Find Top Financial Advisors Near Canon City, Colorado
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SENIOR TAX ADVISORY GROUP, INC.
Colorado Springs, Colorado
Senior Tax Advisory Group, Inc., based out of Colorado Springs, CO, is a small investment advisory firm dedicated to providing exceptional financial guidance and tax advisory services. With a team of two highly skilled professionals, they offer comprehensive wealth management solutions to individual clients and employers alike.
One of their experienced advisors, Kathleen Larouere, has been with the firm since 2022, bringing valuable expertise to the table. The company's primary focus lies in managing assets under management, which average an impressive $867,000,000 per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment with client goals.
Senior Tax Advisory Group, Inc. boasts a diverse client base of over 550 individuals, entrusted with over $50,087,000 in assets under management. Notably, over 80% of their managed assets consist of employer 401(k) plans or individual accounts. This demonstrates their high proficiency in effectively managing 401(k) plans for employers and employees alike.
The firm's approach to managing investments is characterized by discretion, as they handle 100% of the assets they manage. By combining their expertise in tax advisory services with their investment management capabilities, Senior Tax Advisory Group, Inc. strives to optimize financial outcomes for their clients.
Operating out of a single office, Senior Tax Advisory Group, Inc. is deeply committed to delivering personalized and tailored solutions that address their clients' unique financial needs and objectives. With their extensive knowledge and dedication to client success, they have established themselves as a trusted partner in financial and tax advisory services.
PEACE OF MIND FINANCIAL PLANNING, INC
Colorado Springs, Colorado
Peace Of Mind Financial Planning, Inc is a small investment advisory firm based out of Colorado Springs, CO. With a team of six employees, including three dedicated investment advisors, they provide personalized financial planning services to individuals and employer 401K plans. Known for their commitment to client satisfaction, Peace Of Mind Financial Planning, Inc manages a total of over $105,787,000 in assets under management.
The firm's investment advisors have an average of approximately $94,350,000 in assets under management per advisor, which aligns with the industry average. Their compensation structure is diverse, offering options such as a percentage of assets under management, hourly charges, and fixed fees to meet the unique needs of their clients.
Peace Of Mind Financial Planning, Inc's extensive experience in managing employer 401Ks and individual assets has earned them a reputable standing in the financial planning industry. With over 100 individual clients, they have demonstrated their expertise in helping individuals achieve their financial goals.
With their main office located in Colorado Springs, Peace Of Mind Financial Planning, Inc serves a diverse range of clients seeking comprehensive financial planning and investment advisory services. Linda Leitz and Danielle Parris-Exline, two of the longest tenured registered advisors with the firm, contribute their expertise and dedication to providing peace of mind to their clients.
BAUER WEALTH MANAGEMENT INC.
Colorado Springs, Colorado
Bauer Wealth Management Inc., headquartered in Colorado Springs, CO, is a reputable small investment advisory firm with a strong presence in the financial market. With over 70 individual clients and an impressive $103,579,000 in assets under management, they have established themselves as a trusted partner in wealth management.
As an investment advisory firm, Bauer Wealth Management Inc. caters to a diverse clientele, providing comprehensive financial services. While managing 401K and individual accounts comprises less than 30% of their assets under management, they possess the expertise to handle employer funds. Notably, an impressive 99% of the assets they manage are handled on a discretionary basis, demonstrating their commitment to making informed decisions on behalf of their clients.
The firm primarily focuses on managing the assets of high net worth individuals, ensuring their financial goals are met through strategic investment strategies. Bauer Wealth Management Inc.'s compensation structure offers various options, including a percentage of assets under management, ensuring alignment with their clients' interests.
With a team of three dedicated professionals, each providing investment advisory services, Bauer Wealth Management Inc. maintains an impressive average of approximately $34,530,000 in assets under management per investment advisor. The firm takes pride in the tenure and expertise of their advisors, with notable individuals like Chris Franz, Stephen Heitzmann, and Daniel Bauer having been part of the team for an extended period.
Bauer Wealth Management Inc. distinguishes itself through its commitment to delivering personalized financial guidance, a strong track record of success, and a client-centric approach that sets them apart in the industry.
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
Colorado Springs, Colorado
First Affirmative Financial Network LLC, headquartered in Colorado Springs, CO, is a reputable local investment advisory firm with a strong presence across eight offices. Committed to providing comprehensive financial solutions, they employ a team of 23 dedicated professionals, with 10 specializing in investment advisory services. With an average of $69,520,000 in assets under management per investment advisor, First Affirmative Financial Network LLC maintains a competitive standing within the industry.
