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Financial planning in Colorado Springs, CO

35 advisers in Colorado Springs offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 35

56 Capital Partners, LTD1465 Kelly Johnson Blvd, Suite 200 · Colorado Springs, CO 80920 · (719) 418-3773 · Financial planningCRD 290938 · % of assets, Hourly charges, Fixed fees · $113.3 million AUMSEC registeredNo commissions reportedAccelerated Wealth Advisors LLC13570 Meadowgrass Dr., Ste. 100 · Colorado Springs, CO 80921 · (719) 466-5630 · Financial planningCRD 170022 · % of assets, Hourly charges, Fixed fees · $180.5 million AUMSEC registeredNo commissions reportedAdelmann Financial, INC.1295 Kelly Johnson Blvd., Suite 200 · Colorado Springs, CO 80920 · (719) 599-7374 · Financial planningCRD 114825 · % of assets, Fixed fees · $105.9 million AUMState registeredNo commissions reportedAdvenire Wealth Management10855 Hidden Pool Heights, Suite 330 · Colorado Springs, CO 80908 · (719) 424-3839 · Financial planningCRD 301177 · % of assets · $90.5 million AUMState registeredNo commissions reportedAdvisers Investment Management, INC.1255 Lake Plaza Dr. Suite 244 · Colorado Springs, CO 80906 · (719) 540-9990 · Financial planningCRD 112649 · % of assets, Hourly charges, Fixed fees · $105.2 million AUMState registeredNo commissions reportedAltus Wealth Group, LLC423 South Cascade Avenue · Colorado Springs, CO 80903 · (719) 900-1295 · Financial planningCRD 287848 · % of assets, Fixed fees · $620.1 million AUMSEC registeredNo commissions reportedAtlas Lifestyle Planning Group LLC455 E Pikes Peak Ave, Suite 305 · Colorado Springs, CO 80903 · (480) 885-8988 · Financial planningCRD 305278 · % of assets, Hourly charges, Fixed fees · $12.1 million AUMState registeredNo commissions reportedBauer Wealth Management INC.5755 Mark Dabling Blvd, Suite 245 · Colorado Springs, CO 80919 · (719) 575-9000 · Financial planningCRD 152977 · % of assets · $205.9 million AUMSEC registeredNo commissions reportedBest Life Infinity, LLC1755 Telestar Dr., Ste. 300 · Colorado Springs, CO 80920 · (719) 966-1985 · Financial planningCRD 319232 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMSEC registeredNo commissions reportedBonfire Financial, LLC5755 Mark Dabling Blvd, Ste 220 · Colorado Springs, CO 80919 · (719) 394-3900 · Financial planningCRD 288522 · % of assets, Hourly charges, Fixed fees · $234.0 million AUMSEC registeredNo commissions reported
Brightwork Wealth Management, LLC7035 Campus Dr, Ste 804 · Colorado Springs, CO 80920 · (719) 785-9170 · Financial planningCRD 338724 · % of assets · $34.0 million AUMState registeredNo commissions reportedCascade Investment Group, INC.444 E. Pikes Peak Avenue, Suite 200 · Colorado Springs, CO 80903 · (719) 632-0818 · Financial planningCRD 35844 · % of assets, Hourly charges · $419.9 million AUMSEC registeredNo commissions reportedCobalt Private Wealth LLC5251 Bancroft Hts · Colorado Springs, CO 80906 · (719) 332-3863 · Financial planningCRD 168453 · % of assets · $24.4 million AUMState registeredNo commissions reportedCorundum Group, INC.1 South Nevada, Suite 200 · Colorado Springs, CO 80903 · (719) 228-1080 · Financial planningCRD 106490 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedEnvoy Advisory INC.5333 N Union Blvd, Suite 200 · Colorado Springs, CO 80918 · (888) 879-1376 · Financial planningCRD 306559 · % of assets, Hourly charges, Fixed fees · $615.0 million AUMSEC registeredNo commissions reportedExceptional Wealth & Family Office422 East Vermijo Avenue, Suite 200a · Colorado Springs, CO 80903 · (719) 715-4179 · Financial planningCRD 340444 · % of assets, Fixed fees · $292.2 million AUMSEC registeredNo commissions reportedFirst Affirmative Financial Network LLC5475 Mark Dabling Boulevard, Suite 320 · Colorado Springs, CO 80918 · (719) 478-7036 · Financial planningCRD 109036 · % of assets, Hourly charges, Fixed fees · $905.2 million