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Find Retirement Advisors for Retirement Planning in Wheat Ridge, 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 Wheat Ridge, Colorado

Last Updated - April 16, 2024

Wheat Ridge has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Wheat Ridge, Colorado have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Wheat Ridge, Colorado

VERIFIED

Michelle Francis
Life Story Financial

Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66

Minimum Assets Required
$100,000

Address

15857 W 95th Ave,
Arvada, CO 80007 See Details

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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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

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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:

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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VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

8055 East Tufts Avenue Suite 1310,
Denver, CO 80237 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

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VERIFIED

Darren Meyer
AWMA^®, AAMS^®
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

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VERIFIED

Quotient Wealth Partners
CPA, CFP^®, CFA^®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

1805 Shea Center Dr.,
Suite 100,
Highlands Ranch, CO 80129 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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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

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

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

Minimum Assets Required
$25,000

Address

3500 John F. Kennedy Pkwy.,
Suite 300,
Fort Collins, CO 80525 See Details

Advisory Services:

Compensation/Fee

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

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Top 1 Retirement Planning firms in Wheat Ridge, Colorado (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SATURN FIVE ADVISORS LLC 6300 W 49th Drive, Wheat Ridge, CO, 80033	$170,200,000	6	8	A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF COMMITTED CAPITAL)

Information on Top Retirement Planning firms in Wheat Ridge, Colorado

SATURN FIVE ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 322348

Assets Under Management $170,200,000

No. Of Clients6

Clients Per Financial Advisor1

SATURN FIVE ADVISORS LLC is a financial advisory firm situated in Wheat Ridge, Colorado. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Other (PERCENTAGE OF COMMITTED CAPITAL)

Financial Planning Services

Portfolio Management for pooled Investment

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Retirement Planners Near You

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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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