The firm's compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' needs. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, showcasing their expertise in this realm. Impressively, 72% of the assets they oversee are managed at their discretion, emphasizing their sound judgment and expertise in investment decision-making.
With a substantial client base of over 990 individuals, First Affirmative Financial Network LLC manages an impressive $695,180,000 in assets. The firm boasts an esteemed roster of experienced advisors, including Stephen Siegel, George Gay, and James Horlacher, who have been with the company for an extended period, contributing to its success and reputation.
First Affirmative Financial Network LLC has established itself as a trusted partner for individuals and businesses seeking expert financial guidance. Their commitment to personalized service, extensive industry knowledge, and robust investment strategies positions them as a reliable choice for clients looking to achieve their financial goals.
CREDENTIALED WEALTH ADVISORS, LLC
Colorado Springs, Colorado
Credentialed Wealth Advisors, LLC is a reputable investment advisory firm located in Colorado Springs, CO. With two offices, the firm serves a diverse range of clients seeking expert financial guidance. With a total of six dedicated employees, four of whom specialize in investment advisory services, Credentialed Wealth Advisors, LLC ensures personalized attention to its clients' needs.
The firm's investment advisors manage an average of approximately $37,290,000 in assets under management per advisor, demonstrating their ability to handle substantial portfolios effectively. Credentialed Wealth Advisors, LLC offers a flexible compensation structure that includes options such as a percentage-based fee tied to assets under management and hourly charges, catering to the unique requirements of their clients.
Impressively, nearly half of the firm's assets under management come from employer 401Ks or individual accounts, indicating their expertise in this particular area. They have gained valuable experience in effectively managing these types of assets. Moreover, 61% of the assets under their management are discretionary, highlighting the trust placed in the firm's expertise and decision-making capabilities.
Credentialed Wealth Advisors, LLC proudly serves over 370 individual clients, managing a significant amount of assets totaling more than $149,141,000. The firm benefits from the experience and dedication of their long-tenured advisors, including Joseph Gebhart, Robert Chedester, and Julian Heron, who bring extensive knowledge and insight to their clients' financial strategies.
With a commitment to delivering personalized financial solutions and a focus on long-term client relationships, Credentialed Wealth Advisors, LLC has established itself as a trusted partner in helping clients navigate their financial journeys.
ENVOY ADVISORY INC.
Colorado Springs, Colorado
Envoy Advisory Inc., a reputable investment advisory firm, operates out of Colorado Springs, CO. With 15 dedicated employees, 11 of whom specialize in investment advisory services, Envoy Advisory offers a wealth of expertise and knowledge to their clientele. On average, each investment advisor manages approximately $46,030,000 in assets, demonstrating competence in handling substantial portfolios. The firm's compensation structure comprises various models, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs.
Boasting a sizable client base, Envoy Advisory serves over 1,600 individual clients, effectively overseeing a substantial $383,299,000 in assets under management. Remarkably, more than 80% of these assets consist of employer 401K plans or individual accounts, solidifying the firm's prowess in managing retirement savings for both employers and employees alike.
Envoy Advisory Inc. holds strong local roots, firmly establishing themselves within the Colorado Springs community. With two office locations, the firm ensures convenient accessibility for clients seeking their services. Notably, Envoy Advisory benefits from the experience and expertise of their longest tenured advisors, including James Hanley, Timothy Struck, and Bruce Bruinsma, who have consistently delivered exceptional guidance and stewardship to their clients over the years.
With their comprehensive knowledge, personalized service, and dedication to meeting the unique financial goals of their clients, Envoy Advisory Inc. stands as a trusted investment advisory firm, capable of providing expert assistance to individuals, employers, and their respective retirement plans.
BONFIRE FINANCIAL, LLC
Colorado Springs, Colorado
Bonfire Financial, LLC, a small investment advisory firm headquartered in Colorado Springs, CO, is dedicated to providing personalized financial guidance and investment management services. With a knowledge cutoff in 2021, Bonfire Financial, LLC has established a solid reputation over the years and currently serves more than 170 individual clients, managing a substantial portfolio of over $142,133,000 in assets. Notably, nearly half of their assets under management are sourced from employer 401Ks and individuals, showcasing their expertise in this area.
The firm distinguishes itself with a comprehensive compensation structure, offering various types of fees such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach ensures that clients can choose a payment option that aligns with their unique needs and preferences.
