Top Financial Advisors in Colorado Springs, CO

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Fee-only The Corundum Group, Inc. is situated in west Colorado Springs and employs a small staff of financial advisors. The firm was once an independent operation, but it is now the wealth management division of Central Bancorp, Inc. There are no listed advisory certifications across the team at this firm. There are no account balance minimums.

Over half of The Corundum Group's clients are individuals beneath the high-net-worth threshold. However, the firm does work with its fair share of high-net-worth individuals who, according to its Form ADV, usually have more than $1 million of investable assets. Other typical clients of the firm include trusts, foundations, retirement plans, partnerships and non-profit organizations.

Three distinct offerings combine to form the advisory services at The Corundum Group: personal wealth management, family office services and custom retirement plan management. The firm provides standard, risk-adjusted investment management as well.

In conjunction with the holistic nature of the client-advisor relationship described above, Corundum utilizes a wide range of securities. Principal among these are equities, including those of large-, mid-and small-size companies in both the domestic and international markets. Corundum's fixed-income strategies may use corporate bonds, private debt securities, municipal bonds and U.S. government securities.

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First Affirmative Financial Network is a fee-based firm and a subsidiary of Folio Parent, meaning it’s part of a larger network of companies and advisors. Certain advisors can receive compensation from the sale of insurance products to clients. While this presents a potential conflict of interest, the firm's fiduciary duty legally requires it to act in clients' best interests.

First Affirmative Financial Network, LLC is unique in that much of its focus is on sustainable investing. This investing style is built on the belief that the way it invests and uses your money has a direct correlation to the future of the environment and the world.

The most common investments this firm uses are exchange-traded funds (ETFs), mutual funds and separate account managers, with your risk tolerance and goals informing the firm’s final decision on where to allocate your assets. Rebalancing is another pillar that First Affirmative relies on to ensure your portfolio maintains its target asset allocation.

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Envoy Advisory Inc. is a fee-only firm based in Colorado Springs, Colorado. They specialize in providing financial advising services to a range of clients, primarily faith-based ministers. Their services include ERISA and non-ERISA Employer-Sponsored Retirement Plans, as well as individuals with qualified and nonqualified accounts. The firm is fee-only and doesn't require a minimum asset amount in order to work with them. 

The investment strategies employed by Envoy Advisory encompass a range of approaches to ensure optimal portfolio performance. These strategies include Strategic Asset Allocation using the Modern Portfolio Theory approach, which aims to create a diversified portfolio tailored to each client's specific needs. Additionally, Tactical Asset Allocation is utilized to effectively manage market volatility.??

Envoy Advisory employs a diverse range of investment methodologies, including principles of Modern Portfolio Theory, mean-variance optimization, fundamental, charting, technical, and cyclical analysis. This comprehensive approach allows for a thorough analysis of investment opportunities.??The firm focuses on long-term investing with a strong emphasis on minimizing risk. Rebalancing is conducted on a periodic basis, typically semi-annually, to ensure that the portfolio remains aligned with the client's investment objectives.

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Seamount Financial Group, Inc. is a fee-based firm that requires an account minimum of $500,000. It also has sister offices located in Orange, California and Scottsdale, Arizona. Advisors with Seamount may offer you insurance policies to go along with your investment plans. While this could result in financial gain for the advisors, they are fiduciaries, meaning they’re bound by the law to act in your best interest.

Prospective clients who are interested in cash flow management, risk management, wealth management, higher education planning, retirement planning and estate planning will find all of these services available at Seamount.

If there are parts of your current financial life that you like and want to continue to implement, Seamount Financial Group will provide strategies to try work with those needs. However, Seamount also approaches your financial management situation critically, with the assumption that everything can be improved upon. The firm’s specific suggestions are based on your risk tolerance and determined asset allocation.

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Altus Wealth Group, LLC is a fee-based firm that has a client base almost entirely filled with individuals. The firm is also known to have advisory relationships with high-net-worth individuals, foundations, trusts, estates, institutions and endowments. You'll need a minimum of $250,000 in investable assets to become a client.

Some of the advisors at Altus can earn commissions or extra compensation from the sale of insurance policies and/or specific securities. The firm is a fiduciary, though, so it is legally bound to act in clients' best interests at all times. Investment management and wealth planning are the core of this firm's advisory services. Altus' advisors can help clients formulate their portfolio, manage it and rebalance it. Wealth planning involves a much broader look at your financial life as a whole.

