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 Colorado Springs is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Colorado Springs & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Colorado Springs, Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 24 non-vetted financial advisors in Colorado Springs, Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Colorado Springs, Colorado have an average of 25 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CORUNDUM GROUP, INC. 1 South Nevada, Suite 200 Colorado Springs, CO, 80903 | 106490 | $1,298,984,013 | 531 | A Percentage of AUM, Fixed Fees, Performance Based |
BRUNI J V & CO 1528 N Tejon Street, Colorado Springs, CO, 80907-7439 | 106644 | $748,294,401 | 652 | A Percentage of AUM, Hourly charges, Fixed Fees |
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC 5475 Mark Dabling Boulevard, Suite 108 Colorado Springs, CO, 80918 | 109036 | $695,180,179 | 2412 | A Percentage of AUM, Hourly charges, Fixed Fees |
RAMSAY STATTMAN VELA & PRICE INC 2 N. Cascade Ave., Ste 810, Colorado Springs, CO, 80903 | 105156 | $676,249,697 | 348 | A Percentage of AUM, Hourly charges |
SEAMOUNT FINANCIAL GROUP INC 90 So Cascade Avenue, Suite 1140 Colorado Springs, CO, 80903 | 107834 | $528,739,485 | 1512 | A Percentage of AUM, Hourly charges, Fixed Fees |
ALTUS WEALTH GROUP, LLC 423 South Cascade Avenue, Colorado Springs, CO, 80903 | 287848 | $386,172,967 | 2130 | A Percentage of AUM, Fixed Fees |
ENVOY ADVISORY INC. 5333 N Union Blvd, Suite 200 Colorado Springs, CO, 80918 | 306559 | $383,299,377 | 2036 | A Percentage of AUM, Hourly charges, Fixed Fees |
PETRA FINANCIAL ADVISORS INC 2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626 | 107196 | $305,765,819 | 1041 | A Percentage of AUM, Hourly charges, Fixed Fees |
ACCELERATED WEALTH ADVISORS LLC 13570 Meadowgrass Dr., Ste. 100 Colorado Springs, CO, 80921 | 170022 | $304,773,921 | 1953 | A Percentage of AUM, Hourly charges, Fixed Fees |
RAINSBERGER WEALTH ADVISORS 980 Pico Point, Colorado Springs, CO, 80905 | 108325 | $302,617,566 | 1004 | A Percentage of AUM, Fixed Fees |
INTERGY PRIVATE WEALTH, LLC 13 S. Tejon St., Suite 400 Colorado Springs, CO, 80903 | 315698 | $286,422,625 | 1950 | A Percentage of AUM, Hourly charges, Fixed Fees |
CASCADE INVESTMENT GROUP, INC. 444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903 | 35844 | $268,527,113 | 913 | A Percentage of AUM, Hourly charges |
SEASON INVESTMENTS, LLC 620 N Tejon Street, Suite 202 Colorado Springs, CO, 80903 | 158070 | $158,520,517 | 289 | A Percentage of AUM, Fixed Fees, Performance Based |
CREDENTIALED WEALTH ADVISORS, LLC 5550 Tech Center Drive, Suite 308b Colorado Springs, CO, 80919 | 312517 | $149,140,857 | 1204 | A Percentage of AUM, Hourly charges |
BONFIRE FINANCIAL, LLC 2 North Nevada, Suite 1170 Colorado Springs, CO, 80903 | 288522 | $142,133,301 | 630 | A Percentage of AUM, Hourly charges, Fixed Fees |
Your Information is Safe and Secure