AUMSEC registeredNo commissions reportedHarting Financial, LLC2045 Diamond Creek Dr · Colorado Springs, CO 80921 · (719) 432-9657 · Financial planningCRD 338334 · Hourly charges, Fixed feesState registeredNo commissions reportedIntentional Wealth Strategies1125 Kelly Johnson Blvd., Suite 111 · Colorado Springs, CO 80920 · (719) 694-8002 · Financial planningCRD 327743 · % of assets, Fixed fees · $171.3 million AUMSEC registeredNo commissions reportedIntergy Private Wealth, LLC13 S. Tejon St., Suite 400 · Colorado Springs, CO 80903 · (719) 413-8820 · Financial planningCRD 315698 · % of assets, Hourly charges, Fixed fees · $602.6 million AUMSEC registeredNo commissions reportedJ D Atkinson2116 N Nevada Ave · Colorado Springs, CO 80907 · (719) 888-9633 · Financial planningCRD 331483 · % of assets, Hourly charges · $2.1 million AUMState registeredNo commissions reportedKing Financial Planning & Management, LLC7222 Commerce Center Drive, Suite 220 · Colorado Springs, CO 80919 · (719) 302-1088 · Financial planningCRD 148728 · Hourly charges, Fixed feesState registeredNo commissions reportedMatthews Advisors, LLC3125 Austin Bluffs Parkway · Colorado Springs, CO 80918 · (719) 344-2992 · Financial planningCRD 114456 · % of assets · $57.5 million AUMState registeredNo commissions reportedNvest Advisors, LLC6 S Tejon St, Suite 519 · Colorado Springs, CO 80903 · (719) 257-9301 · Financial planningCRD 277064 · % of assets, Hourly charges · $22.8 million AUMState registeredNo commissions reportedPeace of Mind Financial Planning, INC7222 Commerce Center Drive, Suite 175 · Colorado Springs, CO 80919 · (719) 836-8181 · Financial planningCRD 289067 · Hourly charges, Fixed fees · $123.6 million AUMSEC registeredNo commissions reportedPeak Investment Advisors, INC.5825 Delmonico Drive, Suite 310 · Colorado Springs, CO 80919 · (719) 260-6475 · Financial planningCRD 113967 · % of assets, Hourly charges · $234.6 million AUMSEC registeredNo commissions reportedPetra Financial Advisors INC2 North Nevada Ave Suite 1300 · Colorado Springs, CO 80903 · (719) 636-9000 · Financial planningCRD 107196 · % of assets, Hourly charges, Fixed fees · $447.2 million AUMSEC registeredNo commissions reportedPlanwiser Financial3710 Sinton Road, Suite 100 · Colorado Springs, CO 80907 · (719) 822-0808 · Financial planningCRD 331675 · % of assets, Hourly charges, Fixed fees · $169.1 million AUMSEC registeredNo commissions reportedReplica Wealth Advisors INC1175 Kelly Johnson Blvd, Suite 100 · Colorado Springs, CO 80920 · (719) 381-1714 · Financial planningCRD 304902 · Fixed fees, Other · $2.3 million AUMState registeredNo commissions reportedRs Asset Management, LLC5731 Silverstone Ter, Suite 280 · Colorado Springs, CO 80919 · (719) 219-8444 · Financial planningCRD 157768 · % of assets, Hourly charges, Fixed fees · $107.2 million AUMSEC registeredNo commissions reportedSeamount Financial Group INC90 So Cascade Avenue, Suite 970 · Colorado Springs, CO 80903 · (719) 471-1171 · Financial planningCRD 107834 · % of assets, Hourly charges, Fixed fees · $745.2 million AUMSEC registeredNo commissions reportedSeason Investments, LLC102 S Tejon St, #750 · Colorado Springs, CO 80903 · (719) 528-8400 · Financial planningCRD 158070 · % of assets, Fixed fees, Performance-based fees · $159.7 million AUMSEC registeredNo commissions reportedSummit Wealth Group13710 Struthers Road, Suite 115 · Colorado Springs, CO 80921 · (719) 633-4033 · Financial planningCRD 335242 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedTargeted Wealth Solutions1755 Telstar Dr, 3rd Floor · Colorado Springs, CO 80920 · (303) 800-8179 · Financial planningCRD 282131 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reportedUnity Wealth Strategies2301 E Pikes Peak Ave · Colorado Springs, CO 80910 · (719) 602-1221 · Financial planningCRD 332777 · % of assets, Hourly charges, Fixed fees · $8.5 million AUMState registeredNo commissions reported