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Find Retirement Advisors for Retirement Planning in Fort Collins, Colorado

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.

Finding the Best Retirement Planners in Fort Collins, Colorado

Last Updated - April 25, 2025

Fort Collins has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 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

VERIFIED

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

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

Minimum Assets Required
$50,000

Address

2038 Caribou Dr.,
Unit 100,
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

Layman Lewis Financial Group

Qualifications
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
Not Specified

Address

5401 Stone Creek Circle,
Suite 201,
Loveland, CO 80623 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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, 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

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1120 W. 122nd Avenue,
Suite 300,
Westminster, CO 80234 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Empower

Qualifications
Firm CRD# 112058

Minimum Assets Required
$100,000

Address

8515 E. Orchard Road,
Greenwood Village, CO 80111 See Details

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

9635 Maroon Circle,
Suite 405,
Englewood, CO 80112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 10 Retirement Planning firms in Fort Collins, Colorado (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	215 West Oak Street, 10th Floor, Ste 1000 Fort Collins, CO, 80521	$426,440,141	1845	6	A percentage of AUM, Hourly charges, Fixed fees
2	2580 Harmony Road, Suite 201, Fort Collins, CO, 80528	$282,840,843	625	3	A percentage of AUM
3	2020 Caribou Drive, Suite 102 Fort Collins, CO, 80525	$249,927,549	369	7	A percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING SUBSCRIPTION FEES)
4	3711 John F Kennedy Pkwy., Suite 420 Fort Collins, CO, 80525	$169,607,569	669	8	A percentage of AUM, Hourly charges
5	1136 East Stuart Street, Ste 4204 Fort Collins, CO, 80525	$162,133,709	359	1	A percentage of AUM, Hourly charges, Fixed fees
6	2038 Caribou Drive, Suite 100 Fort Collins, CO, 80525	$127,745,098	1470	11	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
7	506 East Mulberry St, Fort Collins, CO, 80524	$116,438,984	443	5	A percentage of AUM, Hourly charges, Fixed fees
8	375 E. Horsetooth Rd., Bldg. 3, Ste. 203 Fort Collins, CO, 80525-3197	$109,992,216	436	4	A percentage of AUM, Fixed fees
9	736 Whalers Way, Suite G100 Fort Collins, CO, 80525	$106,037,025	702	4	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES)
10	215 W Oak Street, Suite 1100 Fort Collins, CO, 80521	$0	0	4	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Fort Collins, Colorado

ACORN CREEK CAPITAL LLC

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QualificationsFirm CRD# 325809

Assets Under Management $426,440,141

No. Of Clients1845

Clients Per Financial Advisor308

ACORN CREEK CAPITAL LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $426M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1845 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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THEORY FINANCIAL

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QualificationsFirm CRD# 304084

Assets Under Management $282,840,843

No. Of Clients625

Clients Per Financial Advisor208

THEORY FINANCIAL is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 625 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 services
Portfolio management for individuals and/or small businesses

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TRAIL RIDGE INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 284741

Assets Under Management $249,927,549

No. Of Clients369

Clients Per Financial Advisor53

TRAIL RIDGE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 369 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

THE WILLIAM ALLAN CORPORATION

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QualificationsFirm CRD# 133147

Assets Under Management $169,607,569

No. Of Clients669

Clients Per Financial Advisor84

THE WILLIAM ALLAN CORPORATION is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 669 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES)

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RED MOUNTAIN FINANCIAL, LLC

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QualificationsFirm CRD# 277100

Assets Under Management $162,133,709

No. Of Clients359

Clients Per Financial Advisor359

RED MOUNTAIN FINANCIAL, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $162M 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

NAVIGATION WEALTH MANAGEMENT

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QualificationsFirm CRD# 282640

Assets Under Management $127,745,098

No. Of Clients1470

Clients Per Financial Advisor134

NAVIGATION WEALTH MANAGEMENT is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1470 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
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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JIM SAULNIER & ASSOCIATES, LLC

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QualificationsFirm CRD# 169889

Assets Under Management $116,438,984

No. Of Clients443

Clients Per Financial Advisor89

JIM SAULNIER & ASSOCIATES, LLC is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 443 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

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

FPFOCO

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QualificationsFirm CRD# 283890

Assets Under Management $109,992,216

No. Of Clients436

Clients Per Financial Advisor109

FPFOCO is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

GROWSTRONG WEALTH STRATEGIES

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QualificationsFirm CRD# 308299

Assets Under Management $106,037,025

No. Of Clients702

Clients Per Financial Advisor176

GROWSTRONG WEALTH STRATEGIES 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 702 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
Other (SOLICITOR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

View Full Profile

SYNERGY CAPITAL

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QualificationsFirm CRD# 334117

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

SYNERGY CAPITAL is a financial advisory firm situated in Fort Collins, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for 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?

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