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Find Retirement Advisors for Retirement Planning in Colorado Springs, 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 Colorado Springs, Colorado

Last Updated - July 7, 2024

Colorado Springs has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in Colorado Springs, Colorado have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Colorado Springs, Colorado

advisor-photo

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

advisor-photo

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

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
vector.svg VERIFIED

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CORUNDUM GROUP, INC.
1 South Nevada, Suite 200
Colorado Springs, CO, 80903
$1,298,984,01353110
A Percentage of AUM, Fixed Fees, Performance Based
2
BRUNI J V & CO
1528 N Tejon Street,
Colorado Springs, CO, 80907-7439
$748,294,4016525
A Percentage of AUM, Hourly charges, Fixed Fees
3
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
5475 Mark Dabling Boulevard, Suite 108
Colorado Springs, CO, 80918
$695,180,179241225
A Percentage of AUM, Hourly charges, Fixed Fees
4
RAMSAY STATTMAN VELA & PRICE INC
2 N. Cascade Ave., Ste 810,
Colorado Springs, CO, 80903
$676,249,6973485
A Percentage of AUM, Hourly charges
5
SEAMOUNT FINANCIAL GROUP INC
90 So Cascade Avenue, Suite 1140
Colorado Springs, CO, 80903
$528,739,485151210
A Percentage of AUM, Hourly charges, Fixed Fees
6
ALTUS WEALTH GROUP, LLC
423 South Cascade Avenue,
Colorado Springs, CO, 80903
$386,172,96721309
A Percentage of AUM, Fixed Fees
7
ENVOY ADVISORY INC.
5333 N Union Blvd, Suite 200
Colorado Springs, CO, 80918
$383,299,377203615
A Percentage of AUM, Hourly charges, Fixed Fees
8
PETRA FINANCIAL ADVISORS INC
2 North Nevada Ave Suite 1300,
Colorado Springs, CO, 80903-1626
$305,765,819104111
A Percentage of AUM, Hourly charges, Fixed Fees
9
ACCELERATED WEALTH ADVISORS LLC
13570 Meadowgrass Dr., Ste. 100
Colorado Springs, CO, 80921
$304,773,921195322
A Percentage of AUM, Hourly charges, Fixed Fees
10
RAINSBERGER WEALTH ADVISORS
980 Pico Point,
Colorado Springs, CO, 80905
$302,617,56610048
A Percentage of AUM, Fixed Fees
11
INTERGY PRIVATE WEALTH, LLC
13 S. Tejon St., Suite 400
Colorado Springs, CO, 80903
$286,422,62519508
A Percentage of AUM, Hourly charges, Fixed Fees
12
CASCADE INVESTMENT GROUP, INC.
444 E. Pikes Peak Avenue, Suite 200,
Colorado Springs, CO, 80903
$268,527,1139137
A Percentage of AUM, Hourly charges
13
SEASON INVESTMENTS, LLC
620 N Tejon Street, Suite 202
Colorado Springs, CO, 80903
$158,520,5172895
A Percentage of AUM, Fixed Fees, Performance Based
14
CREDENTIALED WEALTH ADVISORS, LLC
5550 Tech Center Drive, Suite 308b
Colorado Springs, CO, 80919
$149,140,85712045
A Percentage of AUM, Hourly charges
15
BONFIRE FINANCIAL, LLC
2 North Nevada, Suite 1170
Colorado Springs, CO, 80903
$142,133,3016304
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Colorado Springs, Colorado

QualificationsFirm CRD# 106490

Assets Under Management $1,298,984,013

No. Of Clients531

Clients Per Financial Advisor53

CORUNDUM GROUP, INC. is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 531 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106644

Assets Under Management $748,294,401

No. Of Clients652

Clients Per Financial Advisor130

BRUNI J V & CO is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $748M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 109036

Assets Under Management $695,180,179

No. Of Clients2412

Clients Per Financial Advisor96

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $695M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2412 clients. The team consists of 25 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
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105156

Assets Under Management $676,249,697

No. Of Clients348

Clients Per Financial Advisor70

RAMSAY STATTMAN VELA & PRICE INC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $676M assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 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
  • Hourly charges

Financial Planning Services

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

QualificationsFirm CRD# 107834

Assets Under Management $528,739,485

No. Of Clients1512

Clients Per Financial Advisor151

SEAMOUNT FINANCIAL GROUP INC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $529M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1512 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 287848

Assets Under Management $386,172,967

No. Of Clients2130

Clients Per Financial Advisor237

ALTUS WEALTH GROUP, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2130 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 306559

Assets Under Management $383,299,377

No. Of Clients2036

Clients Per Financial Advisor136

ENVOY ADVISORY INC. is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2036 clients. The team consists of 15 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107196

Assets Under Management $305,765,819

No. Of Clients1041

Clients Per Financial Advisor95

PETRA FINANCIAL ADVISORS INC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1041 clients. The team consists of 11 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
View Full Profile

QualificationsFirm CRD# 170022

Assets Under Management $304,773,921

No. Of Clients1953

Clients Per Financial Advisor89

ACCELERATED WEALTH ADVISORS LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1953 clients. The team consists of 22 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# 108325

Assets Under Management $302,617,566

No. Of Clients1004

Clients Per Financial Advisor126

RAINSBERGER WEALTH ADVISORS is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1004 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 315698

Assets Under Management $286,422,625

No. Of Clients1950

Clients Per Financial Advisor244

INTERGY PRIVATE WEALTH, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1950 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 35844

Assets Under Management $268,527,113

No. Of Clients913

Clients Per Financial Advisor130

CASCADE INVESTMENT GROUP, INC. is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 913 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

Financial Planning Services

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

QualificationsFirm CRD# 158070

Assets Under Management $158,520,517

No. Of Clients289

Clients Per Financial Advisor58

SEASON INVESTMENTS, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 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
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 312517

Assets Under Management $149,140,857

No. Of Clients1204

Clients Per Financial Advisor241

CREDENTIALED WEALTH ADVISORS, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1204 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 288522

Assets Under Management $142,133,301

No. Of Clients630

Clients Per Financial Advisor158

BONFIRE FINANCIAL, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 630 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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