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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 - January 9, 2025Colorado Springs has 7 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Colorado Springs, Colorado
VERIFIED 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
VERIFIED Qualifications
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, 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
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
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 | CORUNDUM GROUP, INC. 1 South Nevada, Suite 200 Colorado Springs, CO, 80903 | $1,298,984,013 | 531 | 10 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | BRUNI J V & CO 1528 N Tejon Street, Colorado Springs, CO, 80907-7439 | $748,294,401 | 652 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC 5475 Mark Dabling Boulevard, Suite 108 Colorado Springs, CO, 80918 | $695,180,179 | 2412 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | RAMSAY STATTMAN VELA & PRICE INC 2 N. Cascade Ave., Ste 810, Colorado Springs, CO, 80903 | $676,249,697 | 348 | 5 | A Percentage of AUM, Hourly charges |
| 5 | SEAMOUNT FINANCIAL GROUP INC 90 So Cascade Avenue, Suite 1140 Colorado Springs, CO, 80903 | $528,739,485 | 1512 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ALTUS WEALTH GROUP, LLC 423 South Cascade Avenue, Colorado Springs, CO, 80903 | $386,172,967 | 2130 | 9 | A Percentage of AUM, Fixed Fees |
| 7 | ENVOY ADVISORY INC. 5333 N Union Blvd, Suite 200 Colorado Springs, CO, 80918 | $383,299,377 | 2036 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | PETRA FINANCIAL ADVISORS INC 2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626 | $305,765,819 | 1041 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | ACCELERATED WEALTH ADVISORS LLC 13570 Meadowgrass Dr., Ste. 100 Colorado Springs, CO, 80921 | $304,773,921 | 1953 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | RAINSBERGER WEALTH ADVISORS 980 Pico Point, Colorado Springs, CO, 80905 | $302,617,566 | 1004 | 8 | A Percentage of AUM, Fixed Fees |
| 11 | INTERGY PRIVATE WEALTH, LLC 13 S. Tejon St., Suite 400 Colorado Springs, CO, 80903 | $286,422,625 | 1950 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | CASCADE INVESTMENT GROUP, INC. 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903 | $268,527,113 | 913 | 7 | A Percentage of AUM, Hourly charges |
| 13 | SEASON INVESTMENTS, LLC 620 N Tejon Street, Suite 202 Colorado Springs, CO, 80903 | $158,520,517 | 289 | 5 | A Percentage of AUM, Fixed Fees, Performance Based |
| 14 | CREDENTIALED WEALTH ADVISORS, LLC 5550 Tech Center Drive, Suite 308b Colorado Springs, CO, 80919 | $149,140,857 | 1204 | 5 | A Percentage of AUM, Hourly charges |
| 15 | BONFIRE FINANCIAL, LLC 2 North Nevada, Suite 1170 Colorado Springs, CO, 80903 | $142,133,301 | 630 | 4 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.