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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 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 Littleton, Colorado

Last Updated - May 14, 2024

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.

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List of Qualified Retirement Planning Advisors in Littleton, Colorado

advisor-photo
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Darren 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

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

advisor-photo
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Quotient 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

advisor-photo
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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

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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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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
vector.svg VERIFIED

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

Top 6 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
UX WEALTH PARTNERS LLC
7200 S Alton Way, Suite A-230
Centennial, CO, 80112
$941,102,36174867
A Percentage of AUM
2
GPS WEALTH STRATEGIES GROUP, LLC
6484 South Quebec Street,
Centennial, CO, 80111
$879,899,427451436
A Percentage of AUM, Hourly charges, Fixed Fees
3
SCHAEFER FINANCIAL MANAGEMENT, INC.
7700 East Arapahoe Road, Suite 265
Centennial, CO, 80112-6108
$742,733,45319748
A Percentage of AUM, Hourly charges, Fixed Fees
4
DECHTMAN WEALTH MANAGEMENT
7807 E Peakview Avenue, Suite 410
Centennial, CO, 80111
$551,563,11120347
A Percentage of AUM
5
FFG RETIREMENT COUNSELING
5975 South Quebec Street, Suite 130
Centennial, CO, 80111
$154,554,7216285
A Percentage of AUM, Fixed Fees
6
NATIONAL VALUATION CONSULTANTS, INC
7807 East Peakview Avenue, Suite 200
Centennial, CO, 80111
$006
Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Littleton, Colorado

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

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

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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

  • Pension Consulting Services
View Full Profile

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