National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Fort Collins, 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 Fort Collins is a tedious task to do. give you extensive options to compare best advisors in Fort Collins & pick the one as per your needs

How To Find The Best Financial Advisors in Fort Collins, Colorado

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Fort Collins, Colorado, is a useful resource. We've compiled a list of the 3 vetted financial advisors and 25 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 15 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 Fort Collins, Colorado


Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525



Personal Capital

Personal Capital

1099 18th Street
Suite 2400

Denver, CO 80222



Allworth Financial

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237


Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
2133 S Timberline Road, Suite 120 Fort Collins, CO 80525
175084 $1,606,170,720 763 A percentage of AUM
Fixed fees
204 Maple Street, Suite 104 Fort Collins, CO 80521
147942 $259,892,482 1000 A percentage of AUM
Hourly charges
Fixed fees
2020 Caribou Drive, Suite 102 Fort Collins, CO 80525
284741 $248,684,722 287 A percentage of AUM
Hourly charges
2580 Harmony Road, Suite 201, Fort Collins, CO 80528
304084 $181,758,228 424 A percentage of AUM
Hourly charges
3500 John F. Kennedy Pkwy, Suite 300 Fort Collins, CO 80525
282640 $119,296,022 1231 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Colorado

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Lisa Lynn
Inquire with Lisa
2629 Redwing Rd, Ste 310 Fort Collins, CO 80526 970-206-0320
CORE Financial
Inquire with CORE
2120 Milestone Dr, Unit 101 Fort Collins, CO 80525 970-226-2744
Erickson Financial
Inquire with Erickson
155 East Boardwalk Drive, Suite 300 Fort Collins, CO 80525 970-226-2541
Fassi Financial
Inquire with Fassi
125 South Howes Street, Suite 910 Fort Collins, CO 80521 970-416-0088
Allstate Personal Financial Representative: Josh Benedict
Inquire with Allstate
3201 E Mulberry St, Unit H Fort Collins, CO 80524 970-219-6819
Allstate Personal Financial Representative: Leah Vos
Inquire with Allstate
1075 W Horsetooth Rd, Ste A-204 Fort Collins, CO 80526 970-232-8834
Allstate Personal Financial Representative: Alan Romero
Inquire with Allstate
724 Whalers Way, Ste H104 Fort Collins, CO 80525 970-372-1177
Dunnigan Financial Planning
Inquire with Dunnigan
215 West Oak Street, Suite 700 Fort Collins, CO 80521 970-658-2662
The Raben McLaurin Team
Inquire with Raben
3711 John F. Kennedy Parkway, Suite 410 Fort Collins, CO 80525 970-498-4010
Nicholas G. Bode
Inquire with Nicholas
3711 John F. Kennedy Parkway, Suite 410 Fort Collins, CO 80525 303-441-5352

Frequently Asked Questions

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 I 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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors