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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 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 Colorado Springs, Colorado
Last Updated - April 25, 2025Colorado Springs has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Colorado Springs, Colorado have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Colorado Springs, Colorado
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Colorado Springs, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1 South Nevada, Suite 200 Colorado Springs, CO, 80903 | $1,407,752,246 | 427 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 1528 N Tejon Street, Colorado Springs, CO, 80907-7439 | $865,301,535 | 658 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2 N. Cascade Ave., Ste 810, Colorado Springs, CO, 80903 | $764,597,670 | 390 | 7 | A percentage of AUM |
| 4 | 90 So Cascade Avenue, Suite 970 Colorado Springs, CO, 80903 | $604,710,584 | 1546 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 423 South Cascade Avenue, Colorado Springs, CO, 80903 | $572,624,043 | 2323 | 7 | A percentage of AUM, Fixed fees |
| 6 | 5475 Mark Dabling Boulevard, Suite 320 Colorado Springs, CO, 80918 | $563,837,798 | 2358 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 5333 N Union Blvd, Suite 200 Colorado Springs, CO, 80918 | $451,108,851 | 2100 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 13 S. Tejon St., Suite 400 Colorado Springs, CO, 80903 | $390,604,147 | 1956 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 444 E. Pikes Peak Avenue, Suite 200 Colorado Springs, CO, 80903 | $378,028,345 | 974 | 6 | A percentage of AUM, Hourly charges |
| 10 | 2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626 | $357,186,375 | 1185 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 422 E Vermijo, Colorado Springs, CO, 80903 | $350,377,420 | 3 | 23 | A percentage of AUM, Performance Based |
| 12 | 13570 Meadowgrass Dr., Ste. 100 Colorado Springs, CO, 80921 | $216,898,385 | 2234 | 17 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 13 | 2 North Nevada, Suite 1170 Colorado Springs, CO, 80903 | $198,158,840 | 746 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 5755 Mark Dabling Blvd, Suite 245 Colorado Springs, CO, 80919 | $156,308,072 | 545 | 3 | A percentage of AUM |
| 15 | 660 Southpointe Court, Suite 312 Colorado Springs, CO, 80906 | $150,188,314 | 671 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Colorado Springs, Colorado
QualificationsFirm CRD# 106490
Assets Under Management $1,407,752,246
No. Of Clients427
Clients Per Financial Advisor39
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 427 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
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 106644
Assets Under Management $865,301,535
No. Of Clients658
Clients Per Financial Advisor132
BRUNI J V & CO is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $865M assets under management, the firm specializes in crafting personalized retirement planning solutions for 658 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105156
Assets Under Management $764,597,670
No. Of Clients390
Clients Per Financial Advisor56
RAMSAY STATTMAN VELA & PRICE INC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $765M assets under management, the firm specializes in crafting personalized retirement planning solutions for 390 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# 107834
Assets Under Management $604,710,584
No. Of Clients1546
Clients Per Financial Advisor155
SEAMOUNT FINANCIAL GROUP INC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1546 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 287848
Assets Under Management $572,624,043
No. Of Clients2323
Clients Per Financial Advisor332
ALTUS WEALTH GROUP, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $573M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2323 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 109036
Assets Under Management $563,837,798
No. Of Clients2358
Clients Per Financial Advisor107
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $564M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2358 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 306559
Assets Under Management $451,108,851
No. Of Clients2100
Clients Per Financial Advisor117
ENVOY ADVISORY INC. is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2100 clients. The team consists of 18 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 315698
Assets Under Management $390,604,147
No. Of Clients1956
Clients Per Financial Advisor279
INTERGY PRIVATE WEALTH, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $391M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1956 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 35844
Assets Under Management $378,028,345
No. Of Clients974
Clients Per Financial Advisor162
CASCADE INVESTMENT GROUP, INC. is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $378M assets under management, the firm specializes in crafting personalized retirement planning solutions for 974 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 107196
Assets Under Management $357,186,375
No. Of Clients1185
Clients Per Financial Advisor91
PETRA FINANCIAL ADVISORS INC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1185 clients. The team consists of 13 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# 331689
Assets Under Management $350,377,420
No. Of Clients3
Clients Per Financial Advisor0
ONE FUNDS, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $350M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 170022
Assets Under Management $216,898,385
No. Of Clients2234
Clients Per Financial Advisor131
ACCELERATED WEALTH ADVISORS LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2234 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 288522
Assets Under Management $198,158,840
No. Of Clients746
Clients Per Financial Advisor249
BONFIRE FINANCIAL, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 746 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 152977
Assets Under Management $156,308,072
No. Of Clients545
Clients Per Financial Advisor182
BAUER WEALTH MANAGEMENT INC. is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 545 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 157768
Assets Under Management $150,188,314
No. Of Clients671
Clients Per Financial Advisor336
RS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Colorado Springs, Colorado. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 671 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 services
- Portfolio management for individuals and/or small businesses
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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- Retirement Planners in Colorado Springs, Colorado
- Retirement Planners in Denver, Colorado
- Retirement Planners in Englewood, Colorado
- Retirement Planners in Fort Collins, Colorado
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- Retirement Planners in Littleton, Colorado
Looking for more choices? Use our free match service to compare retirement planners serving your area.