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 Fort Collins is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Fort Collins & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Fort Collins, Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Fort Collins, Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fort Collins, Colorado have an average of 23 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.
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Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
IFAM CAPITAL 2133 S Timberline Road, Suite 120 Fort Collins, CO, 80525 | 175084 | $1,468,654,612 | 2586 | A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS) |
ACORN CREEK CAPITAL LLC 215 West Oak Street, 9th Floor, Ste 901 Fort Collins, CO, 80524 | 325809 | $285,089,303 | 1142 | A Percentage of AUM, Hourly charges |
COSNER FINANCIAL GROUP, LLC 204 Maple Street, Suite 104 Fort Collins, CO, 80521 | 147942 | $244,112,016 | 1035 | A Percentage of AUM, Hourly charges, Fixed Fees |
TRAIL RIDGE INVESTMENT ADVISORS, LLC 2020 Caribou Drive, Suite 102 Fort Collins, CO, 80525 | 284741 | $213,586,916 | 331 | A Percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING SUBSCRIPTION FEES) |
THEORY FINANCIAL 2580 Harmony Road, Suite 201, Fort Collins, CO, 80528 | 304084 | $177,140,372 | 482 | A Percentage of AUM |
RED MOUNTAIN FINANCIAL, LLC 1136 East Stuart Street, Ste 4204 Fort Collins, CO, 80525 | 277100 | $146,063,805 | 359 | A Percentage of AUM, Hourly charges, Fixed Fees |
NAVIGATION WEALTH MANAGEMENT 2038 Caribou Drive, Suite 100 Fort Collins, CO, 80525 | 282640 | $124,068,319 | 1289 | A Percentage of AUM, Hourly charges, Fixed Fees |
JIM SAULNIER & ASSOCIATES, LLC 506 East Mulberry St, Fort Collins, CO, 80524 | 169889 | $105,709,449 | 451 | A Percentage of AUM, Hourly charges, Fixed Fees |
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