Find a Financial Advisor in Routt County, CO

 

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

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We Only Work With The Best Routt 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 Routt County, CO


  • Financial Advisor Close to Routt 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 Routt 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 Routt County, CO

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

  • Population: 25,072
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $508,500
  • Average Monthly Housing Cost: $1,371
  • Average Household Income: $106,451
  • 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 Routt County, CO

 

CALLAHAN CAPITAL MANAGEMENT

Website

(970) 870-8750

1169 Hilltop Pkwy
106A
Steamboat Springs, CO 80487

SEC#: 801-110441
Years in Business: 4 years

GENEREUX INVESTMENT MANAGEMENT, INC.

Website

(712) 256-7500

620 Oak Street
Suite 3
Steamboat Springs, CO 80487

SEC#: 801-112129
Years in Business: 3 years

DEER PARK ROAD MANAGEMENT COMPANY, LP

Website

(970) 457-4340

1195 Bangtail Way

Steamboat Springs, CO 80487

SEC#: 801-74577
Years in Business: 9 years

BUCKLEY CAPITAL ADVISORS, LLC

Website

(970) 846-5573

890 W. Hillside Ct.

Steamboat Springs, CO 80487

SEC#: 801-110484
Years in Business: 4 years

BUCKLEY CAPITAL ADVISORS, LLC

Website

(970) 846-5573

890 W. Hillside Ct.

Steamboat Springs, CO 80487

SEC#: 801-110484
Years in Business: 4 years

 


Routt County, CO Financial Advisor FAQs

You need a financial advisor because they have the necessary expertise to help you with your retirement planning, asset allocation, risk tolerance assessment, and long-term care planning in areas in which people without training or qualifications cannot provide advice.
The role of a financial advisor is two-fold. First, they help you identify what your goals are and come up with a strategy to meet those. Secondly, they regularly review your situation so that you stay on track for meeting those goals.
Do you provide a fiduciary (or suitability) standard of care when providing investment advice? Are you registered with FINRA, the SEC, and any state securities agencies in which my account is registered?
Advisory fees are generally used for asset management. Commissions are generally used when the advisor is paid on an upfront fee basis for buying or selling assets. Asset-based fees are generally agreements where the advisor receives compensation periodically based on how much money under their management has earned.