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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 - September 6, 2024Littleton has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 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
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®, 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management.
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, 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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TLG ADVISORS, INC. 26 West Dry Creek Circle, Suite 800 Littleton, CO, 80120 | $1,620,548,890 | 7160 | 264 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | SPRINKLE FINANCIAL CONSULTANTS LLC 1520 West Canal Court, Suite 220, Littleton, CO, 80120 | $713,396,365 | 1090 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | CEDRUS LLC 8241 South Continental Divide Road, Littleton, CO, 80127 | $476,341,031 | 1553 | 16 | A Percentage of AUM, Fixed Fees |
| 4 | WAMBOLT & ASSOCIATES, LLC 13976 W. Bowles Avenue, Ste. 200 Littleton, CO, 80127 | $419,345,461 | 1564 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | TUCKER ASSET MANAGEMENT LLC 1520 West Canal Court, Suite 100 Littleton, CO, 80120 | $369,449,353 | 3679 | 75 | A Percentage of AUM, Hourly charges, Other (SHARES IN FEES PAID TO THIRD PARTY INVESTMENT ADVISERS) |
| 6 | WHIPPLEWOOD ADVISORS, LLC 11852 Shaffer Drive, Building B Littleton, CO, 80127 | $208,119,313 | 327 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | MARSHALL INVESTMENT MANAGEMENT, LLC 10822 W. Toller Drive, Suite 195 Littleton, CO, 80127 | $203,718,249 | 547 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | BRANZAN INVESTMENT ADVISORS, INC. 10288 W Chatfield Ave, Ste 300, Littleton, CO, 80127 | $100,137,052 | 5 | 6 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Littleton, Colorado
QualificationsFirm CRD# 111052
Assets Under Management $1,620,548,890
No. Of Clients7160
Clients Per Financial Advisor27
TLG ADVISORS, INC. is a financial advisory firm situated in Littleton, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7160 clients. The team consists of 264 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112227
Assets Under Management $713,396,365
No. Of Clients1090
Clients Per Financial Advisor109
SPRINKLE FINANCIAL CONSULTANTS LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $713M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1090 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 312878
Assets Under Management $476,341,031
No. Of Clients1553
Clients Per Financial Advisor97
CEDRUS LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1553 clients. The team consists of 16 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
QualificationsFirm CRD# 153454
Assets Under Management $419,345,461
No. Of Clients1564
Clients Per Financial Advisor120
WAMBOLT & ASSOCIATES, LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1564 clients. The team consists of 13 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# 174844
Assets Under Management $369,449,353
No. Of Clients3679
Clients Per Financial Advisor49
TUCKER ASSET MANAGEMENT LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3679 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Other (SHARES IN FEES PAID TO THIRD PARTY INVESTMENT ADVISERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 282860
Assets Under Management $208,119,313
No. Of Clients327
Clients Per Financial Advisor55
WHIPPLEWOOD ADVISORS, LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 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
- Selection of Other Advisors
QualificationsFirm CRD# 174817
Assets Under Management $203,718,249
No. Of Clients547
Clients Per Financial Advisor91
MARSHALL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 120783
Assets Under Management $100,137,052
No. Of Clients5
Clients Per Financial Advisor1
BRANZAN INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Littleton, Colorado. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.