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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 you 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 registrations check. 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 - December 2, 2024Boulder has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These retirement advisors in Boulder, Colorado have an average of 22 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichelle Francis
Life Story Financial
Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, 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
VERIFIED Qualifications
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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDAdam Brunin
NSSA®, AIF®
Navigation Wealth Management
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Minimum Assets Required
$25,000
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
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, Flat Fee, Based on Assets
VERIFIED Qualifications
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 | FOUNDRY GROUP, LLC 645 Walnut St, Boulder, CO, 80302 | $4,292,176,057 | 15 | 16 | A Percentage of AUM, Performance Based |
| 2 | RUBICON TECHNOLOGY MANAGEMENT L.L.C. 1470 Walnut Street, Suite 400 Boulder, CO, 80302 | $3,804,093,548 | 9 | 24 | A Percentage of AUM, Performance Based |
| 3 | CRESTONE ASSET MANAGEMENT LLC 1048 Pearl Street, Suite 450 Boulder, CO, 80302 | $3,646,520,228 | 735 | 56 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | VISION RIDGE PARTNERS, LLC 1011 Walnut Street, Suite 400 Boulder, CO, 80302 | $3,209,421,465 | 18 | 27 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 5 | COLORADO FINANCIAL MANAGEMENT LLC 4840 Pearl East Circle, Suite 300e Boulder, CO, 80301 | $1,951,918,249 | 2985 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP 1919 14th Street, Suite 900 Boulder, CO, 80302 | $1,911,147,000 | 13 | 14 | A Percentage of AUM, Performance Based |
| 7 | BSW WEALTH PARTNERS 2300 Broadway Street, Boulder, CO, 80304 | $1,624,159,003 | 3556 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (TRAVEL REIMBURSEMENT) |
| 8 | SCHOOLCRAFT CAPITAL LLC 820 Pearl Street Suite F, Boulder, CO, 80302 | $1,051,900,716 | 173 | 10 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | THE MILLSTONE EVANS GROUP, LLC 4999 Pearl East Circle, Suite 200 Boulder, CO, 80301 | $623,148,401 | 2245 | 12 | A Percentage of AUM, Fixed Fees |
| 10 | WEALTHGATE FAMILY OFFICE LLC 5025 Pearl Parkway, Boulder, CO, 80301 | $462,712,669 | 92 | 8 | Fixed Fees |
| 11 | COLORADO CAPITAL MANAGEMENT 4430 Arapahoe Avenue, Suite 120, Boulder, CO, 80303-1100 | $439,959,198 | 859 | 9 | A Percentage of AUM, Hourly charges |
| 12 | BLACK SWIFT GROUP, LLC 2700 Canyon Blvd, Suite 215 Boulder, CO, 80302 | $392,073,925 | 271 | 10 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | HARBOR FINANCIAL GROUP, INC. 1909 26th Street, Suite 1a, Boulder, CO, 80302 | $283,084,500 | 862 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | KILTERHOWLING LLC 2101 Pearl Street, Boulder, CO, 80302 | $196,337,027 | 559 | 4 | A Percentage of AUM, Other (POSSIBLE TRAVEL EXPENSES) |
| 15 | FINANCIAL STEWARD ASSOCIATES, LLC 2919 Valmont Road, Ste 109 Boulder, CO, 80301 | $196,113,261 | 586 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Boulder, Colorado
QualificationsFirm CRD# 159541
Assets Under Management $4,292,176,057
No. Of Clients15
Clients Per Financial Advisor1
FOUNDRY GROUP, 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 15 clients. The team consists of 16 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
QualificationsFirm CRD# 169875
Assets Under Management $3,804,093,548
No. Of Clients9
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 9 clients. The team consists of 24 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
QualificationsFirm CRD# 108581
Assets Under Management $3,646,520,228
No. Of Clients735
Clients Per Financial Advisor13
CRESTONE ASSET MANAGEMENT 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 735 clients. The team consists of 56 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 174836
Assets Under Management $3,209,421,465
No. Of Clients18
Clients Per Financial Advisor1
VISION RIDGE PARTNERS, 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 18 clients. The team consists of 27 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
- Portfolio Management for Business
QualificationsFirm CRD# 113216
Assets Under Management $1,951,918,249
No. Of Clients2985
Clients Per Financial Advisor176
COLORADO FINANCIAL MANAGEMENT LLC 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 2985 clients. The team consists of 17 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 143980
Assets Under Management $1,911,147,000
No. Of Clients13
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 13 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
QualificationsFirm CRD# 107485
Assets Under Management $1,624,159,003
No. Of Clients3556
Clients Per Financial Advisor119
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 3556 clients. The team consists of 30 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 174210
Assets Under Management $1,051,900,716
No. Of Clients173
Clients Per Financial Advisor17
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 173 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 311142
Assets Under Management $623,148,401
No. Of Clients2245
Clients Per Financial Advisor187
THE MILLSTONE EVANS GROUP, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $623M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2245 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 307858
Assets Under Management $462,712,669
No. Of Clients92
Clients Per Financial Advisor12
WEALTHGATE FAMILY OFFICE LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 92 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 114011
Assets Under Management $439,959,198
No. Of Clients859
Clients Per Financial Advisor95
COLORADO CAPITAL MANAGEMENT is a financial advisory firm situated in Boulder, Colorado. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 859 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 286084
Assets Under Management $392,073,925
No. Of Clients271
Clients Per Financial Advisor27
BLACK SWIFT GROUP, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 271 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105032
Assets Under Management $283,084,500
No. Of Clients862
Clients Per Financial Advisor96
HARBOR FINANCIAL GROUP, INC. is a financial advisory firm situated in Boulder, Colorado. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 862 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 169684
Assets Under Management $196,337,027
No. Of Clients559
Clients Per Financial Advisor140
KILTERHOWLING LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 559 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
- Other (POSSIBLE TRAVEL EXPENSES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 110594
Assets Under Management $196,113,261
No. Of Clients586
Clients Per Financial Advisor84
FINANCIAL STEWARD ASSOCIATES, LLC is a financial advisory firm situated in Boulder, Colorado. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.