Based on your risk tolerance, time horizon and investment objectives, Altus Wealth Group will create a portfolio for you made up of exchange-traded funds (ETFs), mutual funds, individual securities and closed-end funds. By ascertaining your risk level, your advisor will be able to select investments that align with your lack or presence of risk aversion. The firm believes that this management of volatility should eventually lead to maximized returns for your risk tolerance.

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A fee-only and independently-owned firm, Petra Financial Advisors, Inc. has been around longer than all but one other firm on this list -- Rainsberger Wealth Advisors. About a third of Petra Financial Advisors’ clients are high-net-worth, while the rest are a combination of individuals and charitable organizations. The firm does not have a set account minimum, but rather a minimum annual fee of $7,500.

Between Dave Forbes, Petra’s founder, president, CEO and CCO, and the rest of the firm’s financial advisors, the advisory team averages nearly 20 years experience in the asset management business. Dave Forbes owns 80% of Petra, while advisor Jonathan Forbes claims the remaining 20%.

This firm specializes in multiple account types, with the most common being individual accounts, business accounts, trusts, pensions and profit-sharing plans. Petra also participates in pooled investing, meaning it adds together multiple clients’ assets to gain access to investments that might not otherwise be accessible to individual clients.

Petra Financial Advisors, Inc. breaks down its investor process very succinctly. The first step is an “alignment conversation.” There’s then a 30-day to 90-day financial planning phase, a one-year financial planning phase and, ultimately, a “lasting relationship” that entails rebalancing your assets and reevaluating your goals.

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Intergy Private Wealth is a fee-based advisory firm that offers the services of portfolio management, third-party managers, financial planning, financial consulting and retirement plan consulting. As a fee-based firm, its advisors may earn a commission for the sale and recommendation of certain securities. This could create a potential conflict of interest but the firm and its advisors are bound by a fiduciary duty to put the client's needs first. 

The firm works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, profit-sharing plans, corporations, LLC's and other business entities. There is no minimum account requirement to work with them. 

The investment strategy for a client of Intergy is going to be tailored to the needs of that individual client. The portfolio for any client may involve investing in one or more of individual stocks, bonds, ETFs, options and mutual funds.

Best Life Infiinity is a fee-only firm that offers a variety of services to individuals, families and high-net-worth individuals with more than $1 million in investable assets. These services include investment management, financial planning, and military survivor benefits. The group of survivors from fallen military heroes or combat veterans is pretty unique and helps the firm stand out for a specific niche. 

This is the newest firm on the list, which also happens to have the least amount of assets under management (AUM). The firm is more mission-driven than AUM driven at this point in time, making them a unique option for the right investor. They do have the lowest client count per staffed advisor on this list, which is another benefit to clients looking for more personal attention. 

The firm uses a variety of investment strategies to analyze a portfolio as well as to determine which assets each client should invest into. These strategies may include passive investment management, active investment management, preservation of income, long-term growth, short-term growh, options strategies and third-party models. Actual investments may include ETFs, mutual funds, ETNs, equities and bonds. 

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Bauer Wealth Management (also known as Bauer Heitzmann) is a fee-only firm that works with individuals, high-net-worth individuals, ultra-high-net worth families, trusts, estates, small businesses, corporations, chartiable organizations and other businesses. The firm requires a larger minimum investment size than other firms on the list as they focus on offering wealth management services. Other advisory services include cash flow based planning, portfolio management, investment reporting, cash flow management and more. 

Fees at the firm vary depending on the service provided. Fees typically range from 0.50% to 1.5%. For financial planning, fees are based on the complexity of the client situation by typically range from $2,500 to $25,000 per client annually. Financial coaching is charged hourly, ranging from $250 to $500 per hour. Fees might be negotiable. 

The firm generally employs a long-term investment asset allocation and strategy for its clients. Each strategy depends on the client's individual financial goals. 

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Bonfire Financial is a fee-based firm that offers a variety of investment management and planning services that include wealth management, retirement plan advisory services, consulting services and more. The firm offers these services to a variety of clients that include indviduals, high-net-worth individuals, small business owners, pensions, trusts and retirement plans. 

The firm charges investment management fees based on an annual percentage of the assets under management (AUM) invested at the firm. These fees are billed monthly in advance on a pro-rata basis. The maximum fee charged for these services is 1.20%. 

The firm uses a variety of investment strategies for its clients that aims to each client a diversified portfolio consistent with the objectives of that client. The financial situation of each client is considered with investment choices as well as the client's risk tolerance, time horizon, financial horizon, liquidity needs and more.