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Find Top Financial Advisors in Fort Collins, 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 Fort Collins, Colorado
Last Updated - 09-Aug-2022

Fort Collins has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 25 non-vetted advisors in your local area. These financial advisors in Fort Collins, Colorado have an average of 9 years of experience.

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

Qualified Financial Advisors in Fort Collins, Colorado
Financial Advisor Experience AUM Minimum Assets Fee Structure
Adam Brunin
NSSA®, AIF®
NAVIGATION WEALTH MANAGEMENT
3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525
20 $92,000,000 $25,000 Fee-Based
Matt Ganskopp
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1120 W. 122nd Avenue,,
Suite 300,
Westminster, CO 80234
3 Not Specified 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
Matt Ganskopp
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
10012 Commons Street,
Suite 108,
Lone Tree, CO 80124
3 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Fort Collins

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

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


Office Location 3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins,
CO
80525
Phone Number 970-672-1236

About 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# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1120 W. 122nd Avenue,,
Suite 300,
Westminster,
CO
80234
Phone Number 720-354-3474

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

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. You also get $200, just for speaking with us.

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# 6620897
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 10012 Commons Street,
Suite 108,
Lone Tree,
CO
80124
Phone Number 303-846-1919

My motivation as a financial planner is to assist our clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. When I am not working, I enjoy golfing, mountain biking and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Firm Name AUM No. of Clients Fee Structure
Ifam Capital
2133 S Timberline Road , Suite 120,
Fort Collins, CO 80525
$1,606,170,720 763 A percentage of AUM
Fixed fees
Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS)
Cosner Financial Group, Llc
204 Maple Street , Suite 104,
Fort Collins, CO 80521
$259,892,482 1000 A percentage of AUM
Hourly charges
Fixed fees
Trail Ridge Investment Advisors, Llc
2020 Caribou Drive , Suite 102,
Fort Collins, CO 80525
$248,684,722 287 A percentage of AUM
Other (FINANCIAL PLANNING SUBSCRIPTION FEES)
Theory Financial
2580 Harmony Road, Suite 201,
Fort Collins, CO 80528
$181,758,228 424 A percentage of AUM
Hourly charges
Navigation Wealth Management
3500 John F. Kennedy Pkwy , Suite 300,
Fort Collins, CO 80525
$119,296,022 1231 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
    Lisa Lynn
    Inquire with Lisa
    2629 Redwing Rd, Ste 310, Fort Collins, CO  80526 970-206-0320
    CORE Financial
    Inquire with CORE
    2120 Milestone Dr, Unit 101, Fort Collins, CO  80525 970-226-2744
    Erickson Financial
    Inquire with Erickson
    155 East Boardwalk Drive, Suite 300, Fort Collins, CO  80525 970-226-2541
    Fassi Financial
    Inquire with Fassi
    125 South Howes Street, Suite 910, Fort Collins, CO  80521 970-416-0088
    Allstate Personal Financial Representative: Josh Benedict
    Inquire with Allstate
    3201 E Mulberry St, Unit H, Fort Collins, CO  80524 970-219-6819
    Allstate Personal Financial Representative: Leah Vos
    Inquire with Allstate
    1075 W Horsetooth Rd, Fort Collins, CO  80526 970-232-8834
    Allstate Personal Financial Representative: Alan Romero
    Inquire with Allstate
    724 Whalers Way, Ste H104, Fort Collins, CO  80525 970-372-1177
    Dunnigan Financial Planning
    Inquire with Dunnigan
    215 West Oak Street, Suite 700, Fort Collins, CO  80521 970-658-2662
    The Raben McLaurin Team
    Inquire with Raben
    3711 John F. Kennedy Parkway, Suite 410, Fort Collins, CO  80525 970-498-4010
    Nicholas G. Bode
    Inquire with Nicholas
    3711 John F. Kennedy Parkway, Suite 410, Fort Collins, CO  80525 303-441-5352
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