Best Financial Advisors in Fort Collins, Colorado

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Finding the right financial advisor in Fort Collins isn’t an easy task because the options can seem overwhelming. 

Benzinga saves you the trouble by providing you with a list of top financial advisors in Fort Collins. Read on to learn about our top picks for best firms, account minimums, fee structures and other important facts.

Best Financial Advisors in Fort Collins Near You:

  • Best for Fiduciary Financial Planning: Guidepost Financial Planning
  • Best Robo-Advisor: M1 Finance
  • Best for Faith-Based Planning: Fruitage Financial
  • Best Mobile App: Betterment
  • Best for Engineers and Technology Professionals: OakTree Financial Planning
  • Best Portfolio Analysis: Personal Capital
  • Best for Families and Small Business Owners: Fletching Arrows Wealth Management
  • Best for Divorce Services: Long Green Planning Group

Best for Fiduciary Financial Planning: Guidepost Financial Planning LLC

Guidepost is a fee-only financial planning firm with advisors who have over 15 years of experience. The firm is a fiduciary which means that it’s obligated to put your finances first. It does not earn any commissions for the investments it makes on your behalf.

Guidepost offers you services such as financial planning, retirement planning, project-based planning and investment management. The firm also provides advice on mortgages, budgeting and cash flow issues, 401(k), 403(b) and other retirement programs, stock options, IRA, life and disability insurance and more.

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GUIDEPOST FINANCIAL PLANNING

GUIDEPOST FINANCIAL PLANNING

$23,500,000
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No account minimum
N/A
N/A
No
19
2
  • Financial planning services
Address

2601 SOUTH LEMAY UNIT #32 FORT COLLINS CO, 80525

Phone number

970-419-8212

Best For
Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance is an easy-to-use platform that allows you to invest, borrow and spend your money seamlessly. You’ll find 4 major areas within M1 Finance:

  • M1 Invest lets you build a custom portfolio of the funds and stocks that you want or choose from 80 expert portfolios. You can also invest in fractional shares and get automatic rebalancing.
  • M1 Borrow lets you borrow at a low rate, starting at 2%.
  • M1 Spend integrates your checking account so you can make a direct deposit, transfer money and make transactions with your debit card. 
  • M1 Plus costs $125 per year. This account offers you all of the above plus 1% annual percentage yield (APY) checking account, 1% cashback, a lower base rate on the portfolio line of credit and more. 

There is no minimum account balance required to open an M1 Basic or Plus account. 

Best for Faith-Based Planning: Fruitage Financial

Fruitage Financial is a wealth management and financial planning firm centered around faith and family. The firm’s advisor, James King, is a chartered financial analyst (CFA) who specializes in several areas such as financial planning, financial advising, retirement and 401(k) consulting.

The firm’s faith-based financial security planning approach is designed to help you do the following:

  • Create short- and long-term goals to make sure you choose only the right financial products and services.
  • Identify the hiccups that might affect your financial planning strategy.
  • Keep a close eye on your plan to see that it meets your ever-changing needs.

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FRUITAGE FINANCIAL LLC

FRUITAGE FINANCIAL LLC

$0
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No account minimum
1
N/A
No
33
2
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Address

,

Phone number

904-580-7526

Best For
ETF Investors

Best Mobile App: Betterment

Betterment is a great app if you’re looking for a platform that can help you seamlessly invest. The app lets you invest in a range of funds designed to help you make better returns for your level of risk. 

There are 2 options — Betterment Digital and Betterment Premium. 

  • Betterment Digital’s annual fee is 0.25% and requires no minimum balance. You can get personalized financial advice, low-cost globally diversified investment portfolios, automatic rebalancing, advanced tax-saving strategies and reliable customer support.
  • Betterment Premium’s annual fee is 0.40% and requires a minimum balance of $100,000. In addition to the benefits you get with the Digital plan, you also get comprehensive investment advice and unlimited access to CFP® professionals.

Best for Engineers and Technology Professionals: OakTree Financial Planning

OakTree Financial Planning is a fee-only firm that provides financial planning and portfolio management for engineers and technology professionals. The firm’s clients typically work at high-tech companies such as Amazon, Google, Hewlett-Packard, Schneider Electric, Agilent Technologies, Keysight Technologies and Alcatel-Lucent. 

