Find a Financial Advisor in Arapahoe County, CO

 

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We did the hard work of finding trustworthy partners in Arapahoe County, CO.

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We Only Work With The Best Arapahoe County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Arapahoe County, CO


  • Financial Advisor Close to Arapahoe County, CO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Arapahoe County, CO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Arapahoe County, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Arapahoe County financial advisors.
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How Retirement-Friendly is Arapahoe County, CO?

  • Population: 644,560
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $358,100
  • Average Monthly Housing Cost: $1,465
  • Average Household Income: $104,990
  • Colorado Total Tax Burden: 8.31% (25th Lowest in U.S.)
  • Colorado Property Tax: 2.76% (23rd Lowest in U.S.)
  • Colorado Individual Income Tax: 2.26% (22nd Lowest in U.S.)
  • Colorado Sales and Excise Tax: 3.29% (24th Lowest in U.S.)



The Top Financial Advisor Firms in Arapahoe County, CO

 

BOULDER ASSET MANAGEMENT

Website

(303) 779-8772

9785 Maroon Circle
Suite 130
Englewood, CO 80112

SEC#: 801-39066
Years in Business: 30 years

MARKET GUARD

Website

(720) 457-6844

8310 South Valley Highway
Suite 205
Englewood, CO 80112

SEC#: 801-110540
Years in Business: 4 years

CUSTOS FAMILY OFFICE LLC

Website

(303) 578-7024

69 W Floyd Ave.

Englewood, CO 80110

SEC#: 801-117243
Years in Business: 2 years

WEALTH WATCH ADVISORS, LLC

Website

(855) 822-3708

8310 South Valley Highway
Suite 107
Englewood, CO 80112

SEC#: 801-96180
Years in Business: 6 years

A & I FINANCIAL SERVICES, LLC

Website

(303) 690-5070

9800 Mt. Pyramid Court
Suite 450
Englewood, CO 80112

SEC#: 801-69819
Years in Business: 13 years

PARSONEX ADVISORY SERVICES, INC.

Website

(303) 662-8700

8310 S. Valley Highway
Suite 110
Englewood, CO 80112

SEC#: 801-74543
Years in Business: 9 years

CHERRY CREEK INVESTMENT ADVISORS INC

Website

(303) 320-5774

68 Inverness Lane East #206

Englewood, CO 80112

SEC#: 801-47547
Years in Business: 27 years

CUSTOM PORTFOLIO GROUP

Website

(720) 259-5113

9800 Pyramid Court
Suite 302
Englewood, CO 80112

SEC#: 801-80949
Years in Business: 6 years

WAKEFIELD WEALTH MANAGEMENT, LLLP

Website

(303) 771-0630

7887 E. Belleview Ave, Suite 800

Englewood, CO 80111

SEC#: 801-80693
Years in Business: 7 years

 


Arapahoe County, CO Financial Advisor FAQs

Financial advisors provide coaching and support to help people figure out what they need before they look for investments. They help to identify the needs of a client, their situation, and then provide advice based on that.
Financial advisors provide personalized advice and guidance on financial planning issues. This includes retirement strategies, investment management, risk reduction, college funding and more.
The first criterion to look at is if they are a fiduciary. This means they are legally required to put your best interest ahead of any interest other than your own. The second criterion is that they don't have hidden fees or charges or conflicts of interest on the products that they offer, because those charges will eventually come out of your pocket at some point through investing channels you can't see coming.
Financial advisors typically take a percentage of the assets clients invest. That means if you have $10,000 to invest and your advisor charges an annual fee of 1% (or $100), you will pay that amount for each year the account is open.