Top Financial Advisors in Colorado Springs, Colorado

FinanceHQ’s team of experts conducted thorough research on financial advisors in Colorado Springs. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Colorado Springs range from $104M to $529M in AUM, and have an average of 19 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
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Last Updated: November 30, 2023
Seamount financial group inc logo

Seamount Financial Group

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About Seamount Financial Group

Colorado Springs, COInvestment Advisor Firm
Assets Managed: $528,739,485Total Number of Advisors: 6Number of Accounts: 1,512In Business Since: 1982

Seamount Financial Group is a top financial advisor in Colorado Springs, CO due to their extensive experience since 1982 and their commitment to providing objective advice and exceptional service. They offer a holistic approach to wealth management, crafting tailored investment portfolios while considering tax impact and overall costs. With approximately $550 million in investment assets under management and a focus on core disciplines such as diversification and asset allocation, Seamount Financial Group has a successful track record in building custom portfolios for their clients.

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Dodds wealth management group logo

DODDS Wealth, LLC

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About DODDS Wealth, LLC

Colorado Springs, COInvestment Advisor Firm
Assets Managed: $429,579,097Total Number of Advisors: 6Number of Accounts: 330In Business Since: 2003

DODDS Wealth, LLC is a top financial advisor in Colorado Springs, CO because they have been providing personalized service to clients since 2003. Their team-based approach and comprehensive financial planning sets them apart, as they take into account cash flow management, estate planning, tax strategies, employment benefits, and real estate. Whether you are in Denver or Colorado Springs, DODDS Wealth offers tailored wealth management services to help you make smarter decisions about your money and life.

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Accelerated Wealth Advisors, LLC

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About Accelerated Wealth Advisors, LLC

Colorado Springs, COInvestment Advisor Firm
Assets Managed: $304,773,921Total Number of Advisors: 8Number of Accounts: 1,953In Business Since: 2008

Accelerated Wealth Advisors, LLC is a top financial advisor in Colorado Springs, CO because they have been operating since 2008 and have extensive experience working with clients in the area. Their areas of specialty in financial planning and retirement planning demonstrate their expertise in helping clients achieve their long-term financial goals. As an SEC-registered investment advisory firm, they operate as fiduciaries, ensuring that their recommendations prioritize the best interests of their clients.

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Bonfire Financial, LLC

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About Bonfire Financial, LLC

Colorado Springs, COInvestment Advisor Firm
Assets Managed: $142,133,301Total Number of Advisors: 3Number of Accounts: 630In Business Since: 2020

Bonfire Financial, LLC is a top financial advisor in Colorado Springs, CO because they prioritize their clients' dreams and goals and offer personalized plans to help them achieve success. As a true fiduciary, they always have their clients' best interests in mind and their team of Certified Financial Planner™ professionals are dedicated to adding value. Despite being headquartered in Colorado Springs, they serve clients throughout the United States, including Chicago.

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Bauer Wealth Management, Inc.

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About Bauer Wealth Management, Inc.

Colorado Springs, COInvestment Advisor Firm
Assets Managed: $103,578,981Total Number of Advisors: 3Number of Accounts: 445In Business Since: 2010

Bauer Wealth Management, Inc. is a top financial advisor in Colorado Springs, CO because they have decades of experience in the industry and prioritize building relationships with their clients. They operate under a fiduciary standard, ensuring that their financial advisors act in the best interest of their clients, and they emphasize transparency to give clients peace of mind. Their client-focused approach and commitment to managing risk effectively make them a reliable choice for financial planning, retirement planning, and investment management services.

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Frequently Asked Questions

Why is having a financial plan during a divorce in Colorado Springs essential?

Developing a financial plan during a divorce in Colorado Springs is crucial to navigate the complexities of asset division and financial adjustments. Our platform provides tailored guidance, connecting you with local resources to ensure a comprehensive understanding of Colorado's divorce laws. With a strategic financial plan, you can safeguard your future, making informed decisions that promote financial stability post-divorce.

How do you choose the right financial advisor for retirement planning in Colorado Springs?

Selecting the ideal financial advisor for retirement planning in Colorado Springs involves a thoughtful process. Begin by assessing advisors' expertise in retirement-specific strategies and understanding of local factors. Explore our platform to connect with certified professionals, read reviews, and leverage tools to ensure a personalized and trustworthy partnership as you plan for a secure retirement in Colorado Springs.

What is the average hourly rate of financial advisors in Colorado Springs?

Determining the average hourly rate of financial advisors in Colorado Springs can vary based on factors such as experience and services offered. On our platform, you can explore a range of advisor profiles, each with transparent pricing information. This allows you to make informed decisions tailored to your financial needs, ensuring accessibility to quality advice at competitive rates in the Colorado Springs area.

Which kind of financial advisor in Colorado Springs should you look for?

When seeking a financial advisor in Colorado Springs, prioritize Certified Financial Planners (CFPs) with expertise in retirement planning. Look for professionals familiar with Colorado's unique financial landscape and divorce laws if applicable. Our platform connects you with qualified advisors, ensuring a tailored approach to your specific financial goals and circumstances in the Colorado Springs area.

What common services do financial advisors in Colorado Springs typically provide?

Financial advisors in Colorado Springs commonly offer a range of services to address diverse financial needs. These include retirement planning, investment management, tax planning, estate planning, and education funding. On our platform, you can connect with advisors who provide comprehensive financial services, tailored to your specific goals and circumstances in the Colorado Springs area.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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