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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 - March 21, 2024

Boulder has 7 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Boulder, Colorado

advisor-photo
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Matthew 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

advisor-photo
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Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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Michelle 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, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

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

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Mark 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Adam 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

advisor-photo
vector.svg VERIFIED

Darren Meyer
AWMA®, AAMS®
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

Top 15 Retirement Planning firms in Boulder, Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FOUNDRY GROUP, LLC
645 Walnut St,
Boulder, CO, 80302
$4,292,176,0571516
A Percentage of AUM, Performance Based
2
RUBICON TECHNOLOGY MANAGEMENT L.L.C.
1470 Walnut Street, Suite 400
Boulder, CO, 80302
$3,804,093,548924
A Percentage of AUM, Performance Based
3
CRESTONE ASSET MANAGEMENT LLC
1048 Pearl Street, Suite 450
Boulder, CO, 80302
$3,646,520,22873556
A Percentage of AUM, Fixed Fees, Performance Based
4
VISION RIDGE PARTNERS, LLC
1011 Walnut Street, Suite 400
Boulder, CO, 80302
$3,209,421,4651827
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
$1,951,918,249298517
A Percentage of AUM, Hourly charges, Fixed Fees
6
WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP
1919 14th Street, Suite 900
Boulder, CO, 80302
$1,911,147,0001314
A Percentage of AUM, Performance Based
7
BSW WEALTH PARTNERS
2300 Broadway Street,
Boulder, CO, 80304
$1,624,159,003355630
A Percentage of AUM, Hourly charges, Fixed Fees, Other (TRAVEL REIMBURSEMENT)
8
SCHOOLCRAFT CAPITAL LLC
820 Pearl Street Suite F,
Boulder, CO, 80302
$1,051,900,71617310
A Percentage of AUM, Fixed Fees, Performance Based
9
THE MILLSTONE EVANS GROUP, LLC
4999 Pearl East Circle, Suite 200
Boulder, CO, 80301
$623,148,401224512
A Percentage of AUM, Fixed Fees
10
WEALTHGATE FAMILY OFFICE LLC
5025 Pearl Parkway,
Boulder, CO, 80301
$462,712,669928
Fixed Fees
11
COLORADO CAPITAL MANAGEMENT
4430 Arapahoe Avenue, Suite 120,
Boulder, CO, 80303-1100
$439,959,1988599
A Percentage of AUM, Hourly charges
12
BLACK SWIFT GROUP, LLC
2700 Canyon Blvd, Suite 215
Boulder, CO, 80302
$392,073,92527110
A Percentage of AUM, Fixed Fees, Performance Based
13
HARBOR FINANCIAL GROUP, INC.
1909 26th Street, Suite 1a,
Boulder, CO, 80302
$283,084,5008629
A Percentage of AUM, Hourly charges, Fixed Fees
14
KILTERHOWLING LLC
2101 Pearl Street,
Boulder, CO, 80302
$196,337,0275594
A Percentage of AUM, Other (POSSIBLE TRAVEL EXPENSES)
15
FINANCIAL STEWARD ASSOCIATES, LLC
2919 Valmont Road, Ste 109
Boulder, CO, 80301
$196,113,2615867
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
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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