How can a financial planner in Colorado help me minimize my taxes?

Many financial planners and wealth managers in Colorado are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.

What should I look for when choosing a financial planner in Colorado?

When choosing a financial advisor in Colorado, it is important to consider factors such as their experience, credentials (CFP, ChFCs, CFAs, etc.), educational background, compensation method, and commitment to ethical practices. For more information, refer to this guide on choosing the best financial advisor.

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Find Top Financial Advisors in Colorado

Q: What are some common mistakes to avoid when choosing a financial advisor in Colorado?

When choosing a financial advisor, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor in Colorado.

Q: How can a financial advisor in Colorado help me manage my investments?

A vetted financial advisor in our directory for the state of Colorado can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.

Q: What types of services can I expect from a financial advisor in Colorado?

Financial advisors in Colorado offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.

Q: What should I expect during my first meeting with a financial advisor in Colorado?

During your first meeting with a financial advisor in Colorado, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

Q: What types of fees do financial advisors in Colorado typically charge?

Financial advisors in Colorado typically utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding an advisor's fee structure will allow you to become aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.

Colorado is a state located in the western region of the United States and is known for its natural beauty, outdoor recreation opportunities, and growing economy. With a population of over 5.8 million people and a relatively high cost of living compared to some other states, prioritizing your personal finance management is important. WiserAdvisor can connect you with vetted financial advisors in the state who can guide and support you to reach your financial goals.

Here are a few reasons why our directory is the ideal starting point for your search:

Our directory provides a comprehensive list of top-rated financial advisors, including independent financial advisors, investment advisors, fee-only financial advisors, and more.
Each advisor listing contains detailed information about their credentials, experience, and areas of expertise, allowing you to make an informed decision.
We have already done the research, making the search process stress-free. The vetted financial advisors in Colorado can create a personalized financial strategy tailored to your specific needs and goals.
We only include certified and vetted financial advisors and advisory firms in our directory, ensuring that you work with a trustworthy advisor.

How To Find Trusted Financial Advisors in Colorado

Colorado has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Colorado have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Colorado mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Colorado.

Qualified Financial Advisors in Colorado

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Darren MeyerAWMA^®, AAMS^®, CPFAEverest Wealth Advisors8400 E. Prentice AveGreenwood Village, CO 80111	22 Years	$31,600,000,000	$500,000	Fee-Based
Empower 8515 E. Orchard RoadGreenwood Village, CO 80111	Not Disclosed	$86,000,000,000	$100,000	Fee-Based
Mark StarosciakCFP^®, CRPC^®Infinium Investment Advisors, LLC50 South Steele StreetDenver, CO 80209	21 Years	$100,000,000	$500,000	Fee-Only

Financial Advisor

Darren MeyerAWMA^®, AAMS^®, CPFAEverest Wealth Advisors8400 E. Prentice AveGreenwood Village, CO 80111

Experience22 Years

AUM$31,600,000,000

Minimum Assets$500,000

Fee StructureFee-Based

Financial Advisor

Empower 8515 E. Orchard RoadGreenwood Village, CO 80111

ExperienceNot Disclosed

AUM$86,000,000,000

Minimum Assets$100,000

Fee StructureFee-Based

Financial Advisor

Mark StarosciakCFP^®, CRPC^®Infinium Investment Advisors, LLC50 South Steele StreetDenver, CO 80209

Experience21 Years

AUM$100,000,000

Minimum Assets$500,000

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Colorado

VETTED

Darren MeyerAWMA^®, AAMS^®, CPFA

Everest Wealth Advisors

About Darren Meyer

I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.

About Everest Wealth Advisors

Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

CRD# 4558794 Firm CRD# 6413Series 7, 66

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location

8400 E. Prentice Ave,Suite 1010,Greenwood Village,CO 80111

Phone Number

720-826-1092

VETTED

Empower

Empower 2 Replica

About Empower 2 Replica

We're a financial services company on a mission to empower financial freedom for all. We know that everyone has money questions, and we're here to help get you answers. We work with individuals and all sizes of organizations to offer investment, wealth management, and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear understanding of where their finances are today and where they're heading. This way, you're able to take control of your financial future and empower what's next.

WHY USE EMPOWER

At Empower, we take pride in helping people with saving, investing, and advice while providing state-of-the-art tools and resources to help them reach their financial goals.

Our mission is to empower financial freedom for all by delivering advice, personalized guidance, and critical support to people throughout their financial lives. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their financial journey.

Real help. Real people.

You'll always have the chance to talk to a real person. They'll listen, ask questions and work with you to understand your needs and provide next steps.

Easy to understand.

We believe your finances should be easy to understand, so we make sure we explain everything in straightforward terms.

A 360 view.

See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.

Empower Advisory Group, LLC. ("EAG") compensates Respond.com for new leads. Respond.com is not an investment client of EAG. EAG is not responsible for and does not control the assessments and qualifications used by Respond.com to vet and match advisory firms with individuals utilizing Respond.com tools and services.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Qualifications

Firm CRD# 112058

Compensation/Fee

Fee-Based

Office Location

8515 E. Orchard Road,Greenwood Village,CO 80111

Phone Number

855-855-8005

VETTED

Mark StarosciakCFP^®, CRPC^®

Infinium Investment Advisors, LLC

About Mark Starosciak

Mark is a CERTIFIED FINANCIAL PLANNER(TM) in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague^®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

About Infinium Investment Advisors, LLC

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today.

In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).

Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.

