Top Financial Advisors in Fort Collins, Colorado

FinanceHQ’s team of experts conducted thorough research on financial advisors in Fort Collins. 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 Fort Collins range from $124M to $35B in AUM, and have an average of 22 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Fort Collins, COInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Savant Wealth Management is a top financial advisor in Fort Collins due to its extensive experience since 1986 and its commitment to tailoring financial decisions to the best interests of its clients. They offer a wide range of specialized services including comprehensive wealth management, investment management, financial planning, estate planning, tax advisory, and trust services. As an independent and fee-only firm, Savant provides trustworthy and client-centric guidance to individuals, families, and businesses seeking financial security and success.

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Mercer Global Advisors Inc.

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About Mercer Global Advisors Inc.

Fort Collins, COInvestment Advisor Firm
Assets Managed: $35,141,673,366Total Number of Advisors: 400In Business Since: 1985

Mercer Global Advisors Inc. is a top financial advisor in Fort Collins due to its comprehensive approach to financial services and commitment to client well-being. Founded in 1985 and headquartered in Denver, Mercer Advisors works with clients in Fort Collins and offers expertise in areas such as financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, business retirement plans, endowments, and foundations. Their institutional-grade personalized portfolio management and focus on quality over quantity set them apart from other advisors.

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IFAM capital logo

IFAM Capital

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About IFAM Capital

Fort Collins, COInvestment Advisor Firm
Assets Managed: $1,468,654,612Total Number of Advisors: 6In Business Since: 2014

IFAM Capital is a top financial advisor in Fort Collins due to its foundation in 2014 and its headquarters in the same location. With a focus on asset management, customized portfolios, and financial planning, IFAM Capital offers tailored financial guidance based on real-world experience and individualized expertise. Their practical wisdom derived from facing life's significant milestones equips them with a deeper understanding of the challenges clients face, making them a trusted choice for wealth growth, protection, and transfer across generations.

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Cosner financial group logo

Cosner Financial Group

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About Cosner Financial Group

Fort Collins, COInvestment Advisor Firm
Assets Managed: $244,112,016Total Number of Advisors: 6In Business Since: 1988

Cosner Financial Group is a top financial advisor in Fort Collins due to their extensive experience since being founded in 1988 and their commitment to personalized service. They specialize in various areas including retirement planning, wealth management, inheritance, college savings, life insurance, and estate planning. With a client-driven approach and a focus on building trust through tailored financial plans, Cosner Financial Group stands out among other advisors in the area.

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Trail ridge investment advisors logo

Trail Ridge Investment Advisors

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About Trail Ridge Investment Advisors

Fort Collins, COInvestment Advisor Firm
Assets Managed: $213,586,916Total Number of Advisors: 7In Business Since: 2017

With a strong foundation in Fort Collins since 2017, Trail Ridge Investment Advisors is a top financial advisor in the area. Their team of experienced professionals provides personalized wealth management services, emphasizing proactive advice, trustworthiness, and personal attention. Specializing in various areas such as financial planning, investment management, and retirement planning, they offer comprehensive solutions to meet their clients' needs while maintaining strong client relationships.

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Theory financial logo

Theory Financial

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About Theory Financial

Fort Collins, COInvestment Advisor Firm
Assets Managed: $177,140,372Total Number of Advisors: 3In Business Since: 2019

Theory Financial is a top financial advisor in Fort Collins due to their comprehensive range of services and commitment to professional and trustworthy financial guidance. Founded in 2019 and headquartered in Ft. Collins, they specialize in asset management, financial planning, income replacement planning, estate planning, investment advisory, wealth management, and retirement planning. Their team of highly qualified professionals holds prestigious designations like CFP, ChFC, and CLU, demonstrating their dedication to excellence.

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Navigation wealth management logo

Navigation Wealth Management

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About Navigation Wealth Management

Fort Collins, COInvestment Advisor Firm
Assets Managed: $124,068,319Total Number of Advisors: 8In Business Since: 2005

Navigation Wealth Management is a top financial advisor in Fort Collins due to their extensive experience and comprehensive range of services. Founded in 2005 and headquartered in Ft. Collins, they have a strong focus on providing personalized financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and college savings solutions. Their commitment to responsive communication, regular account reviews, and building long-term client relationships sets them apart in the industry.

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Frequently Asked Questions

How much is the cost of hiring a financial advisor in Fort Collins?

The cost of hiring a financial advisor in Fort Collins can vary widely based on the services offered, the advisor's experience, and the fee structure. Advisors may charge fees as a percentage of assets under management (AUM), hourly rates, or flat fees. It's crucial to discuss fees and potential additional costs upfront before engaging an advisor.

What is a fee-only fiduciary financial advisor in Fort Collins?

A fee-only fiduciary financial advisor in Fort Collins acts in your best interest and is compensated solely through client fees. This means they do not receive commissions or compensation from financial products they recommend. Choosing a fee-only fiduciary advisor can give you greater confidence that their advice is unbiased and tailored to your financial goals and needs.

What is a 529 plan in Fort Collins?

A 529 plan in Fort Collins is a tax-advantaged savings plan designed to help individuals and families save for higher education expenses. Contributions to a 529 plan are typically tax-deductible, and withdrawals for qualified education expenses are tax-free, making it an attractive option for saving for college or other educational costs.

Can your Fort Collins financial advisor work on your estate plan?

Yes, many financial advisors in Fort Collins offer estate planning services as part of their comprehensive financial planning offerings. They can assist you in creating and managing an estate plan that includes wills, trusts, and strategies for efficiently transferring assets to your beneficiaries.

How do you choose the right financial advisor for retirement in Fort Collins?

Choosing the right financial advisor for retirement in Fort Collins involves considering factors such as their experience, credentials, and areas of expertise. Look for advisors with knowledge in retirement planning, a transparent fee structure, and a fiduciary duty to act in your best interest. It's also essential to meet with potential advisors to ensure they understand your retirement goals and can provide a tailored plan for your needs.

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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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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