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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 - February 26, 2024

Littleton 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Littleton, Colorado

advisor-photo
vector.svg VERIFIED

Darren Meyer
AWMA®, AAMS®
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

advisor-photo
vector.svg VERIFIED

Reuben J. Brauer
CFP®
Callahan Financial Planning Company

Qualifications
CRD# 5887664
Firm CRD# 314571
Series 65, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, 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
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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
vector.svg VERIFIED

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, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

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

advisor-photo
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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
vector.svg VERIFIED

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

Qualifications
CRD# 2754305
Firm CRD# 6413

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Top 8 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TLG ADVISORS, INC.
26 West Dry Creek Circle, Suite 800
Littleton, CO, 80120
$1,620,548,8907160264
A Percentage of AUM, Hourly charges, Fixed Fees
2
SPRINKLE FINANCIAL CONSULTANTS LLC
1520 West Canal Court, Suite 220,
Littleton, CO, 80120
$713,396,365109010
A Percentage of AUM, Hourly charges, Fixed Fees
3
CEDRUS LLC
8241 South Continental Divide Road,
Littleton, CO, 80127
$476,341,031155316
A Percentage of AUM, Fixed Fees
4
WAMBOLT & ASSOCIATES, LLC
13976 W. Bowles Avenue, Ste. 200
Littleton, CO, 80127
$419,345,461156413
A Percentage of AUM, Hourly charges, Fixed Fees
5
TUCKER ASSET MANAGEMENT LLC
1520 West Canal Court, Suite 100
Littleton, CO, 80120
$369,449,353367975
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
$208,119,3133276
A Percentage of AUM, Hourly charges, Fixed Fees
7
MARSHALL INVESTMENT MANAGEMENT, LLC
10822 W. Toller Drive, Suite 195
Littleton, CO, 80127
$203,718,2495476
A Percentage of AUM, Hourly charges, Fixed Fees
8
BRANZAN INVESTMENT ADVISORS, INC.
10288 W Chatfield Ave, Ste 300,
Littleton, CO, 80127
$100,137,05256
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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