Find a Financial Advisor in Lafayette, CO

 

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

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We Only Work With The Best Lafayette 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 Lafayette, CO


  • Financial Advisor Close to Lafayette, 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 Lafayette, 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 Lafayette, CO

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

  • Population: 28,742
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $433,000
  • Average Monthly Housing Cost: $1,523
  • Average Household Income: $113,114
  • 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 Lafayette, CO

 

INSTITUTIONAL CAPITAL MANAGEMENT, INC.

Website

(303) 541-0759

808 S. Public Road, Suite 101

Lafayette, CO 80026

SEC#: 801-57036
Years in Business: 22 years

GOLD MEDAL WATERS, INC.

Website

(720) 887-1299

9726 Phillips Road

Lafayette, CO 80026

SEC#: 801-113866
Years in Business: 3 years

GOLD MEDAL WATERS, INC.

Website

(720) 887-1299

527 Straight Creek Way

Lafayette, CO 80026

SEC#: 801-113866
Years in Business: 3 years

 


Lafayette, CO Financial Advisor FAQs

Financial advisors should be qualified professionals who help you create and execute your plan for things like retirement, college savings, income tax planning or asset allocation. The first questions to ask an advisor are about the vision of the advisor, what fees will apply, and any guarantees offered.
The hourly rate for a financial advisor depends on the expertise of the advisor, but an average rate is about $150 per 30-minute hour.
You should look for a financial advisor that has experience in your industry and is duly registered. The consumer-protection and regulatory environment for financial advisors can vary greatly from one country to another, but all we know we should make sure the advisor we choose has passed national exams and/or obtained other professional designations.
Financial advisors are engaged by clients to provide advice on planning, administering and disposing of wealth. They typically focus on identifying investment opportunities that have the best return with the least risk for their client.