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Find Retirement Advisors for Retirement Planning in Englewood, 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 Englewood, Colorado
Last Updated - April 19, 2024Englewood has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These retirement advisors in Englewood, Colorado have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Englewood, Colorado
VERIFIEDMark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
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, Investment Advice & Management.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDQuotient Wealth Partners
CPA, CFP®, CFA®
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
VERIFIEDDarren Meyer
AWMA®, AAMS®
Everest Wealth Advisors
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDMichelle Francis
Life Story Financial
Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDAdam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Minimum Assets Required
$250,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDMatthew 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Englewood, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111 | $116,213,253,377 | 236022 | 874 | A Percentage of AUM, Fixed Fees |
| 2 | CETERA ADVISORS LLC 5299 Dtc Blvd, Suite 800 Greenwood Village, CO, 80111 | $21,227,977,082 | 90646 | 1047 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 3 | COOK STREET CONSULTING, INC. 5299 Dtc Blvd, Suite 1000 Greenwood Village, CO, 80111 | $5,350,000,000 | 59 | 31 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | GRIFFIS RESIDENTIAL INVESTMENT ADVISOR 6400 S. Fiddler'S Green Circle, Suite 1200 Greenwood Village, CO, 80111 | $2,439,824,201 | 20 | 28 | A Percentage of AUM, Other (INCENTIVE ALLOCATION/CARRIED INTEREST) |
| 5 | TRANSFORM WEALTH, LLC 6400 S. Fiddlers Green Circle, Suite 1600 Greenwood Village, CO, 80111 | $2,201,893,915 | 1565 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.) |
| 6 | NILSINE PARTNERS, LLC 5675 Dtc Boulevard, Suite 175 Greenwood Village, CO, 80111 | $1,049,117,400 | 1740 | 12 | A Percentage of AUM, Fixed Fees |
| 7 | FI401K ADVISORS 6041 South Syracuse Way, Ste 200 Greenwood Village, CO, 80111 | $803,098,032 | 525 | 2 | A Percentage of AUM, Fixed Fees |
| 8 | WYNKOOP LLC 5460 S Quebec St, Suite 110 Greenwood Village, CO, 80111 | $684,057,040 | 4 | 8 | A Percentage of AUM, Performance Based |
| 9 | ICON ADVISERS, INC. 8480 E Orchard Road, Suite 1200 Greenwood Village, CO, 80111 | $653,142,762 | 606 | 13 | A Percentage of AUM, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 10 | STORDAHL CAPITAL MANAGEMENT, INC. 8400 East Crescent Parkway, Suite 420 Greenwood Village, CO, 80111 | $437,425,676 | 815 | 7 | A Percentage of AUM, Hourly charges |
| 11 | DODDS WEALTH, LLC 5251 Dtc Parkway Ste 720, Greenwood Village, CO, 80111 | $429,579,097 | 330 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | INVESTMENT MANAGEMENT ASSOCIATES 5690 Dtc Boulevard, Suite 140w Greenwood Village, CO, 80111-3232 | $417,612,028 | 522 | 6 | A Percentage of AUM |
| 13 | HEIRLOOM WEALTH MANAGEMENT LLC 8400 E Prentice Avenue, Suite 1115 Greenwood Village, CO, 80111 | $352,775,548 | 1175 | 11 | A Percentage of AUM, Fixed Fees |
| 14 | CREO CAPITAL PARTNERS MANAGEMENT LLC 6455 S. Yosemite Street, Suite 140 Greenwood Village, CO, 80111 | $327,969,415 | 2 | 6 | Fixed Fees, Performance Based |
| 15 | ALPHA CAPITAL MANAGEMENT GROUP LLC 7400 E Orchard Road, Suite 4055n Greenwood Village, CO, 80111 | $314,809,836 | 572 | 4 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Englewood, Colorado
QualificationsFirm CRD# 112058
Assets Under Management $116,213,253,377
No. Of Clients236022
Clients Per Financial Advisor270
EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $116B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236022 clients. The team consists of 874 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 10299
Assets Under Management $21,227,977,082
No. Of Clients90646
Clients Per Financial Advisor87
CETERA ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 90646 clients. The team consists of 1047 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 112829
Assets Under Management $5,350,000,000
No. Of Clients59
Clients Per Financial Advisor2
COOK STREET CONSULTING, INC. is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 clients. The team consists of 31 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 166201
Assets Under Management $2,439,824,201
No. Of Clients20
Clients Per Financial Advisor1
GRIFFIS RESIDENTIAL INVESTMENT ADVISOR is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (INCENTIVE ALLOCATION/CARRIED INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 283403
Assets Under Management $2,201,893,915
No. Of Clients1565
Clients Per Financial Advisor60
TRANSFORM WEALTH, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1565 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 315694
Assets Under Management $1,049,117,400
No. Of Clients1740
Clients Per Financial Advisor145
NILSINE PARTNERS, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1740 clients. The team consists of 12 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168408
Assets Under Management $803,098,032
No. Of Clients525
Clients Per Financial Advisor263
FI401K ADVISORS is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $803M assets under management, the firm specializes in crafting personalized retirement planning solutions for 525 clients. The team consists of 2 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
- Pension Consulting Services
QualificationsFirm CRD# 150018
Assets Under Management $684,057,040
No. Of Clients4
Clients Per Financial Advisor1
WYNKOOP LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $684M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108268
Assets Under Management $653,142,762
No. Of Clients606
Clients Per Financial Advisor47
ICON ADVISERS, INC. is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $653M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 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
- Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 287916
Assets Under Management $437,425,676
No. Of Clients815
Clients Per Financial Advisor116
STORDAHL CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $437M assets under management, the firm specializes in crafting personalized retirement planning solutions for 815 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 323632
Assets Under Management $429,579,097
No. Of Clients330
Clients Per Financial Advisor30
DODDS WEALTH, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $430M assets under management, the firm specializes in crafting personalized retirement planning solutions for 330 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 110900
Assets Under Management $417,612,028
No. Of Clients522
Clients Per Financial Advisor87
INVESTMENT MANAGEMENT ASSOCIATES is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $418M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 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
- Portfolio Management for Business
QualificationsFirm CRD# 292277
Assets Under Management $352,775,548
No. Of Clients1175
Clients Per Financial Advisor107
HEIRLOOM WEALTH MANAGEMENT LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1175 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 296861
Assets Under Management $327,969,415
No. Of Clients2
Clients Per Financial Advisor0
CREO CAPITAL PARTNERS MANAGEMENT LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $328M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 283624
Assets Under Management $314,809,836
No. Of Clients572
Clients Per Financial Advisor143
ALPHA CAPITAL MANAGEMENT GROUP LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 572 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
- Portfolio Management for Individuals
- Pension Consulting Services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Arvada, Colorado
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