Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
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.
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Darren Meyer
AWMA®, AAMS®, CPFA EVEREST WEALTH ADVISORS 8400 E. Prentice Ave, Suite 1010, Greenwood Village, CO 80111 |
22 Years | $31,600,000,000 | $500,000 | Fee-Based |
|
Mark Starosciak
CFP®, CRPC® INFINIUM INVESTMENT ADVISORS, LLC 50 South Steele Street, #830, Denver, CO 80209 |
21 Years | $100,000,000 | $500,000 | Fee-Only |
| Not Disclosed | $86,000,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 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
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.
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# 4018163
Firm CRD# 149123
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,
#830,
Denver,
CO
80209
Phone Number
720-253-1818
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.
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:
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, 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
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
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 978 | 6602 | $239,345,489,058 | A percentage of AUM, Performance Based |
|
| 766 | 188739 | $134,279,160,181 | A percentage of AUM, Fixed fees |
|
| 81 | 82 | $81,139,239,094 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
|
| 60 | 135 | $65,938,129,807 | A percentage of AUM, Fixed fees |
|
| 305 | 154 | $64,880,528,684 | A percentage of AUM, Fixed fees |
|
| 1020 | 86945 | $45,350,198,548 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 64 | 7 | $24,019,792,910 | A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE) |
|
| 114 | 50 | $23,349,884,257 | A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES) |
|
| 103 | 149 | $21,568,739,948 | A percentage of AUM, Performance Based |
|
| 125 | 33 | $8,849,768,102 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
|
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 |
51 | 69 | $7,728,468,201 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 176 | $7,457,031,060 | A percentage of AUM, Performance Based |
|
| 14 | 36 | $5,903,565,233 | A percentage of AUM, Performance Based |
|
| 51 | 21 | $5,493,402,577 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
|
| 24 | 2 | $5,271,991,016 | A percentage of AUM |
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.
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.
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.
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.
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.
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.
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.
