Find a Financial Advisor in Monument, CO

 

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

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We Only Work With The Best Monument 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 Monument, CO


  • Financial Advisor Close to Monument, 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 Monument, 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 Monument, CO

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

  • Population: 7,398
  • % of Population 62 Years and Over: 9.8%
  • Average Home Value: $394,200
  • Average Monthly Housing Cost: $1,883
  • Average Household Income: $116,008
  • 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 Monument, 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

 


Monument, CO Financial Advisor FAQs

Financial advisors are often paid based on the value they create for clients. Higher priced advisors really help their clients do more with less by saving money on high-fee investments, getting higher rates of return on investments, and so forth. Lower priced advisors are great if you just need someone to manage some simple investment portfolios or retirement plans.
A financial advisor assesses the client's financial situation, and provides advice and investments to meet their needs. These professionals can help you reach your goals by determining your interest rates, paying back loans efficiently, protecting against inflation and more. Financial advisors usually specialize in areas such as retirement planning or asset management.
Some good questions to ask are the following: 1) What is your primary form of compensation? 2) What are your rates & fees for this service? 3) Who else do you work with (collaborative network)? 4) Do you offer other forms of investments other than mutual funds and stocks so I can choose the ones that match my beliefs/values/timeframe.
The best way to find a qualified advisor is to talk with friends or family members who may have used them for their own investment needs. You could also reach out to your local bank as they usually offer referrals.