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

Last Updated - February 15, 2024

Louisville has 8 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Louisville, Colorado

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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

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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

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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

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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

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Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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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
vector.svg VERIFIED

Adam Brunin
NSSA®, AIF®
Navigation Wealth Management

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

Minimum Assets Required
$25,000

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, Hourly, Commissions, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PEAK ASSET MANAGEMENT, LLC
1371 E. Hecla Drive, Suite A
Louisville, CO, 80027
$702,641,19094815
A Percentage of AUM
2
PLATTE RIVER WEALTH ADVISORS, LLC
726 Front Street, Suite 230
Louisville, CO, 80027
$447,850,8382453
A Percentage of AUM, Hourly charges, Fixed Fees
3
GAINLINE FINANCIAL PARTNERS, LLC
917 Front Street, Suite 160
Louisville, CO, 80027
$207,185,9066236
A Percentage of AUM, Fixed Fees
4
VARRA WEALTH MANAGEMENT LLC
1849 Cherry St., Unit 16
Louisville, CO, 80027
$106,881,0224384
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Louisville, Colorado

QualificationsFirm CRD# 106944

Assets Under Management $702,641,190

No. Of Clients948

Clients Per Financial Advisor63

PEAK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $703M assets under management, the firm specializes in crafting personalized retirement planning solutions for 948 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 304224

Assets Under Management $447,850,838

No. Of Clients245

Clients Per Financial Advisor82

PLATTE RIVER WEALTH ADVISORS, LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $448M assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 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
  • 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# 326716

Assets Under Management $207,185,906

No. Of Clients623

Clients Per Financial Advisor104

GAINLINE FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 623 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 324044

Assets Under Management $106,881,022

No. Of Clients438

Clients Per Financial Advisor110

VARRA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Louisville, Colorado. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 438 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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