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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 - July 10, 2024

Littleton has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Littleton, Colorado have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Littleton, Colorado

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Mark 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo

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

advisor-photo
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Darren 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

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Michelle 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, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

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

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Adam 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

advisor-photo
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Matthew 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

advisor-photo
vector.svg VERIFIED

Adam Brunin
NSSA®, AIF®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$25,000

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, Hourly, Commissions, Flat Fee, Based on Assets

Top 5 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC
355 South Teller Street, Suite 200
Lakewood, CO, 80226
$1,233,403,98843
Performance Based, Other (PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS)
2
MATTERN CAPITAL MANAGEMENT, LLC
165 S. Union Blvd, Suite 780
Lakewood, CO, 80228
$722,449,19610876
A Percentage of AUM, Hourly charges, Fixed Fees
3
BASON ASSET MANAGEMENT
355 S. Teller St., Suite 200
Lakewood, CO, 80226
$573,935,0007842
Fixed Fees
4
HINDS FINANCIAL GROUP INC
141 Union Blvd., Suite 350
Lakewood, CO, 80228
$421,374,7296257
A Percentage of AUM, Hourly charges, Fixed Fees
5
FINANCIAL SECURITY MANAGEMENT, INC
2535 S Lewis Way, Suite 201
Lakewood, CO, 80227-6551
$365,463,70923258
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Littleton, Colorado

QualificationsFirm CRD# 298843

Assets Under Management $1,233,403,988

No. Of Clients4

Clients Per Financial Advisor1

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 299342

Assets Under Management $722,449,196

No. Of Clients1087

Clients Per Financial Advisor181

MATTERN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $722M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1087 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 165450

Assets Under Management $573,935,000

No. Of Clients784

Clients Per Financial Advisor392

BASON ASSET MANAGEMENT is a financial advisory firm situated in Lakewood, Colorado. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 784 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 129971

Assets Under Management $421,374,729

No. Of Clients625

Clients Per Financial Advisor89

HINDS FINANCIAL GROUP INC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 625 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 116570

Assets Under Management $365,463,709

No. Of Clients2325

Clients Per Financial Advisor291

FINANCIAL SECURITY MANAGEMENT, INC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $365M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2325 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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