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Find Retirement Advisors for Retirement Planning in Castle Rock, 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 Castle Rock, Colorado
Last Updated - April 12, 2024Castle Rock has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Castle Rock, Colorado have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Castle Rock, Colorado
VERIFIEDQuotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
Firm CRD# 326819
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDDarren 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDAdam 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
VERIFIED Qualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Castle Rock, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | JACKSON CREEK INVESTMENT ADVISORS LLC 115 Wilcox Street, Suite 220 Castle Rock, CO, 80104 | $235,485,777 | 131 | 6 | A Percentage of AUM, Hourly charges |
| 2 | THREE PEAKS CAPITAL MANAGEMENT, LLC 3750 Dacoro Lane, Suite 100 Castle Rock, CO, 80109 | $215,455,547 | 52 | 5 | A Percentage of AUM |
| 3 | FIDELIS WEALTH ADVISORS 20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104 | $147,963,770 | 860 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CASTLE ROCK INVESTMENT COMPANY 115 Wilcox Street, Suite 220 Castle Rock, CO, 80104 | $100,480,772 | 23 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Castle Rock, Colorado
QualificationsFirm CRD# 309116
Assets Under Management $235,485,777
No. Of Clients131
Clients Per Financial Advisor22
JACKSON CREEK INVESTMENT ADVISORS LLC is a financial advisory firm situated in Castle Rock, Colorado. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 clients. The team consists of 6 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
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 127402
Assets Under Management $215,455,547
No. Of Clients52
Clients Per Financial Advisor10
THREE PEAKS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Castle Rock, Colorado. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 292551
Assets Under Management $147,963,770
No. Of Clients860
Clients Per Financial Advisor287
FIDELIS WEALTH ADVISORS is a financial advisory firm situated in Castle Rock, Colorado. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 860 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 140299
Assets Under Management $100,480,772
No. Of Clients23
Clients Per Financial Advisor12
CASTLE ROCK INVESTMENT COMPANY is a financial advisory firm situated in Castle Rock, Colorado. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 2 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
- Educational Seminars/ Workshops
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.