Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Adam Brunin
NSSA®, AIF®
Navigation Wealth Management
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Minimum Assets Required
$50,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 282580
Series 63, 65
Minimum Assets Required
Not Specified
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
Fee-Based, Based on Assets
Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Minimum Assets Required
$0
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
Fee-Only, Flat Fee
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 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 | 215 West Oak Street, 9th Floor, Ste 901 Fort Collins, CO, 80524 | $285,089,303 | 1142 | 5 | A Percentage of AUM, Hourly charges |
3 | 204 Maple Street, Suite 104 Fort Collins, CO, 80521 | $244,112,016 | 1035 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | 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 | 2580 Harmony Road, Suite 201, Fort Collins, CO, 80528 | $177,140,372 | 482 | 3 | A Percentage of AUM |
6 | 1136 East Stuart Street, Ste 4204 Fort Collins, CO, 80525 | $146,063,805 | 359 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | 2038 Caribou Drive, Suite 100 Fort Collins, CO, 80525 | $124,068,319 | 1289 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | 506 East Mulberry St, Fort Collins, CO, 80524 | $105,709,449 | 451 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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