Find a Financial Advisor in El Paso County, CO

 

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

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We Only Work With The Best El Paso 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 El Paso County, CO


  • Financial Advisor Close to El Paso 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 El Paso 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 El Paso County, CO

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

  • Population: 698,974
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $278,500
  • Average Monthly Housing Cost: $1,275
  • Average Household Income: $88,333
  • 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 El Paso County, CO

 

ADVISORS ASSET MANAGEMENT, INC.

Website

(719) 488-9956

18925 Base Camp Road

Monument, CO 80132

SEC#: 801-62731
Years in Business: 17 years

LEADING EDGE FINANCIAL PLANNING LLC

Website

(865) 240-2292

17530 Minglewood Trail

Monument, CO 80132

SEC#: 801-120413
Years in Business: 0 years

 


El Paso County, CO Financial Advisor FAQs

A financial advisor is a professional who typically focuses on financial education, estate planning, retirement income strategies, monitoring risk tolerance and asset allocation.
Financial advisors can help with mass complicated tasks such as taxes, stocks, retirement funds, insurance policies, international investing and much more. This way you don't have to deal with all these different things yourself which would be extremely overwhelming.
Financial advisors help protect investments, minimize risk by diversifying portfolios, provide tax planning services and offer sound advice for retirement planning.
Financial advisors typically charge a percentage of the assets they manage for a given time period. The fee sometimes is joined with an account management fee which would be assessed on top of the percentage rate.