Find a Financial Advisor in Colorado Springs, CO

 

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We did the hard work of finding trustworthy partners in Colorado Springs, CO.

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We Only Work With The Best Colorado Springs 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 Colorado Springs, CO

  • Financial Advisor Close to Colorado Springs, 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 Colorado Springs, 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 Colorado Springs, CO

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

  • Population: 464,871
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $272,800
  • Average Monthly Housing Cost: $1,213
  • Average Household Income: $84,708
  • 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 Colorado Springs, CO

 

RS ASSET MANAGEMENT, LLC

Website

(719) 219-8444

660 Southpointe Court
Suite 312
Colorado Springs, CO 80906

SEC#: 801-79114
Years in Business: 7 years

BONFIRE FINANCIAL, LLC

Website

(719) 394-3900

2 North Nevada
Suite 1170
Colorado Springs, CO 80903

SEC#: 801-119543
Years in Business: 1 years

ACCELERATED WEALTH ADVISORS LLC

Website

(719) 466-5631

13570 Meadowgrass Dr.
Ste. 100
Colorado Springs, CO 80921

SEC#: 801-108636
Years in Business: 5 years

INTERVEST INTERNATIONAL, INC.

Website

(719) 592-9299

1980 Dominion Way, Suite 202

Colorado Springs, CO 80918

SEC#: 801-66615
Years in Business: 15 years

CASCADE INVESTMENT GROUP, INC.

Website

(719) 632-0818

90 S. Cascade Avenue, Suite 1250

Colorado Springs, CO 80903

SEC#: 801-53819
Years in Business: 24 years

SEAMOUNT FINANCIAL GROUP INC

Website

(719) 471-1171

90 So Cascade Avenue
Suite 1140
Colorado Springs, CO 80903

SEC#: 801-56412
Years in Business: 22 years

PETRA FINANCIAL ADVISORS INC

Website

(719) 636-9000

2 North Nevada Ave Suite 1300

Colorado Springs, CO 80903

SEC#: 801-39169
Years in Business: 30 years

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Website

(719) 478-7036

5475 Mark Dabling Boulevard
Suite 108
Colorado Springs, CO 80918

SEC#: 801-56587
Years in Business: 22 years

RAINSBERGER WEALTH ADVISORS

Website

(719) 328-1944

980 Pico Point

Colorado Springs, CO 80905

SEC#: 801-38096
Years in Business: 30 years

 


Colorado Springs, CO Financial Advisor FAQs

Financial advisor costs will depend on the number of clients, the complexity of the clients' needs, and factors like geography.
A financial advisor is one who specialises in helping families create, maintain, and monitor their portfolios so they are able to live the life they want for themselves.
Some good questions to ask include what strategy they prefer, how much work it will take on your end to follow their advice? How often can you provide updates? So start by figuring out what kind of investor you want to be then hone in with specific questions tailored to that vision.
Select a financial advisor with a fiduciary responsibility. This means they have committed to always put your interest before their own. A trustworthy relationship with a registered investment advisor is likely the best way to go about navigating your wealth so you can create a more secure future for yourself and your family.


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