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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 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 Englewood, Colorado
Last Updated - April 25, 2025Englewood has 12 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 29 years of experience.
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List of Qualified Retirement Planning Advisors in Englewood, Colorado
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJeffrey Wren
CSA®
LPL Financial Corporation
Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
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
VERIFIEDQualifications
Firm CRD# 315838
Series 7, 63, 65
Minimum Assets Required
$100,000
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, Based on Assets
VERIFIEDDarren Meyer
AWMA®, AAMS®, CPFA
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
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Based
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
VERIFIEDWilliam (Bill) Reynolds
MSFS, CLU®, CFS, ChFC®
Reynolds Financial Solutions
Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63
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, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
CRD# 7347673
Firm CRD# 281223
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 | 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111 | $134,279,160,181 | 188739 | 766 | A percentage of AUM, Fixed fees |
| 2 | 5299 Dtc Blvd., Suite 1000, Greenwood Village, CO, 80111 | $7,728,468,201 | 69 | 51 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 6400 S. Fiddlers Green Circle, Suite 1600 Greenwood Village, CO, 80111 | $2,514,306,619 | 1745 | 30 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.) |
| 4 | 6400 S. Fiddler'S Green Circle, Suite 1200 Greenwood Village, CO, 80111 | $2,185,965,666 | 20 | 29 | A percentage of AUM, Other (INCENTIVE ALLOCATION/CARRIED INTEREST) |
| 5 | 5675 Dtc Boulevard, Suite 175 Greenwood Village, CO, 80111 | $1,236,202,842 | 1382 | 14 | A percentage of AUM, Fixed fees |
| 6 | 6041 South Syracuse Way, Ste 200 Greenwood Village, CO, 80111 | $849,723,671 | 338 | 2 | A percentage of AUM, Fixed fees |
| 7 | 8480 E Orchard Road, Suite 1200 Greenwood Village, CO, 80111 | $719,415,539 | 421 | 14 | A percentage of AUM, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 8 | 5251 Dtc Parkway Ste 720, Greenwood Village, CO, 80111 | $637,995,577 | 1276 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 6400 S Fiddlers Green Circle, Suite 1970 Greenwood Village, CO, 80111 | $614,050,256 | 1800 | 11 | A percentage of AUM, Fixed fees |
| 10 | 8400 East Crescent Parkway, Suite 420 Greenwood Village, CO, 80111 | $530,433,055 | 915 | 7 | A percentage of AUM, Hourly charges |
| 11 | 8101 E Prentice Ave, Suite 1080 Greenwood Village, CO, 80111 | $527,993,936 | 1688 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 5690 Dtc Boulevard, Suite 140w Greenwood Village, CO, 80111-3232 | $515,382,593 | 547 | 6 | A percentage of AUM |
| 13 | 5460 S Quebec St, Suite 110 Greenwood Village, CO, 80111 | $493,207,019 | 5 | 8 | A percentage of AUM, Performance Based |
| 14 | 6400 S Fiddlers Green Circle, Suite 525 Greenwood Village, CO, 80111 | $338,692,100 | 644 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 5300 Dtc Pkwy, Suite 100 Greenwood Village, CO, 80111 | $299,977,224 | 878 | 3 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Englewood, Colorado
QualificationsFirm CRD# 112058
Assets Under Management $134,279,160,181
No. Of Clients188739
Clients Per Financial Advisor246
EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 188739 clients. The team consists of 766 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
- Education seminars/workshops
QualificationsFirm CRD# 149122
Assets Under Management $7,728,468,201
No. Of Clients69
Clients Per Financial Advisor1
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 51 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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (CSC - INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS)
QualificationsFirm CRD# 283403
Assets Under Management $2,514,306,619
No. Of Clients1745
Clients Per Financial Advisor58
TRANSFORM WEALTH, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1745 clients. The team consists of 30 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SUB-ADVISORY SERVICES, CREDIT AND CASH MANAGEMENT SOLUTIONS)
QualificationsFirm CRD# 166201
Assets Under Management $2,185,965,666
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 29 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 vehicles
QualificationsFirm CRD# 315694
Assets Under Management $1,236,202,842
No. Of Clients1382
Clients Per Financial Advisor99
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 1382 clients. The team consists of 14 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 168408
Assets Under Management $849,723,671
No. Of Clients338
Clients Per Financial Advisor169
FI401K ADVISORS is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 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
- Pesnsion consulting services
QualificationsFirm CRD# 108268
Assets Under Management $719,415,539
No. Of Clients421
Clients Per Financial Advisor30
ICON ADVISERS, INC. is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $719M assets under management, the firm specializes in crafting personalized retirement planning solutions for 421 clients. The team consists of 14 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (PROVIDE MODEL ALLOCATIONS THAT INCLUDE THE ICON FUNDS)
QualificationsFirm CRD# 323632
Assets Under Management $637,995,577
No. Of Clients1276
Clients Per Financial Advisor106
DODDS WEALTH, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $638M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1276 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 292277
Assets Under Management $614,050,256
No. Of Clients1800
Clients Per Financial Advisor164
HEIRLOOM WEALTH MANAGEMENT LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $614M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1800 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 287916
Assets Under Management $530,433,055
No. Of Clients915
Clients Per Financial Advisor131
STORDAHL CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $530M assets under management, the firm specializes in crafting personalized retirement planning solutions for 915 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 329616
Assets Under Management $527,993,936
No. Of Clients1688
Clients Per Financial Advisor281
IMPACT CAPITAL PARTNERS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1688 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
- Other (CONSULTING)
QualificationsFirm CRD# 110900
Assets Under Management $515,382,593
No. Of Clients547
Clients Per Financial Advisor91
INVESTMENT MANAGEMENT ASSOCIATES is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 150018
Assets Under Management $493,207,019
No. Of Clients5
Clients Per Financial Advisor1
WYNKOOP LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $493M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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 companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 322607
Assets Under Management $338,692,100
No. Of Clients644
Clients Per Financial Advisor129
NOBLE WEALTH MANAGEMENT P.B.C. is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 644 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
QualificationsFirm CRD# 328474
Assets Under Management $299,977,224
No. Of Clients878
Clients Per Financial Advisor293
JPL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 878 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.