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Find Retirement Advisors for Retirement Planning in Lone Tree, 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 Lone Tree, Colorado

Last Updated - May 2, 2025

Lone Tree has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Lone Tree, Colorado have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Lone Tree, Colorado

VERIFIED

Jeffrey Wren
CSA^®
LPL Financial Corporation

Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 66

Minimum Assets Required
$500,000

Address

2759 W Riverwalk Cir Unit A,
Unit A,
Littleton, CO 80123 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

William (Bill) Reynolds
MSFS, CLU^®, CFS, ChFC^®
Reynolds Financial Solutions

Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63

Minimum Assets Required
$50,000

Address

558 Castle Pines Parkway, B4-144,
Castle Pines, CO 80108 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Darren Meyer
AWMA^®, AAMS^®, CPFA
Everest Wealth Advisors

Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

8400 E. Prentice Ave,
Suite 1010,
Greenwood Village, CO 80111 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Empower

Qualifications
Firm CRD# 112058

Minimum Assets Required
$100,000

Address

8515 E. Orchard Road,
Greenwood Village, CO 80111 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based

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VERIFIED

X Advisors, LLC

Qualifications
Firm CRD# 315838
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

600 S Cherry Street, Suite 226,
Denver, CO 80246 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Mark Starosciak
CFP^®, CRPC^®
Infinium Investment Advisors, LLC

Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66

Minimum Assets Required
$500,000

Address

50 South Steele Street,
#830,
Denver, CO 80209 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

Adam J. Strickman
CFP^®, CRPC^®, APMA^®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

Address

9351 Grant St.,
Suite 300,
Thornton, CO 80229 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1120 W. 122nd Avenue,
Suite 300,
Westminster, CO 80234 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Peak Financial Management
CFP^®

Qualifications
CRD# 7347673
Firm CRD# 281223

Minimum Assets Required
Not Specified

Address

10901 W 120th Ave,
#135,
Broomfield, CO 80021 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Matthew Kelley
CFP^®, AAMS^®, AIF^®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

Address

4551 13th Street,
Boulder, CO 80304 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee

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VERIFIED

Asbury Wealth Partners

Qualifications
CRD# 2754305
Firm CRD# 6413

Minimum Assets Required
Not Specified

Address

6385 Corporate Drive,
Suite 205,
Colorado Springs, CO 80919 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

Top 4 Retirement Planning firms in Lone Tree, Colorado (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	9605 Kingston Court, Suite 190 Lone Tree, CO, 80112	$463,877,312	2261	9	A percentage of AUM, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
2	10465 Park Meadows Dr, #107 Lone Tree, CO, 80124	$463,132,952	1279	15	A percentage of AUM, Fixed fees, Performance Based
3	9380 Station Street, Suite 535, Lone Tree, CO, 80124	$92,574,206	353	4	A percentage of AUM, Hourly charges
4	10465 Park Meadows Dr, #107 Lone Tree, CO, 80124	$0	0	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Lone Tree, Colorado

A & I WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 148357

Assets Under Management $463,877,312

No. Of Clients2261

Clients Per Financial Advisor251

A & I WEALTH MANAGEMENT is a financial advisory firm situated in Lone Tree, Colorado. With a nearly $464M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2261 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (SOLICITOR/REFERRAL 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

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GALLACHER CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 113189

Assets Under Management $463,132,952

No. Of Clients1279

Clients Per Financial Advisor85

GALLACHER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lone Tree, Colorado. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1279 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

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TIER ONE WEALTH MANAGEMENT

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QualificationsFirm CRD# 322893

Assets Under Management $92,574,206

No. Of Clients353

Clients Per Financial Advisor88

TIER ONE WEALTH MANAGEMENT is a financial advisory firm situated in Lone Tree, Colorado. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 353 clients. The team consists of 4 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

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GBG WEALTH MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 333368

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

GBG WEALTH MANAGEMENT LLC is a financial advisory firm situated in Lone Tree, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 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
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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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