WAKEFIELD WEALTH MANAGEMENT, LLLP
Englewood, CO
AUM
$512.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-771-0630
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CO
181 advisers found
ACORN CREEK CAPITAL LLC
Fort Collins, CO
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
970-818-4820
G&S CAPITAL LLC
Denver, CO
AUM
$475.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-773-8000
TOWLE & CO
Denver, CO
AUM
$473.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
303-731-2494
AUM
$457.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
720-420-4870
WAKEFIELD ASSET MANAGEMENT, LLLP
Englewood, CO
AUM
$454.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
303-771-0630
PETRA FINANCIAL ADVISORS INC
Colorado Springs, CO
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
719-636-9000
CASCADE INVESTMENT GROUP, INC.
Colorado Springs, CO
AUM
$419.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-632-0818
PRUDENT MAN INVESTMENT MANAGEMENT
Lousiville, CO
AUM
$390.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
303-436-1577
KEYSTONE FINANCIAL SERVICES
Loveland, CO
AUM
$379.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
970-744-5408
INTEGRITY WEALTH SOLUTIONS LLC
Denver, CO
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
3037165777
CHERRY CREEK INVESTMENT ADVISORS INC
Englewood, CO
AUM
$351.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
303-320-5774
FORTY NORTH WEALTH
Glendale, CO
AUM
$350.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-691-1808
JACKSON CREEK INVESTMENT ADVISORS LLC
Castle Rock, CO
AUM
$349.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
720-826-4102
GAINLINE FINANCIAL PARTNERS, LLC
Louisville, CO
AUM
$348.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
720-548-4391
BOULDER WEALTH ADVISORS, LLC
Boulder, CO
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-444-1161
CIMARRON WEALTH MANAGEMENT, INC.
Montrose, CO
AUM
$327.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
970-249-9882
AUM
$317.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
4348262029
VARRA FINANCIAL
Louisville, CO
AUM
$305.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
303 665 2822
MARSHALL INVESTMENT MANAGEMENT, LLC
Greenwood Village, CO
AUM
$298.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-991-6415
KILTERHOWLING LLC
Boulder, CO
AUM
$292.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
720-443-2076
AUM
$290.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
800-871-FULL
IMPACTFOLIO LLC
Denver, CO
AUM
$288.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-218-3800
AUM
$285.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
720 887-1299