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Find Retirement Advisors for Retirement Planning in Littleton, 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 Littleton, Colorado

Last Updated - May 2, 2025

Littleton has 13 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 29 years of experience.

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List of Qualified Retirement Planning Advisors in Littleton, Colorado

VERIFIED

Jeffrey Wren
CSA^®
LPL Financial Corporation

Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 66

Minimum Assets Required
$500,000

Address

2759 W Riverwalk Cir Unit A,
Unit A,
Littleton, CO 80123 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, Commissions, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Darren Meyer
AWMA^®, AAMS^®, CPFA
Everest Wealth Advisors

Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

8400 E. Prentice Ave,
Suite 1010,
Greenwood Village, CO 80111 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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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

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VERIFIED

William (Bill) Reynolds
MSFS, CLU^®, CFS, ChFC^®
Reynolds Financial Solutions

Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63

Minimum Assets Required
$50,000

Address

558 Castle Pines Parkway, B4-144,
Castle Pines, CO 80108 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

X Advisors, LLC

Qualifications
Firm CRD# 315838
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

600 S Cherry Street, Suite 226,
Denver, CO 80246 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Mark Starosciak
CFP^®, CRPC^®
Infinium Investment Advisors, LLC

Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66

Minimum Assets Required
$500,000

Address

50 South Steele Street,
#830,
Denver, CO 80209 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

Adam J. Strickman
CFP^®, CRPC^®, APMA^®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

Address

9351 Grant St.,
Suite 300,
Thornton, CO 80229 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Peak Financial Management
CFP^®

Qualifications
CRD# 7347673
Firm CRD# 281223

Minimum Assets Required
Not Specified

Address

10901 W 120th Ave,
#135,
Broomfield, CO 80021 See Details

Advisory Services:

Compensation/Fee

Not Specified

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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

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

Asbury Wealth Partners

Qualifications
CRD# 2754305
Firm CRD# 6413

Minimum Assets Required
Not Specified

Address

6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An 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	1805 Shea Center Drive, Suite 280 Highlands Ranch, CO, 80129	$706,484,491	2230	10	A percentage of AUM, Fixed fees
2	200 Plaza Drive Ste 240, Highlands Ranch, CO, 80129	$597,216,382	440	7	A percentage of AUM, Performance Based
3	1805 Shea Center Dr, Suite 420 Highlands Ranch, CO, 80129	$409,864,243	868	5	A percentage of AUM, Hourly charges, Fixed fees
4	8744 Kendrick Castillo Way ;, Suite 100 Highlands Ranch, CO, 80129	$95,520,684	823	17	A percentage of AUM

Information on Top Retirement Planning firms in Littleton, Colorado

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 298353

Assets Under Management $706,484,491

No. Of Clients2230

Clients Per Financial Advisor223

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $706M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2230 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 services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

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QualificationsFirm CRD# 108153

Assets Under Management $597,216,382

No. Of Clients440

Clients Per Financial Advisor63

SEMPER AUGUSTUS INVESTMENTS GROUP LLC is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $597M assets under management, the firm specializes in crafting personalized retirement planning solutions for 440 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 and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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MORGANROSEL WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 291065

Assets Under Management $409,864,243

No. Of Clients868

Clients Per Financial Advisor174

MORGANROSEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 868 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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LORD AND RICHARDS

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QualificationsFirm CRD# 328907

Assets Under Management $95,520,684

No. Of Clients823

Clients Per Financial Advisor48

LORD AND RICHARDS is a financial advisory firm situated in Highlands Ranch, Colorado. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 823 clients. The team consists of 17 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

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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