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Find Retirement Advisors for Retirement Planning in Boulder, Colorado
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Boulder, Colorado
Last Updated - April 25, 2025Boulder has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Boulder, Colorado have an average of 27 years of experience.
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List of Qualified Retirement Planning Advisors in Boulder, Colorado
VERIFIEDMatthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Minimum Assets Required
$0
Advisory Services:
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
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
CRD# 7347673
Firm CRD# 281223
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Minimum Assets Required
$500,000
Advisory Services:
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
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 282580
Series 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 315838
Series 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJeffrey Wren
CSA®
LPL Financial Corporation
Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDAdam Brunin
NSSA®, AIF®
Navigation Wealth Management
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Minimum Assets Required
$50,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDDarren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Boulder, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1470 Walnut Street, Suite 400 Boulder, CO, 80302 | $3,978,022,464 | 11 | 32 | A percentage of AUM, Performance Based |
| 2 | 1011 Walnut Street, Suite 400 Boulder, CO, 80302 | $3,959,340,434 | 20 | 34 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 3 | 645 Walnut St, Boulder, CO, 80302 | $3,411,323,300 | 15 | 12 | A percentage of AUM, Performance Based |
| 4 | 1919 14th Street, Suite 900 Boulder, CO, 80302 | $2,069,427,000 | 14 | 14 | A percentage of AUM, Performance Based |
| 5 | 2300 Broadway Street, Boulder, CO, 80304 | $1,837,419,076 | 3752 | 29 | A percentage of AUM, Hourly charges, Fixed fees, Other (TRAVEL REIMBURSEMENT) |
| 6 | 820 Pearl Street Suite F, Boulder, CO, 80302 | $1,185,649,921 | 184 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 4940 Pearl East Circle, Suite 302 Boulder, CO, 80301 | $700,341,188 | 3002 | 10 | A percentage of AUM, Fixed fees |
| 8 | 4430 Arapahoe Avenue, Suite 120, Boulder, CO, 80303-1100 | $560,325,709 | 1126 | 9 | A percentage of AUM, Hourly charges |
| 9 | 2700 Canyon Blvd, Suite 215 Boulder, CO, 80302 | $467,575,192 | 338 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 2595 Canyon Blvd, Suite 220 Boulder, CO, 80302 | $291,048,832 | 523 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 2101 Pearl Street, Boulder, CO, 80302 | $218,521,319 | 553 | 4 | A percentage of AUM |
| 12 | 2919 Valmont Road, Ste 109 Boulder, CO, 80301 | $218,042,812 | 587 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 2355 Canyon Blvd, Suite 204 Boulder, CO, 80302 | $192,112,867 | 211 | 5 | A percentage of AUM, Fixed fees, Other (PROJECT RATE) |
| 14 | 918 Dearborn Place, Boulder, CO, 80303 | $171,807,000 | 36 | 1 | A percentage of AUM, Fixed fees, Other (PROJECT FEES, CONSULTING FEES) |
| 15 | Offices At The Highland City Club, 885 Arapahoe Ave Boulder, CO, 80302 | $150,756,887 | 503 | 4 | A percentage of AUM |
Information on Top Retirement Planning firms in Boulder, Colorado
QualificationsFirm CRD# 169875
Assets Under Management $3,978,022,464
No. Of Clients11
Clients Per Financial Advisor0
RUBICON TECHNOLOGY MANAGEMENT L.L.C. is a financial advisory firm situated in Boulder, Colorado. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 174836
Assets Under Management $3,959,340,434
No. Of Clients20
Clients Per Financial Advisor1
VISION RIDGE PARTNERS, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 159541
Assets Under Management $3,411,323,300
No. Of Clients15
Clients Per Financial Advisor1
FOUNDRY GROUP, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 143980
Assets Under Management $2,069,427,000
No. Of Clients14
Clients Per Financial Advisor1
WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP is a financial advisory firm situated in Boulder, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 107485
Assets Under Management $1,837,419,076
No. Of Clients3752
Clients Per Financial Advisor129
BSW WEALTH PARTNERS is a financial advisory firm situated in Boulder, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3752 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (TRAVEL REIMBURSEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS)
QualificationsFirm CRD# 174210
Assets Under Management $1,185,649,921
No. Of Clients184
Clients Per Financial Advisor15
SCHOOLCRAFT CAPITAL LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 184 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 311142
Assets Under Management $700,341,188
No. Of Clients3002
Clients Per Financial Advisor300
THE MILLSTONE EVANS GROUP, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3002 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (BLOGS AND PODCASTS)
QualificationsFirm CRD# 114011
Assets Under Management $560,325,709
No. Of Clients1126
Clients Per Financial Advisor125
COLORADO CAPITAL MANAGEMENT is a financial advisory firm situated in Boulder, Colorado. With a nearly $560M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1126 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 286084
Assets Under Management $467,575,192
No. Of Clients338
Clients Per Financial Advisor28
BLACK SWIFT GROUP, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $468M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 115069
Assets Under Management $291,048,832
No. Of Clients523
Clients Per Financial Advisor174
BOULDER WEALTH ADVISORS, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $291M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 169684
Assets Under Management $218,521,319
No. Of Clients553
Clients Per Financial Advisor138
KILTERHOWLING LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 110594
Assets Under Management $218,042,812
No. Of Clients587
Clients Per Financial Advisor84
FINANCIAL STEWARD ASSOCIATES, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 587 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 112024
Assets Under Management $192,112,867
No. Of Clients211
Clients Per Financial Advisor42
THE WEALTH CONSERVANCY, INC. is a financial advisory firm situated in Boulder, Colorado. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 211 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PROJECT RATE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (WEALTH COACHING)
QualificationsFirm CRD# 304503
Assets Under Management $171,807,000
No. Of Clients36
Clients Per Financial Advisor36
CONSILIUM, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PROJECT FEES
- CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 170732
Assets Under Management $150,756,887
No. Of Clients503
Clients Per Financial Advisor126
SILVERPEAK WEALTH ADVISORS is a financial advisory firm situated in Boulder, Colorado. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 503 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.