Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > colorado > fort collins

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 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 Fort Collins, Colorado

Last Updated - April 12, 2024

Fort Collins has 4 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.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Fort Collins, Colorado

VERIFIED

Adam Brunin
NSSA^®, AIF^®
Navigation Wealth Management

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

Minimum Assets Required
$25,000

Address

3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525 See Details

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

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
$0

Address

4551 13th Street,
Boulder, CO 80304 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

8055 East Tufts Avenue Suite 1310,
Denver, CO 80237 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Quotient Wealth Partners
CPA, CFP^®, CFA^®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

1805 Shea Center Dr.,
Suite 100,
Highlands Ranch, CO 80129 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	IFAM CAPITAL 2133 S Timberline Road, Suite 120 Fort Collins, CO, 80525	$1,468,654,612	2586	13	A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS)
2	ACORN CREEK CAPITAL LLC 215 West Oak Street, 9th Floor, Ste 901 Fort Collins, CO, 80524	$285,089,303	1142	5	A Percentage of AUM, Hourly charges
3	COSNER FINANCIAL GROUP, LLC 204 Maple Street, Suite 104 Fort Collins, CO, 80521	$244,112,016	1035	6	A Percentage of AUM, Hourly charges, Fixed Fees
4	TRAIL RIDGE INVESTMENT ADVISORS, LLC 2020 Caribou Drive, Suite 102 Fort Collins, CO, 80525	$213,586,916	331	7	A Percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING SUBSCRIPTION FEES)
5	THEORY FINANCIAL 2580 Harmony Road, Suite 201, Fort Collins, CO, 80528	$177,140,372	482	3	A Percentage of AUM
6	RED MOUNTAIN FINANCIAL, LLC 1136 East Stuart Street, Ste 4204 Fort Collins, CO, 80525	$146,063,805	359	1	A Percentage of AUM, Hourly charges, Fixed Fees
7	NAVIGATION WEALTH MANAGEMENT 2038 Caribou Drive, Suite 100 Fort Collins, CO, 80525	$124,068,319	1289	8	A Percentage of AUM, Hourly charges, Fixed Fees
8	JIM SAULNIER & ASSOCIATES, LLC 506 East Mulberry St, Fort Collins, CO, 80524	$105,709,449	451	6	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Fort Collins, Colorado

IFAM CAPITAL

Find an Advisor

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

ACORN CREEK CAPITAL LLC

Find an Advisor

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

COSNER FINANCIAL GROUP, LLC

Find an Advisor

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

TRAIL RIDGE INVESTMENT ADVISORS, LLC

Find an Advisor

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

THEORY FINANCIAL

Find an Advisor

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

RED MOUNTAIN FINANCIAL, LLC

Find an Advisor

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

NAVIGATION WEALTH MANAGEMENT

Find an Advisor

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

JIM SAULNIER & ASSOCIATES, LLC

Find an Advisor

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

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.