Bonfire Financial, LLC prides itself on its team of experienced professionals, with four dedicated employees, three of whom provide expert investment advisory services. Each investment advisor at the firm oversees an average of approximately $47,380,000 in assets under management, which falls in line with industry standards. Noteworthy among the team are Nicholas Coleman, Brian Colvert, and Rolla Colvert, who have demonstrated long-standing commitment and expertise within the firm.
By maintaining a focus on discretion and tailoring their services to individual client goals, Bonfire Financial, LLC aims to build lasting relationships and help their clients achieve financial success. With their proven track record and dedication to personalized guidance, Bonfire Financial, LLC is a trusted partner for individuals and organizations seeking professional investment advisory services in Colorado Springs and beyond.
CORUNDUM GROUP, INC.
Colorado Springs, Colorado
Corundum Group, Inc. is a reputable investment advisory firm based out of Colorado Springs, CO. With a team of 13 dedicated professionals, 11 of whom specialize in investment advisory services, they provide expert financial guidance to their clients. Known for their impressive track record, Corundum Group manages an average of $1,764,170,000 in assets per investment advisor, surpassing the industry standard. Their compensation structure is diverse, including a percentage of assets under management and performance-based fees, ensuring their interests align with their clients' success.
Boasting over 80 individual clients, Corundum Group handles a substantial portfolio of more than $1,298,984,000 in assets under management. Notably, all of the assets they oversee are discretionary, granting them full authority to make informed investment decisions on behalf of their clients. With two offices strategically located in Colorado Springs, the firm remains deeply connected to the local community.
Corundum Group, Inc. takes pride in their experienced team, with several advisors having established longstanding tenures at the firm. Ronald Johnson, Amanda Phillips-Desaverio, and Jill Johnson stand out as some of the most seasoned professionals, contributing their expertise and dedication to the success of their clients' financial goals.
With a commitment to excellence and a reputation for delivering exceptional results, Corundum Group, Inc. continues to be a trusted partner for individuals seeking expert investment advisory services in the Colorado Springs area.
RAMSAY STATTMAN VELA & PRICE INC
Colorado Springs, Colorado
Ramsay Stattman Vela & Price Inc is a prominent local investment advisory firm headquartered in Colorado Springs, CO, boasting two offices to serve their clientele effectively. With a dedicated team of five experienced professionals, Ramsay Stattman Vela & Price Inc exclusively specializes in providing top-notch investment advisory services.
With an impressive average of approximately $135,250,000 in assets under management per investment advisor, Ramsay Stattman Vela & Price Inc surpasses industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring flexibility for their diverse clientele.
While their focus extends beyond 401K and individual accounts, these make up less than 30% of their extensive assets under management. Ramsay Stattman Vela & Price Inc also possesses the expertise to effectively manage employer funds, offering comprehensive investment solutions.
99% of the assets managed by Ramsay Stattman Vela & Price Inc are discretionary, indicating a high level of trust placed in their experienced team. The firm primarily caters to high-net-worth individuals, managing assets for over 140 individual clients, amounting to an impressive $676,250,000 in assets under management.
Notably, Ramsay Stattman Vela & Price Inc prides itself on its team of seasoned advisors. Some of the longest-tenured professionals at the firm include Frederick Stattman, Philip Price, and Steven Vela, who bring a wealth of experience and expertise to their discerning clients.
Overall, Ramsay Stattman Vela & Price Inc stands out as a leading investment advisory firm in Colorado Springs, providing exceptional service, a solid track record, and an unwavering commitment to their clients' financial success.
SEASON INVESTMENTS, LLC
Colorado Springs, Colorado
Season Investments, LLC, a small investment advisory firm based out of Colorado Springs, CO, is dedicated to providing exceptional financial management services. With five total employees, Season Investments boasts a team of highly skilled professionals, three of whom specialize in investment advisory services. Their expertise and commitment to their clients have helped them achieve an impressive average of $135,400,000 in assets under management per investment advisor, surpassing the industry average.
Season Investments' compensation structure is designed to align their interests with their clients. They offer various types of fees, including a percentage of assets under management and performance-based fees. This ensures that their advisors are motivated to deliver superior results and maximize returns on their clients' investments.
With over 40 individual clients and a substantial $158,521,000 in assets under management, Season Investments has established a strong presence in the financial market. While 401K and individual accounts constitute less than 30% of their assets under management, Season Investments possesses the expertise and capability to manage employer funds as well. Notably, 87% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients.
