
Find a Financial Advisor in La Plata County, CO
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We did the hard work of finding trustworthy partners in La Plata County, CO.
We Only Work With The Best La Plata County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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 La Plata County, CO
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Financial Advisor Close to La Plata County, CO
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in La Plata 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
Find a Fee-Only Financial Planner Near La Plata County, CO
We evaluated over 13,000 RIA firms to bring you the best of the best La Plata County financial advisors.
How Retirement-Friendly is La Plata County, CO?
- Population: 55,617
- % of Population 62 Years and Over: 21.4%
- Average Home Value: $400,900
- Average Monthly Housing Cost: $1,203
- Average Household Income: $94,761
- 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.)
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The Top Financial Advisor Firms in La Plata County, CO
SWAN WEALTH ADVISORS, LLC
(970) 382-89011099 Main Ave.
Suite 206
Durango, CO 81301
SEC#: 801-112612
Years in Business: 4 years
INTEGRATED FINANCIAL PLANNING, P.C.
(970) 259-67391800 East 3rd Avenue, Suite 103
Durango, CO 81301
SEC#: 801-116804
Years in Business: 2 years
MCALVANY WEALTH MANAGEMENT, LLC
(866) 211-8970166 Turner Dr
Suite 201
Durango, CO 81303
SEC#: 801-71124
Years in Business: 12 years
SWAN CAPITAL MANAGEMENT, LLC
(970) 382-89011099 Main Ave.
Suite 206
Durango, CO 81301
SEC#: 801-76701
Years in Business: 9 years
FAMILY FINANCIAL SOLUTIONS GROUP, LLC
(970) 259-1040270 East College Drive
Suite 100
Durango, CO 81301
SEC#: 801-80223
Years in Business: 7 years
SWAN GLOBAL INVESTMENTS, LLC
(970) 382-89011099 Main Ave
Suite 206
Durango, CO 81301
SEC#: 801-70881
Years in Business: 12 years
DYNAMIC ADVISOR SOLUTIONS LLC
(970) 375-1291835 E Second Avenue
Suite 323
Durango, CO 81301
SEC#: 801-72203
Years in Business: 11 years
CLARITY FINANCIAL, LLC
(970) 385-25551485 Florida Rd
Suite C202
Durango, CO 81301
SEC#: 801-77832
Years in Business: 9 years
FINANCIAL PARTNERS, LLC
(970) 618-81441221 Main Street
Durango, CO 81301
SEC#: 801-110092
Years in Business: 5 years
La Plata County, CO Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.