones
    Inquire with Edward
    9360 Station St, Suite 475, Lone Tree, CO  80124 303-790-7412
    Tier One Wealth Management
    Inquire with Tier
    9380 Station Street, Ste 535, Lone Tree, CO  80124 303-858-0000
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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.

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