Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Littleton, 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 Littleton, Colorado
Last Updated - April 18, 2024Littleton has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Littleton, Colorado have an average of 19 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Littleton, Colorado
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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
VERIFIED Qualifications
CRD# 2754305
Firm CRD# 6413
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC 200 Plaza Drive Ste 240, Highlands Ranch, CO, 80129 | $477,230,365 | 399 | 7 | A Percentage of AUM, Performance Based |
| 2 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. 1805 Shea Center Drive, Suite 280 Highlands Ranch, CO, 80129 | $457,469,494 | 1992 | 10 | A Percentage of AUM, Fixed Fees |
| 3 | MORGANROSEL WEALTH MANAGEMENT, LLC 1805 Shea Center Dr, Suite 420 Highlands Ranch, CO, 80129 | $316,216,180 | 791 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | JPL WEALTH MANAGEMENT, LLC 1745 Shea Center Drive, 4th Floor Highlands Ranch, CO, 80129 | $0 | 0 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Littleton, Colorado
QualificationsFirm CRD# 108153
Assets Under Management $477,230,365
No. Of Clients399
Clients Per Financial Advisor57
SEMPER AUGUSTUS INVESTMENTS GROUP LLC is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $477M assets under management, the firm specializes in crafting personalized retirement planning solutions for 399 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 298353
Assets Under Management $457,469,494
No. Of Clients1992
Clients Per Financial Advisor199
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $457M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1992 clients. The team consists of 10 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# 291065
Assets Under Management $316,216,180
No. Of Clients791
Clients Per Financial Advisor158
MORGANROSEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 791 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 328474
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
JPL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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
- Retirement Planners in Boulder, Colorado
- Retirement Planners in Colorado Springs, Colorado
- Retirement Planners in Denver, Colorado
- Retirement Planners in Englewood, Colorado
- Retirement Planners in Fort Collins, Colorado
Looking for more choices? Use our free match service to compare retirement planners serving your area.