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Find Retirement Advisors for Retirement Planning in Louisville, 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 Louisville, Colorado

Last Updated - April 25, 2025

Louisville has 12 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 Louisville, Colorado have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Louisville, Colorado

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:

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

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

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

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

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

Find An Advisor

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:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

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:

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

Find An Advisor

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

Find An Advisor

VERIFIED

Layman Lewis Financial Group

Qualifications
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
Not Specified

Address

5401 Stone Creek Circle,
Suite 201,
Loveland, CO 80623 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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, 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

Find An Advisor

VERIFIED

Adam Brunin
NSSA^®, AIF^®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$50,000

Address

2038 Caribou Dr.,
Unit 100,
Fort Collins, CO 80525 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1371 E. Hecla Drive, Suite A Louisville, CO, 80027	$825,132,300	1025	16	A percentage of AUM, Fixed fees
2	917 Front Street, Suite 160 Louisville, CO, 80027	$220,679,372	662	6	A percentage of AUM, Fixed fees
3	357 Mccaslin Blvd., Suite 200, Louisville, CO, 80027	$197,548,995	28	4	A percentage of AUM, Fixed fees
4	1849 Cherry St., Unit 16 Louisville, CO, 80027	$196,580,012	958	6	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Louisville, Colorado

PEAK ASSET MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 106944

Assets Under Management $825,132,300

No. Of Clients1025

Clients Per Financial Advisor64

PEAK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $825M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1025 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

GAINLINE FINANCIAL PARTNERS, LLC

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QualificationsFirm CRD# 326716

Assets Under Management $220,679,372

No. Of Clients662

Clients Per Financial Advisor110

GAINLINE FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 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
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

View Full Profile

TORO WEST CAPITAL ADVISORS

Find an Advisor

QualificationsFirm CRD# 331265

Assets Under Management $197,548,995

No. Of Clients28

Clients Per Financial Advisor7

TORO WEST CAPITAL ADVISORS is a financial advisory firm situated in Louisville, Colorado. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 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
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

View Full Profile

VARRA WEALTH MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 324044

Assets Under Management $196,580,012

No. Of Clients958

Clients Per Financial Advisor160

VARRA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 958 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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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