The firm operates out of a single office in Colorado Springs, serving as a hub for their dedicated team. Season Investments takes pride in its long-standing advisors, including Logan Haag, David Houle, and Elliott Orsillo, who have contributed significantly to the firm's success. Their expertise, combined with Season Investments' commitment to delivering exceptional financial management, ensures that clients receive personalized and top-tier investment advice tailored to their unique goals and objectives.
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SEASON INVESTMENTS, LLC
Colorado Springs, Colorado
Season Investments, LLC, a small investment advisory firm based out of Colorado Springs, CO, is dedicated to providing exceptional financial management services. With five total employees, Season Investments boasts a team of highly skilled professionals, three of whom specialize in investment advisory services. Their expertise and commitment to their clients have helped them achieve an impressive average of $135,400,000 in assets under management per investment advisor, surpassing the industry average.
Season Investments' compensation structure is designed to align their interests with their clients. They offer various types of fees, including a percentage of assets under management and performance-based fees. This ensures that their advisors are motivated to deliver superior results and maximize returns on their clients' investments.
With over 40 individual clients and a substantial $158,521,000 in assets under management, Season Investments has established a strong presence in the financial market. While 401K and individual accounts constitute less than 30% of their assets under management, Season Investments possesses the expertise and capability to manage employer funds as well. Notably, 87% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients.
The firm operates out of a single office in Colorado Springs, serving as a hub for their dedicated team. Season Investments takes pride in its long-standing advisors, including Logan Haag, David Houle, and Elliott Orsillo, who have contributed significantly to the firm's success. Their expertise, combined with Season Investments' commitment to delivering exceptional financial management, ensures that clients receive personalized and top-tier investment advice tailored to their unique goals and objectives.
RS ASSET MANAGEMENT, LLC
Colorado Springs, Colorado
RS Asset Management, LLC, based out of Colorado Springs, CO, is a small investment advisory firm that specializes in providing investment advisory services. With a total of two dedicated employees, the company has established itself as a trusted advisor in the financial industry.
With an average of approximately $116,230,000 in assets under management per investment advisor, RS Asset Management is on par with the industry average. Their compensation structure is diverse, including a percentage of assets under management and performance-based fees, ensuring alignment with client goals.
RS Asset Management serves over 440 individual clients, managing a total of more than $114,872,000 in assets. Impressively, approximately half of their assets under management are from employer 401Ks or individuals, showcasing their expertise in this particular space.
Of the assets they manage, 58% are discretionary, reflecting the confidence their clients have in the firm's investment decisions.
With one office located in Colorado Springs, RS Asset Management caters to the local community and beyond. Two notable registered advisors, Sean Soulvie and William Roark, have been with the firm for an extended period, contributing their experience and expertise to the success of the company.
RS Asset Management, LLC prides itself on providing personalized investment advisory services to its clients, ensuring that their financial goals are understood and met. With a focus on professionalism, trust, and commitment, RS Asset Management strives to deliver exceptional results and build long-lasting relationships with its clients.
RAINSBERGER WEALTH ADVISORS
Colorado Springs, Colorado
Rainsberger Wealth Advisors, based out of Colorado Springs, CO, is a small investment advisory firm with a strong commitment to providing comprehensive wealth management solutions. With a team of seven dedicated professionals, they strive to deliver personalized financial guidance to their clients. Three of their skilled advisors specialize in investment advisory services, collectively managing an average of approximately $52,330,000 in assets under management per advisor, which aligns with the industry average.
Rainsberger Wealth Advisors serves a diverse client base, catering primarily to high-net-worth individuals, with over 180 individual clients and an impressive $302,618,000 in assets under management. While the majority of their managed assets are discretionary, they also possess the expertise to oversee employer funds, although 401(k) and individual accounts constitute less than 30% of their portfolio.
The firm offers a flexible compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the payment method that best suits their needs. Rainsberger Wealth Advisors' commitment to long-term relationships is evident through the presence of experienced advisors such as Brett Brownfield, Erik Aspelin, and Ellis Rainsberger, who have played pivotal roles in the firm's success.
Located in Colorado Springs, Rainsberger Wealth Advisors operates from a single office, providing a conducive environment for collaboration and client interaction. With their extensive industry knowledge and a client-centered approach, Rainsberger Wealth Advisors aims to empower individuals with the financial tools and strategies necessary to achieve their long-term goals.
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