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Find Retirement Advisors for Retirement Planning in Littleton, 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 Littleton, Colorado
Last Updated - May 2, 2025Littleton has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Littleton, Colorado have an average of 29 years of experience.
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List of Qualified Retirement Planning Advisors in Littleton, Colorado
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
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# 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
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
VERIFIEDWilliam (Bill) Reynolds
MSFS, CLU®, CFS, ChFC®
Reynolds Financial Solutions
Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63
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, Commissions, 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
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
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 12 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 7200 S Alton Way, Suite A-250 Centennial, CO, 80112 | $1,503,506,685 | 47 | 7 | A percentage of AUM |
| 2 | 6484 South Quebec Street, Centennial, CO, 80111 | $1,068,225,664 | 4455 | 33 | A percentage of AUM, Hourly charges |
| 3 | 7700 East Arapahoe Road, Suite 265 Centennial, CO, 80112-6108 | $888,301,693 | 1748 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 7807 E Peakview Avenue, Suite 410 Centennial, CO, 80111 | $650,981,560 | 2163 | 8 | A percentage of AUM, Fixed fees |
| 5 | 5975 South Quebec Street, Suite 310 Centennial, CO, 80111 | $272,196,442 | 1107 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 6 | 5975 South Quebec Street, Suite 130 Centennial, CO, 80111 | $203,310,748 | 730 | 6 | A percentage of AUM, Fixed fees |
| 7 | 6500 S Quebec St, #215 Centennial, CO, 80111 | $192,137,442 | 345 | 1 | A percentage of AUM |
| 8 | 6746 South Revere Parkway, Suite B-140 Centennial, CO, 80112 | $154,153,354 | 839 | 5 | A percentage of AUM |
| 9 | 9000 E Nichols Avenue, #120 Centennial, CO, 80112 | $135,000,000 | 418 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 7475 East Peakview Avenue,, Building 10 Centennial, CO, 80111 | $115,400,000 | 489 | 2 | A percentage of AUM, Hourly charges |
| 11 | 6341 S. Troy Circle Unit E, Centennial, CO, 80111 | $101,032,375 | 517 | 3 | A percentage of AUM, Fixed fees |
| 12 | 8000 S Chester St, Suite 600 Centennial, CO, 80112 | $0 | 0 | 6 | Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Littleton, Colorado
QualificationsFirm CRD# 308983
Assets Under Management $1,503,506,685
No. Of Clients47
Clients Per Financial Advisor7
UX WEALTH PARTNERS LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 285507
Assets Under Management $1,068,225,664
No. Of Clients4455
Clients Per Financial Advisor135
GPS WEALTH STRATEGIES GROUP, LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4455 clients. The team consists of 33 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
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 110110
Assets Under Management $888,301,693
No. Of Clients1748
Clients Per Financial Advisor194
SCHAEFER FINANCIAL MANAGEMENT, INC. is a financial advisory firm situated in Centennial, Colorado. With a nearly $888M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1748 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 308183
Assets Under Management $650,981,560
No. Of Clients2163
Clients Per Financial Advisor270
DECHTMAN WEALTH MANAGEMENT is a financial advisory firm situated in Centennial, Colorado. With a nearly $651M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2163 clients. The team consists of 8 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
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 289891
Assets Under Management $272,196,442
No. Of Clients1107
Clients Per Financial Advisor185
PEAK PLANNING GROUP, LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1107 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
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 308305
Assets Under Management $203,310,748
No. Of Clients730
Clients Per Financial Advisor122
FFG RETIREMENT COUNSELING is a financial advisory firm situated in Centennial, Colorado. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 730 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 298784
Assets Under Management $192,137,442
No. Of Clients345
Clients Per Financial Advisor345
JHP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 345 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 157860
Assets Under Management $154,153,354
No. Of Clients839
Clients Per Financial Advisor168
HINCHLEY ADVISORY GROUP, LLC is a financial advisory firm situated in Centennial, Colorado. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 839 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 161531
Assets Under Management $135,000,000
No. Of Clients418
Clients Per Financial Advisor70
PALLER FINANCIAL SERVICES, INC. is a financial advisory firm situated in Centennial, Colorado. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 418 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 112236
Assets Under Management $115,400,000
No. Of Clients489
Clients Per Financial Advisor245
LOYD FINANCIAL MANAGEMENT INC. is a financial advisory firm situated in Centennial, Colorado. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 489 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 281494
Assets Under Management $101,032,375
No. Of Clients517
Clients Per Financial Advisor172
FIT WEALTH MANAGEMENT is a financial advisory firm situated in Centennial, Colorado. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (NON-DISCRETIONARY ADVICE TO OTHER ADVISORS & INSTITUTIONS)
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.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boulder, Colorado
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Looking for more choices? Use our free match service to compare retirement planners serving your area.