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Find Retirement Advisors for Retirement Planning in Fort Collins, 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 Fort Collins, Colorado

Last Updated - February 1, 2025

Fort Collins has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Fort Collins, Colorado have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Fort Collins, Colorado

advisor
vector.svg VERIFIED

Adam Brunin
NSSA®, AIF®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$50,000

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
Not Specified

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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

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-Only, Flat Fee

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Empower

Qualifications
Firm CRD# 112058

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

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

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Top 8 Retirement Planning firms in Fort Collins, Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
2133 S Timberline Road, Suite 120
Fort Collins, CO, 80525
$1,468,654,612258613
A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS)
2
215 West Oak Street, 9th Floor, Ste 901
Fort Collins, CO, 80524
$285,089,30311425
A Percentage of AUM, Hourly charges
3
204 Maple Street, Suite 104
Fort Collins, CO, 80521
$244,112,01610356
A Percentage of AUM, Hourly charges, Fixed Fees
4
2020 Caribou Drive, Suite 102
Fort Collins, CO, 80525
$213,586,9163317
A Percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING SUBSCRIPTION FEES)
5
2580 Harmony Road, Suite 201,
Fort Collins, CO, 80528
$177,140,3724823
A Percentage of AUM
6
1136 East Stuart Street, Ste 4204
Fort Collins, CO, 80525
$146,063,8053591
A Percentage of AUM, Hourly charges, Fixed Fees
7
2038 Caribou Drive, Suite 100
Fort Collins, CO, 80525
$124,068,31912898
A Percentage of AUM, Hourly charges, Fixed Fees
8
506 East Mulberry St,
Fort Collins, CO, 80524
$105,709,4494516
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Fort Collins, Colorado

QualificationsFirm CRD# 175084

Assets Under Management $1,468,654,612

No. Of Clients2586

Clients Per Financial Advisor199

IFAM CAPITAL is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2586 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
  • Fixed Fees
  • Other (REVENUE SHARING WITH OUR AFFILIATES
  • FRS AND FTCS)

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# 325809

Assets Under Management $285,089,303

No. Of Clients1142

Clients Per Financial Advisor228

ACORN CREEK CAPITAL LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1142 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 147942

Assets Under Management $244,112,016

No. Of Clients1035

Clients Per Financial Advisor173

COSNER FINANCIAL GROUP, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1035 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
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 284741

Assets Under Management $213,586,916

No. Of Clients331

Clients Per Financial Advisor47

TRAIL RIDGE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 331 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
  • Other (FINANCIAL PLANNING SUBSCRIPTION FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 304084

Assets Under Management $177,140,372

No. Of Clients482

Clients Per Financial Advisor161

THEORY FINANCIAL is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 482 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 277100

Assets Under Management $146,063,805

No. Of Clients359

Clients Per Financial Advisor359

RED MOUNTAIN FINANCIAL, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 282640

Assets Under Management $124,068,319

No. Of Clients1289

Clients Per Financial Advisor161

NAVIGATION WEALTH MANAGEMENT is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1289 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 169889

Assets Under Management $105,709,449

No. Of Clients451

Clients Per Financial Advisor75

JIM SAULNIER & ASSOCIATES, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 451 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
  • Fixed Fees

Financial Planning Services

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

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