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Find Retirement Advisors for Retirement Planning in Durango, 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.

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SWAN GLOBAL INVESTMENTS, LLC
1099 Main Ave, Suite 206
Durango, CO, 81301
$2,202,238,420314418
A Percentage of AUM
2
SWAN CAPITAL MANAGEMENT, LLC
1099 Main Ave., Suite 206
Durango, CO, 81301
$1,194,660,14367
A Percentage of AUM
3
FAMILY FINANCIAL SOLUTIONS GROUP, LLC
270 East College Drive, Suite 100
Durango, CO, 81301
$309,916,227271
A Percentage of AUM
4
RED MOUNTAIN FINANCIAL PARTNERS
555 Rivergate Lane - Suite B1-107,
Durango, CO, 81301
$121,089,0045123
A Percentage of AUM, Hourly charges, Fixed Fees
5
MCALVANY WEALTH MANAGEMENT, LLC
166 Turner Dr,
Durango, CO, 81303
$77,964,4023926
A Percentage of AUM
6
SWAN WEALTH ADVISORS, LLC
1099 Main Ave., Suite 206
Durango, CO, 81301
$69,508,177353
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Durango, Colorado

QualificationsFirm CRD# 114669

Assets Under Management $2,202,238,420

No. Of Clients3144

Clients Per Financial Advisor175

SWAN GLOBAL INVESTMENTS, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3144 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 164280

Assets Under Management $1,194,660,143

No. Of Clients6

Clients Per Financial Advisor1

SWAN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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 Investment
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QualificationsFirm CRD# 172725

Assets Under Management $309,916,227

No. Of Clients27

Clients Per Financial Advisor27

FAMILY FINANCIAL SOLUTIONS GROUP, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 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

  • Portfolio Management for Individuals
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QualificationsFirm CRD# 174672

Assets Under Management $121,089,004

No. Of Clients512

Clients Per Financial Advisor171

RED MOUNTAIN FINANCIAL PARTNERS is a financial advisory firm situated in Durango, Colorado. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 512 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
  • Portfolio Management for Individuals
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QualificationsFirm CRD# 146021

Assets Under Management $77,964,402

No. Of Clients392

Clients Per Financial Advisor65

MCALVANY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $78M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 292755

Assets Under Management $69,508,177

No. Of Clients35

Clients Per Financial Advisor12

SWAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $70M assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 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

    View Full Profile

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