Find a Financial Advisor in La Plata County, CO

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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.

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 La Plata County, CO


  • Financial Advisor Close to La Plata 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 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

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

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.
  • This field is for validation purposes and should be left unchanged.


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.)



The Top Financial Advisor Firms in La Plata County, CO

 

SWAN WEALTH ADVISORS, LLC

Website

(970) 382-8901

1099 Main Ave.
Suite 206
Durango, CO 81301

SEC#: 801-112612
Years in Business: 3 years

INTEGRATED FINANCIAL PLANNING, P.C.

Website

(970) 259-6739

1800 East 3rd Avenue, Suite 103

Durango, CO 81301

SEC#: 801-116804
Years in Business: 2 years

MCALVANY WEALTH MANAGEMENT, LLC

Website

(866) 211-8970

166 Turner Dr
Suite 201
Durango, CO 81303

SEC#: 801-71124
Years in Business: 11 years

SWAN CAPITAL MANAGEMENT, LLC

Website

(970) 382-8901

1099 Main Ave.
Suite 206
Durango, CO 81301

SEC#: 801-76701
Years in Business: 9 years

FAMILY FINANCIAL SOLUTIONS GROUP, LLC

Website

(970) 259-1040

270 East College Drive
Suite 100
Durango, CO 81301

SEC#: 801-80223
Years in Business: 7 years

SWAN GLOBAL INVESTMENTS, LLC

Website

(970) 382-8901

1099 Main Ave
Suite 206
Durango, CO 81301

SEC#: 801-70881
Years in Business: 11 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(970) 375-1291

835 E Second Avenue
Suite 323
Durango, CO 81301

SEC#: 801-72203
Years in Business: 10 years

CLARITY FINANCIAL, LLC

Website

(970) 385-2555

1485 Florida Rd
Suite C202
Durango, CO 81301

SEC#: 801-77832
Years in Business: 8 years

FINANCIAL PARTNERS, LLC

Website

(970) 618-8144

1221 Main Street

Durango, CO 81301

SEC#: 801-110092
Years in Business: 4 years

 


La Plata County, CO Financial Advisor FAQs

Financial advisors help individuals plan for future financial goals, identify potential risks to their investments, analyze opportunities for greater returns on investments, and act as a sounding board to discuss investor's objectives.
Financial advisors help people and find solutions to their personal and professional financial needs. Financial advisors offer advice on investment plans, asset allocation, retirement planning, estate planning, education funding and protection against market volatility such as cost of living analysis or portfolio re-balancing.
Ask them how often they'll be checking in with you or coming to meetings - at least once a year is a good start. Ask if their fees are set monthly or annually and find out how those fees stack up against those at other firms.
Financial advisors usually get paid in two ways. First is through a commission on the sale of investments, and second is when they collect a fee for their investment management services.