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Find The Best Financial Advisors in Colorado Springs, Colorado

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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

How To Find The Best Financial Advisors in Colorado Springs, Colorado
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 5 vetted financial advisors and 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 22 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 Colorado Springs, Colorado

Asbury Wealth Partners

719-531-6276

Address

Quotient Wealth Partners

720-383-6150

Address

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

Allworth Financial

888-242-6766

Address

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

Adam J. Strickman

Ethos Financial Partners

303-252-9777

Address

9351 Grant St.,
Suite 300,
Thornton, CO 80229 See Details

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

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

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Colorado Springs, Colorado

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

List of Qualified Financial Advisors in Colorado Springs, Colorado

Asbury Wealth Partners

Address

Quotient Wealth Partners

Address

Allworth Financial

Address

Adam J. Strickman

Ethos Financial Partners

Address

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

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

Frequently Asked Questions

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

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