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Find Retirement Advisors for Retirement Planning in Colorado, Durango

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1099 Main Ave, Suite 206 Durango, CO, 81301	$2,105,953,989	2483	18	A percentage of AUM
2	1099 Main Ave., Suite 206 Durango, CO, 81301	$1,385,289,297	20	8	A percentage of AUM
3	270 East College Drive, Suite 100 Durango, CO, 81301	$351,463,760	21	1	A percentage of AUM
4	555 Rivergate Lane - Suite B1-107, Durango, CO, 81301	$196,910,579	760	3	A percentage of AUM, Hourly charges, Fixed fees
5	166 Turner Dr, Durango, CO, 81303	$91,932,201	450	6	A percentage of AUM
6	1099 Main Ave., Suite 206 Durango, CO, 81301	$85,728,719	37	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Durango, Colorado

SWAN GLOBAL INVESTMENTS, LLC

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QualificationsFirm CRD# 114669

Assets Under Management $2,105,953,989

No. Of Clients2483

Clients Per Financial Advisor138

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 2483 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

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SWAN CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 164280

Assets Under Management $1,385,289,297

No. Of Clients20

Clients Per Financial Advisor3

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 20 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

Financial Planning Services

Portfolio management for investment companies

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FAMILY FINANCIAL SOLUTIONS GROUP, LLC

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QualificationsFirm CRD# 172725

Assets Under Management $351,463,760

No. Of Clients21

Clients Per Financial Advisor21

FAMILY FINANCIAL SOLUTIONS GROUP, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 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 and/or small businesses

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RED MOUNTAIN FINANCIAL PARTNERS

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QualificationsFirm CRD# 174672

Assets Under Management $196,910,579

No. Of Clients760

Clients Per Financial Advisor253

RED MOUNTAIN FINANCIAL PARTNERS is a financial advisory firm situated in Durango, Colorado. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 760 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

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MCALVANY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 146021

Assets Under Management $91,932,201

No. Of Clients450

Clients Per Financial Advisor75

MCALVANY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 450 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 and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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SWAN WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 292755

Assets Under Management $85,728,719

No. Of Clients37

Clients Per Financial Advisor12

SWAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 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

Other (FAMILY OFFICE ADVISORY)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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