Discovering the precise monetary advisor in Colorado isn’t a straightforward job as a result of the choices can appear overwhelming. Benzinga saves you bother by offering you with a listing of high monetary advisors in Colorado. Learn on to find out about our high picks for finest companies, account minimums, price constructions and different vital details.
Greatest Robo-Advisor: M1 Finance
M1 Finance is an easy-to-use platform that means that you can make investments, borrow and spend your cash seamlessly. You’ll discover 4 main areas inside M1 Finance:
- M1 Make investments enables you to construct a customized portfolio of the funds and shares that you really want or select from 80 skilled portfolios. You can too put money into fractional shares and get computerized rebalancing.
- M1 Borrow enables you to borrow at a low fee, beginning at 2%.
- M1 Spend integrates your checking account so you can also make a direct deposit, switch cash and make transactions along with your debit card.
- M1 Plus prices $125 per yr. This account presents you all the above plus 1% annual share yield (APY) checking account, 1% cashback, a decrease base fee on the portfolio line of credit score and extra.
There isn’t any minimal account stability required to open an M1 Fundamental or Plus account.
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Greatest For
Customizable Robo Investing
Your free trial (a $31.25 worth) begins the date you enroll within the M1 Plus subscription, and ends 90 days after (“Free Trial”). Upon expiry of the Free Trial, your account is robotically billed an annual subscription price of $125 until you cancel underneath your Membership particulars within the M1 platform.
Greatest Portfolio Evaluation: Private Capital
Personal Capital is a well-liked digital asset administration service that additionally contains customized recommendation from financial planners. Its dashboard provides you a whole view of your cash so you’ll be able to monitor your price range and investments.
There are 2 methods you should use Private Capital:
- Private Capital’s free planning software enables you to handle your spending and property free of charge.
- Managed companies can provide you tax-saving methods and plans to attain your short- and long-term targets. You’ll want to use with a $100,000 minimal account stability. There’s a 0.89% account administration price which might go as little as 0.49% in case your account stability is bigger.
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Pricing
Charges vary based mostly on deposit quantity and companies used
Greatest for Fiduciary Monetary Planning: Guidepost Monetary Planning LLC
Guidepost is a fee-only monetary planning agency with advisors who’ve over 15 years of expertise. The agency is a fiduciary which signifies that it’s obligated to place your funds first. It doesn’t earn any commissions for the investments it makes in your behalf.
Guidepost presents you companies equivalent to monetary planning, retirement planning, project-based planning and funding administration. The agency additionally offers recommendation on mortgages, budgeting and money stream points, 401(okay), 403(b) and different retirement applications, inventory choices, IRA, life and incapacity insurance coverage and extra.
GUIDEPOST FINANCIAL PLANNING
$23,500,000
- A share of property underneath your administration
- Hourly prices
- Fastened charges (aside from subscription charges)
No account minimal
- Monetary planning companies
Deal with
2601 SOUTH LEMAY UNIT #32FORT COLLINS CO, 80525
Greatest for Religion-Based mostly Planning: Fruitage Monetary
Fruitage Monetary is a wealth administration and monetary planning agency centered round religion and household. The agency’s advisor, James King, is a chartered monetary analyst (CFA) who focuses on a number of areas equivalent to monetary planning, monetary advising, retirement and 401(k) consulting.
The agency’s faith-based monetary safety planning strategy is designed that will help you do the next:
- Create short- and long-term targets to be sure to select solely the precise monetary services.
- Determine the hiccups that may have an effect on your monetary planning technique.
- Preserve an in depth eye in your plan to see that it meets your ever-changing wants.
- A share of property underneath your administration
- Hourly prices
- Fastened charges (aside from subscription charges)
No account minimal
- Monetary planning companies
- Pension consulting companies
- Collection of different advisers (together with non-public fund managers)
Greatest for Engineers and Expertise Professionals: OakTree Monetary Planning
OakTree Monetary Planning is a fee-only agency that gives monetary planning and portfolio administration for engineers and know-how professionals. The agency’s purchasers usually work at high-tech corporations equivalent to Amazon, Google, Hewlett-Packard, Schneider Electrical, Agilent Applied sciences, Keysight Applied sciences and Alcatel-Lucent.
OakTree’s companies embrace retirement, funding, insurance coverage, property and tax planning. The agency doesn’t require an account minimal however believes their companies and charges are extra applicable if in case you have over $1,000,000 of investable property.
OAKTREE FINANCIAL PLANNING, LLC
$34,048,000
- A share of property underneath your administration
- Hourly prices
- Fastened charges (aside from subscription charges)
No account minimal
- Monetary planning companies
Deal with
155 E. BOARDWALK SUITE 300FORT COLLINS CO, 80525
Greatest for Households and Small Enterprise House owners: Fletching Arrows Wealth Administration LLC
Fletching Arrows Wealth Administration, an advisory agency in Fort Collins, helps households and small companies with a variety of companies.
Fletching Arrows offers small enterprise assist with succession planning, tax administration, danger administration and retirement planning for you and your workers.
The agency can even assist people and households with wealth administration, legacy planning, funding planning, school planning, life insurance coverage and extra.
FLETCHING ARROWS WEALTH MANAGEMENT LLC
- A share of property underneath your administration
- Hourly prices
No account minimal
- Monetary planning companies
- Collection of different advisers (together with non-public fund managers)
Deal with
155 E. BOARDWALK DRIVE SUITE 400FORT COLLINS CO, 80525
Incessantly Requested Questions
Q
Can I speak to a monetary advisor free of charge?
A
Sure. The primary session with a monetary advisor is usually free.
Q
Do monetary advisors verify your credit score?
A
No. Monetary advisors solely verify your credit score in the event you particularly request assist in that space.
Q
Do I would like a monetary advisor for retirement?
A
Hiring a monetary advisor for retirement might be useful in the event you lack the time or ability to handle your funds by yourself. If you wish to plan for retirement, you’ll be able to even go for a robo-advisor — a less expensive different to a monetary advisor.
