Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Littleton has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Littleton, Colorado have an average of 19 years of experience.
Darren Meyer
AWMA®, AAMS®
Everest Wealth Advisors
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Minimum Assets Required
$500,000
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.
Fee-Only, Hourly, Based on Assets
Michelle Francis
Life Story Financial
Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66
Minimum Assets Required
$100,000
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Only, Flat Fee, Based on Assets
Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Minimum Assets Required
$0
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.
Fee-Only, Flat Fee
Qualifications
CRD# 2754305
Firm CRD# 6413
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | UX WEALTH PARTNERS LLC 7200 S Alton Way, Suite A-230 Centennial, CO, 80112 | $941,102,361 | 7486 | 7 | A Percentage of AUM |
2 | GPS WEALTH STRATEGIES GROUP, LLC 6484 South Quebec Street, Centennial, CO, 80111 | $879,899,427 | 4514 | 36 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SCHAEFER FINANCIAL MANAGEMENT, INC. 7700 East Arapahoe Road, Suite 265 Centennial, CO, 80112-6108 | $742,733,453 | 1974 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | DECHTMAN WEALTH MANAGEMENT 7807 E Peakview Avenue, Suite 410 Centennial, CO, 80111 | $551,563,111 | 2034 | 7 | A Percentage of AUM |
5 | FFG RETIREMENT COUNSELING 5975 South Quebec Street, Suite 130 Centennial, CO, 80111 | $154,554,721 | 628 | 5 | A Percentage of AUM, Fixed Fees |
6 | NATIONAL VALUATION CONSULTANTS, INC 7807 East Peakview Avenue, Suite 200 Centennial, CO, 80111 | $0 | 0 | 6 | Hourly charges, Fixed Fees |
QualificationsFirm CRD# 308983
Assets Under Management $941,102,361
No. Of Clients7486
Clients Per Financial Advisor1069
UX WEALTH PARTNERS LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $941M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7486 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285507
Assets Under Management $879,899,427
No. Of Clients4514
Clients Per Financial Advisor125
GPS WEALTH STRATEGIES GROUP, LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $880M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4514 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110110
Assets Under Management $742,733,453
No. Of Clients1974
Clients Per Financial Advisor247
SCHAEFER FINANCIAL MANAGEMENT, INC. is a financial advisory firm situated in Centennial, Colorado. With a nearly $743M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1974 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 308183
Assets Under Management $551,563,111
No. Of Clients2034
Clients Per Financial Advisor291
DECHTMAN WEALTH MANAGEMENT is a financial advisory firm situated in Centennial, Colorado. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2034 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 308305
Assets Under Management $154,554,721
No. Of Clients628
Clients Per Financial Advisor126
FFG RETIREMENT COUNSELING is a financial advisory firm situated in Centennial, Colorado. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 628 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164739
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
NATIONAL VALUATION CONSULTANTS, INC is a financial advisory firm situated in Centennial, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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