Find a Financial Advisor in Montrose, CO

 

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

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We Only Work With The Best Montrose 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 Montrose, CO


  • Financial Advisor Close to Montrose, 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 Montrose, 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 Montrose, CO

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

  • Population: 19,238
  • % of Population 62 Years and Over: 27.7%
  • Average Home Value: $205,500
  • Average Monthly Housing Cost: $904
  • Average Household Income: $64,063
  • 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 Montrose, CO

 

COLORADO WEST INVESTMENTS, INC.

Website

(970) 249-9882

1731 E Niagara Rd

Montrose, CO 81401

SEC#: 801-116955
Years in Business: 2 years

SAGE FINANCIAL GROUP INC.

Website

(484) 342-4400

543 Cobble Drive

Montrose, CO 81403

SEC#: 801-61553
Years in Business: 19 years

WEALTHSOURCE PARTNERS, LLC

Website

(970) 737-4668

1561 Oxbow Drive

Montrose, CO 81401

SEC#: 801-107199
Years in Business: 5 years

WEALTHSOURCE PARTNERS, LLC

Website

(970) 737-4668

1561 Oxbow Drive

Montrose, CO 81401

SEC#: 801-107199
Years in Business: 5 years

MUTUAL ADVISORS, LLC

Website

(866) 627-6730

2432 Shavano Circle
Suite 100
Montrose, CO 81401

SEC#: 801-78089
Years in Business: 8 years

WEALTHSOURCE PARTNERS, LLC

Website

(970) 737-4668

1561 Oxbow Drive

Montrose, CO 81401

SEC#: 801-107199
Years in Business: 5 years

 


Montrose, CO Financial Advisor FAQs

They are paid in a couple of ways - they can be hired to work on commission, charged an hourly fee per hour when they act as your financial advisor or act in-between you and the stock trader, or receive payment based on how many clients they have.
It is always best to speak with a financial advisor who has experience in your particular area of need. To get started, there are five general areas you should consider discussing with your advisor. These are input, objectives, sustainability, time horizon and exit strategy.
Financial advisors advise their clients on financial matters, including ways to grow and protect the value of their money. Financial advisors provide objective, unbiased advice about investments or other transactions that might help meet an individual’s personal goals.
It depends on the individual needs of the client. Every customer is different, some clients might need nothing more than financial advice on balancing their checkbook and other clients may need an investment strategy designed to meet specific goals.