OakTree’s services include retirement, investment, insurance, estate and tax planning. The firm does not require an account minimum but believes their services and fees are more appropriate if you have over $1,000,000 of investable assets.

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OAKTREE FINANCIAL PLANNING, LLC

OAKTREE FINANCIAL PLANNING, LLC

$34,048,000
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No account minimum
N/A
N/A
No
80
4
  • Financial planning services
Address

155 E. BOARDWALK SUITE 300 FORT COLLINS CO, 80525

Phone number

970-988-2044

Best For
High Net Worth Individuals

Best Portfolio Analysis: Personal Capital

Personal Capital is a popular digital asset management service that also includes personalized advice from financial planners. Its dashboard gives you a complete view of your money so you can track your budget and investments.

There are 2 ways you can use Personal Capital:

  • Personal Capital’s free planning tool lets you manage your spending and assets for free.
  • Managed services can give you tax-saving strategies and plans to achieve your short- and long-term goals. You’ll need to apply with a $100,000 minimum account balance. There is a 0.89% account management fee which can go as low as 0.49% if your account balance is larger.

Best for Families and Small Business Owners: Fletching Arrows Wealth Management LLC

Fletching Arrows Wealth Management, an advisory firm in Fort Collins, helps families and small businesses with a wide range of services. 

Fletching Arrows provides small business help with succession planning, tax management, risk management and retirement planning for you and your employees.

The firm can also help individuals and families with wealth management, legacy planning, investment planning, college planning, life insurance and more.

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FLETCHING ARROWS WEALTH MANAGEMENT LLC

FLETCHING ARROWS WEALTH MANAGEMENT LLC

$7,111,786
  • A percentage of assets under your management
  • Hourly charges
No account minimum
1
N/A
No
44
2
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

155 E. BOARDWALK DRIVE SUITE 400 FORT COLLINS CO, 80525

Phone number

970-488-1878

Best for Divorce Services: Long Green Planning Group

Long Green Planning Group is a locally-owned, independent financial services firm. In addition to investment management and wealth planning, the firm also provides professional divorce services. 

Long Green Planning Group offers:

  • Divorce planning
  • Divorce mediation
  • Attorney support
  • Post-divorce transition assistance

The firm’s certified divorce financial analyst (CDFA), a professional who has undergone advanced training to help individuals, couples, mediators and attorneys, offers financial expertise if you’re going through a divorce. 

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LONG GREEN FINANCIAL PLANNING, LLC

LONG GREEN FINANCIAL PLANNING, LLC

$0
  • Hourly charges
  • Fixed fees (other than subscription fees)
No account minimum
3
N/A
No
25
2
  • Financial planning services
Address

375 E HORSETOOTH ROAD BUILDING 3, SUITE 203 FORT COLLINS CO, 80525

Phone number

970-282-7526

Frequently Asked Questions

Q

Can I talk to a financial advisor for free?

1
Can I talk to a financial advisor for free?
asked
A
1

Yes. The first consultation with a financial advisor is typically free.

answered
Q

Do financial advisors check your credit?

1
Do financial advisors check your credit?
asked
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1

No. Financial advisors only check your credit if you specifically request help in that area.

answered
Q

Do I need a financial advisor for retirement?

1
Do I need a financial advisor for retirement?
asked
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1

Hiring a financial advisor for retirement can be helpful if you lack the time or skill to manage your finances on your own. If you want to plan for retirement, you can even opt for a robo-advisor — a cheaper alternative to a financial advisor.

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Choose the Right Financial Advisor in Fort Collins

Financial advisors use strategies that can help you make the most of your money. Make sure you ask financial advisors whether they are a fiduciary. If they are a fiduciary, it implies that they will put your interests first. It’s also good practice to consult at least 3 financial advisors to compare and decide which one is best for you. 

Methodology

To determine the top financial advisors in Fort Collins, we poured through all SEC-registered advisory firms that have an office in Fort Collins. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.