Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Littleton has 13 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.
Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Minimum Assets Required
$500,000
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.
Fee-Only, Hourly, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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.
Fee-Based, Flat Fee, Based on Assets
Darren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management.
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Michelle Francis
Life Story Financial
Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66
Minimum Assets Required
$100,000
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Minimum Assets Required
$0
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.
Fee-Only, Flat Fee
Qualifications
Firm CRD# 282580
Series 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities.
Fee-Based, Based on Assets
Adam Brunin
NSSA®, AIF®
Navigation Wealth Management
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Minimum Assets Required
$25,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC 355 South Teller Street, Suite 200 Lakewood, CO, 80226 | $1,233,403,988 | 4 | 3 | Performance Based, Other (PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS) |
2 | MATTERN CAPITAL MANAGEMENT, LLC 165 S. Union Blvd, Suite 780 Lakewood, CO, 80228 | $722,449,196 | 1087 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | BASON ASSET MANAGEMENT 355 S. Teller St., Suite 200 Lakewood, CO, 80226 | $573,935,000 | 784 | 2 | Fixed Fees |
4 | HINDS FINANCIAL GROUP INC 141 Union Blvd., Suite 350 Lakewood, CO, 80228 | $421,374,729 | 625 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | FINANCIAL SECURITY MANAGEMENT, INC 2535 S Lewis Way, Suite 201 Lakewood, CO, 80227-6551 | $365,463,709 | 2325 | 8 | A Percentage of AUM, Hourly charges |
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.
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.
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.
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.
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.
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