Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Boulder, Colorado

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Boulder is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Boulder & pick the one as per your needs

How To Find The Best Financial Advisors in Boulder, Colorado
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Boulder, Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and 27 non-vetted financial advisors in Boulder, Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Boulder, Colorado have an average of 27 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Boulder, Colorado

Matthew Kelley

Gold Medal Waters

720-887-1299

Address

4551 13th Street,
Boulder, CO 80304 See Details

Peak Financial Management

303-255-2252

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Mark Starosciak

Infinium Investment Advisors, LLC

720-253-1818

Address

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

Layman Lewis Financial Group

970-669-1225

Address

5401 Stone Creek Circle,
Suite 201,
Loveland, CO 80623 See Details

X Advisors, LLC

303-322-9320

Address

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

Jeffrey Wren

LPL Financial Corporation

303-909-7883

Address

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

Adam Brunin

Navigation Wealth Management

970-672-1236

Address

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

Darren Meyer

Everest Wealth Advisors

720-826-1092

Address

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

Empower

855-855-8005

Address

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

Quotient Wealth Partners

720-383-6150

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

9635 Maroon Circle,
Suite 405,
Englewood, CO 80112 See Details

Top Financial Advisor Firms in Boulder, Colorado (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FOUNDRY GROUP, LLC 645 Walnut St, Boulder, CO, 80302	159541	$4,292,176,057	15	A Percentage of AUM, Performance Based
RUBICON TECHNOLOGY MANAGEMENT L.L.C. 1470 Walnut Street, Suite 400 Boulder, CO, 80302	169875	$3,804,093,548	9	A Percentage of AUM, Performance Based
CRESTONE ASSET MANAGEMENT LLC 1048 Pearl Street, Suite 450 Boulder, CO, 80302	108581	$3,646,520,228	735	A Percentage of AUM, Fixed Fees, Performance Based
VISION RIDGE PARTNERS, LLC 1011 Walnut Street, Suite 400 Boulder, CO, 80302	174836	$3,209,421,465	18	A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
COLORADO FINANCIAL MANAGEMENT LLC 4840 Pearl East Circle, Suite 300e Boulder, CO, 80301	113216	$1,951,918,249	2985	A Percentage of AUM, Hourly charges, Fixed Fees
WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP 1919 14th Street, Suite 900 Boulder, CO, 80302	143980	$1,911,147,000	13	A Percentage of AUM, Performance Based
BSW WEALTH PARTNERS 2300 Broadway Street, Boulder, CO, 80304	107485	$1,624,159,003	3556	A Percentage of AUM, Hourly charges, Fixed Fees, Other (TRAVEL REIMBURSEMENT)
SCHOOLCRAFT CAPITAL LLC 820 Pearl Street Suite F, Boulder, CO, 80302	174210	$1,051,900,716	173	A Percentage of AUM, Fixed Fees, Performance Based
THE MILLSTONE EVANS GROUP, LLC 4999 Pearl East Circle, Suite 200 Boulder, CO, 80301	311142	$623,148,401	2245	A Percentage of AUM, Fixed Fees
WEALTHGATE FAMILY OFFICE LLC 5025 Pearl Parkway, Boulder, CO, 80301	307858	$462,712,669	92	Fixed Fees
COLORADO CAPITAL MANAGEMENT 4430 Arapahoe Avenue, Suite 120, Boulder, CO, 80303-1100	114011	$439,959,198	859	A Percentage of AUM, Hourly charges
BLACK SWIFT GROUP, LLC 2700 Canyon Blvd, Suite 215 Boulder, CO, 80302	286084	$392,073,925	271	A Percentage of AUM, Fixed Fees, Performance Based
HARBOR FINANCIAL GROUP, INC. 1909 26th Street, Suite 1a, Boulder, CO, 80302	105032	$283,084,500	862	A Percentage of AUM, Hourly charges, Fixed Fees
KILTERHOWLING LLC 2101 Pearl Street, Boulder, CO, 80302	169684	$196,337,027	559	A Percentage of AUM, Other (POSSIBLE TRAVEL EXPENSES)
FINANCIAL STEWARD ASSOCIATES, LLC 2919 Valmont Road, Ste 109 Boulder, CO, 80301	110594	$196,113,261	586	A Percentage of AUM, Hourly charges, Fixed Fees

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Find The Best Financial Advisors in Boulder, Colorado

How To Find The Best Financial Advisors in Boulder, ColoradoLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Boulder, Colorado

Gold Medal Waters

Address

Address

Address

Infinium Investment Advisors, LLC

Address

Address

Address

LPL Financial Corporation

Address

Navigation Wealth Management

Address

Everest Wealth Advisors

Address

Address

Address

Address

Top Financial Advisor Firms in Boulder, Colorado (Ranked by AUM)

Select other cities around Boulder, Colorado to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Boulder, Colorado
Last Updated - 13-Jun-2023

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It's Fast, Free & Easy