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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 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 - April 25, 2025Littleton has 12 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 29 years of experience.
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List of Qualified Retirement Planning Advisors in Littleton, Colorado
VERIFIEDJeffrey Wren
CSA®
LPL Financial Corporation
Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, 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:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 315838
Series 7, 63, 65
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWilliam (Bill) Reynolds
MSFS, CLU®, CFS, ChFC®
Reynolds Financial Solutions
Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63
Minimum Assets Required
$50,000
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, Commissions, 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
VERIFIEDQualifications
CRD# 7347673
Firm CRD# 281223
Minimum Assets Required
Not Specified
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
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 7 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 26 West Dry Creek Circle, Suite 800 Littleton, CO, 80120 | $1,661,324,827 | 5935 | 264 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 1520 West Canal Court, Suite 220, Littleton, CO, 80120 | $797,823,550 | 1069 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 8241 South Continental Divide Road, Littleton, CO, 80127 | $651,135,672 | 2007 | 17 | A percentage of AUM, Fixed fees |
| 4 | 13976 W. Bowles Avenue, Ste. 200 Littleton, CO, 80127 | $564,700,957 | 1849 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1520 West Canal Court, Suite 100 Littleton, CO, 80120 | $476,481,402 | 6427 | 82 | A percentage of AUM, Hourly charges, Other (SHARES IN FEES PAID TO THIRD PARTY INVESTMENT ADVISERS) |
| 6 | 11852 Shaffer Drive, Building B Littleton, CO, 80127 | $267,381,182 | 349 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 10288 W Chatfield Ave, Ste 300 Littleton, CO, 80127 | $102,215,657 | 6 | 6 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Littleton, Colorado
QualificationsFirm CRD# 111052
Assets Under Management $1,661,324,827
No. Of Clients5935
Clients Per Financial Advisor22
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 5935 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (PLACEMENT OF INSTITUTIONAL FUNDS)
QualificationsFirm CRD# 112227
Assets Under Management $797,823,550
No. Of Clients1069
Clients Per Financial Advisor107
SPRINKLE FINANCIAL CONSULTANTS LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $798M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1069 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 and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 312878
Assets Under Management $651,135,672
No. Of Clients2007
Clients Per Financial Advisor118
CEDRUS is a financial advisory firm situated in Littleton, Colorado. With a nearly $651M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2007 clients. The team consists of 17 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
- Selection for other advisors
QualificationsFirm CRD# 153454
Assets Under Management $564,700,957
No. Of Clients1849
Clients Per Financial Advisor116
WAMBOLT & ASSOCIATES, LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $565M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1849 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
- 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
QualificationsFirm CRD# 174844
Assets Under Management $476,481,402
No. Of Clients6427
Clients Per Financial Advisor78
TUCKER ASSET MANAGEMENT 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 6427 clients. The team consists of 82 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 282860
Assets Under Management $267,381,182
No. Of Clients349
Clients Per Financial Advisor58
WHIPPLEWOOD ADVISORS, LLC is a financial advisory firm situated in Littleton, Colorado. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 120783
Assets Under Management $102,215,657
No. Of Clients6
Clients Per Financial Advisor1
BRANZAN INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Littleton, Colorado. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO MANAGEMENT FOR LIMITED LIABILITY LIMITED PARTNERSHIPS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.