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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 - June 5, 2026

Littleton has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Littleton, Colorado have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Littleton, Colorado

Top 7 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	355 South Teller Street, Suite 200 Lakewood, CO, 80226	$1,078,082,088	4	3	Performance Based, Other (PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS)
2	165 S. Union Blvd, Suite 780 Lakewood, CO, 80228	$917,992,626	1151	7	A percentage of AUM, Hourly charges, Fixed fees
3	355 S. Teller St., Suite 200 Lakewood, CO, 80226	$700,595,332	780	2	Fixed fees
4	141 Union Blvd., Suite 350 Lakewood, CO, 80228	$496,088,506	632	8	A percentage of AUM, Hourly charges, Fixed fees
5	2535 S Lewis Way, Suite 201 Lakewood, CO, 80227-6551	$439,444,621	2436	8	A percentage of AUM, Hourly charges
6	215 Union Blvd., Suite 215 Lakewood, CO, 80228	$0	0	10	A percentage of AUM, Fixed fees
7	2255 S Wadsworth Blvd., Suite 106 Lakewood, CO, 80227	$0	0	1	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Littleton, Colorado

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC

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QualificationsFirm CRD# 298843

Assets Under Management $1,078,082,088

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 vehicles

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MATTERN CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 299342

Assets Under Management $917,992,626

No. Of Clients1151

Clients Per Financial Advisor164

MATTERN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1151 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 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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BASON ASSET MANAGEMENT

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QualificationsFirm CRD# 165450

Assets Under Management $700,595,332

No. Of Clients780

Clients Per Financial Advisor390

BASON ASSET MANAGEMENT is a financial advisory firm situated in Lakewood, Colorado. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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HINDS FINANCIAL GROUP INC

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QualificationsFirm CRD# 129971

Assets Under Management $496,088,506

No. Of Clients632

Clients Per Financial Advisor79

HINDS FINANCIAL GROUP INC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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FINANCIAL SECURITY MANAGEMENT, INC

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QualificationsFirm CRD# 116570

Assets Under Management $439,444,621

No. Of Clients2436

Clients Per Financial Advisor305

FINANCIAL SECURITY MANAGEMENT, INC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2436 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 services
Portfolio management for individuals and/or small businesses

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LEGACY WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 333032

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

LEGACY WEALTH PARTNERS, LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PF ADVISORS LLC

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QualificationsFirm CRD# 329138

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PF ADVISORS LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 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 pooled investment vehicles

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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