We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

Advisory Services Provided

Qualifications

CRD# 4018163 Firm CRD# 149123Series 66

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Office Location

50 South Steele Street,#830,Denver,CO 80209

Phone Number

720-253-1818

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Colorado

Colorado is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Colorado are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Colorado, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


JANUS HENDERSON INVESTORSDenver, CO	978	6602	$239,345,489,058	A percentage of AUM, Performance Based
EMPOWER ADVISORY GROUP, LLCGreenwood Village, CO	766	188739	$134,279,160,181	A percentage of AUM, Fixed fees
PUBLIC TRUST ADVISORS, LLCDenver, CO	81	82	$81,139,239,094	A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
TRANSAMERICA ASSET MANAGEMENT, INC.Denver, CO	60	135	$65,938,129,807	A percentage of AUM, Fixed fees
EMPOWER CAPITAL MANAGEMENT, LLCGreenwood Village, CO	305	154	$64,880,528,684	A percentage of AUM, Fixed fees
MERCER GLOBAL ADVISORS INC.Denver, CO	1020	86945	$45,350,198,548	A percentage of AUM, Hourly charges, Fixed fees
ALPS ADVISORS, INC.Denver, CO	64	7	$24,019,792,910	A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
KSL CAPITAL PARTNERSDenver, CO	114	50	$23,349,884,257	A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
ARROWMARK COLORADO HOLDINGS, LLCDenver, CO	103	149	$21,568,739,948	A percentage of AUM, Performance Based
NORTHWOOD INVESTORS LLCDenver, CO	125	33	$8,849,768,102	A percentage of AUM, Performance Based, Other (ACQUISITION FEE)
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLCGreenwood Village, CO	51	69	$7,728,468,201	A percentage of AUM, Hourly charges, Fixed fees
BEAR CREEK ASSET MANAGEMENT, LLCDenver, CO	8	176	$7,457,031,060	A percentage of AUM, Performance Based
1888 INVESTMENTS, LLCDenver, CO	14	36	$5,903,565,233	A percentage of AUM, Performance Based
REVELSTOKE CAPITAL PARTNERSDenver, CO	51	21	$5,493,402,577	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
SMITH CAPITAL INVESTORS, LLCDenver, CO	24	2	$5,271,991,016	A percentage of AUM

Firm Name

JANUS HENDERSON INVESTORSDenver, CO

No. of Advisors978

AUM$239,345,489,058

No. of Clients6602

Fee StructureA percentage of AUM, Performance Based

Firm Name

EMPOWER ADVISORY GROUP, LLCGreenwood Village, CO

No. of Advisors766

AUM$134,279,160,181

No. of Clients188739

Fee StructureA percentage of AUM, Fixed fees

Firm Name

PUBLIC TRUST ADVISORS, LLCDenver, CO

No. of Advisors81

AUM$81,139,239,094

No. of Clients82

Fee StructureA percentage of AUM, Fixed fees, Other (CONSULTING FEES)

Firm Name

TRANSAMERICA ASSET MANAGEMENT, INC.Denver, CO

No. of Advisors60

AUM$65,938,129,807

No. of Clients135

Fee StructureA percentage of AUM, Fixed fees

Firm Name

EMPOWER CAPITAL MANAGEMENT, LLCGreenwood Village, CO

No. of Advisors305

AUM$64,880,528,684

No. of Clients154

Fee StructureA percentage of AUM, Fixed fees

Firm Name

MERCER GLOBAL ADVISORS INC.Denver, CO

No. of Advisors1020

AUM$45,350,198,548

No. of Clients86945

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

ALPS ADVISORS, INC.Denver, CO

No. of Advisors64

AUM$24,019,792,910

No. of Clients7

Fee StructureA percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)

Firm Name

KSL CAPITAL PARTNERSDenver, CO

No. of Advisors114

AUM$23,349,884,257

No. of Clients50

Fee StructureA percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)

Firm Name

ARROWMARK COLORADO HOLDINGS, LLCDenver, CO

No. of Advisors103

AUM$21,568,739,948

No. of Clients149

Fee StructureA percentage of AUM, Performance Based

Firm Name

NORTHWOOD INVESTORS LLCDenver, CO

No. of Advisors125

AUM$8,849,768,102

No. of Clients33

Fee StructureA percentage of AUM, Performance Based, Other (ACQUISITION FEE)

Firm Name

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLCGreenwood Village, CO

No. of Advisors51

AUM$7,728,468,201

No. of Clients69

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

BEAR CREEK ASSET MANAGEMENT, LLCDenver, CO

No. of Advisors8

AUM$7,457,031,060

No. of Clients176

Fee StructureA percentage of AUM, Performance Based

Firm Name

1888 INVESTMENTS, LLCDenver, CO

No. of Advisors14

AUM$5,903,565,233

No. of Clients36

Fee StructureA percentage of AUM, Performance Based

Firm Name

REVELSTOKE CAPITAL PARTNERSDenver, CO

No. of Advisors51

AUM$5,493,402,577

No. of Clients21

Fee StructureA percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)

Firm Name

SMITH CAPITAL INVESTORS, LLCDenver, CO

No. of Advisors24

AUM$5,271,991,016

No. of Clients2

Fee StructureA percentage of AUM

Frequently Asked Questions

What are some common mistakes to avoid when choosing a financial advisor in Colorado?

How can a financial advisor in Colorado help me manage my investments?

What types of services can I expect from a financial advisor in Colorado?

What should I expect during my first meeting with a financial advisor in Colorado?

What types of fees do financial advisors in Colorado typically charge?