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Same-Day Financial Advisors in Castle Rock, CO
Can't wait a week? These financial advisors in Castle Rock offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Castle Rock, CO by verified customer ratings and review volume. The highest-rated is McGregor Wealth Management with a 5.0-star rating from 12 verified reviews. Also in the top tier: Jackson Wealth Management and Castle Rock Investment Company. The average rating across all listed financial advisors in Castle Rock is 5 stars from 3 reviews per business on average.
Financial advisors in Castle Rock typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
McGregor Wealth Management
757 Maleta Ln #204, Castle Rock, CO 80108, USA
Jackson Wealth Management
115 Wilcox St Stuite 220, Castle Rock, CO 80104, USA
Castle Rock Investment Company
115 Wilcox St Suite 220, Castle Rock, CO 80104, USA
Financial Advisors Rankings in Castle Rock, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | McGregor Wealth Management757 Maleta Ln #204, Castle Rock, CO 80108, USA | 5.0★ | 12 |
| #2 | Jackson Wealth Management115 Wilcox St Stuite 220, Castle Rock, CO 80104, USA | 5.0★ | 5 |
| #3 | Castle Rock Investment Company115 Wilcox St Suite 220, Castle Rock, CO 80104, USA | 5.0★ | 4 |
| #4 | Fidelis Wealth Advisors20 Wilcox St Suite 106, Castle Rock, CO 80104, USA | 5.0★ | 2 |
| #5 | Nielson Wealth Management425 Wilcox St Ste #120, Castle Rock, CO 80104, USA | 5.0★ | 2 |
| #6 | Northwestern Mutual - Castle Rock115 Wilcox St STE 253, Castle Rock, CO 80104, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Benjamin Hilzer202 Sixth St Ste 301H, Castle Rock, CO 80104, USA | 5.0★ | 1 |
| #8 | U.S. Bancorp Advisors - Financial Advisors: Castle Rock750 N Ridge Rd, Castle Rock, CO 80104, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Angel M Kelchen, ChFC®|AAMS®202 Sixth St Ste 301H, Castle Rock, CO 80104, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Paul R Donahue, AAMS®514 Wilcox St, Castle Rock, CO 80104, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Castle Rock
Fidelis Wealth Advisors
20 Wilcox St Suite 106, Castle Rock, CO 80104, USA
Nielson Wealth Management
425 Wilcox St Ste #120, Castle Rock, CO 80104, USA
Northwestern Mutual - Castle Rock
115 Wilcox St STE 253, Castle Rock, CO 80104, USA
Edward Jones - Financial Advisor: Benjamin Hilzer
202 Sixth St Ste 301H, Castle Rock, CO 80104, USA
U.S. Bancorp Advisors - Financial Advisors: Castle Rock
750 N Ridge Rd, Castle Rock, CO 80104, USA
Edward Jones - Financial Advisor: Angel M Kelchen, ChFC®|AAMS®
202 Sixth St Ste 301H, Castle Rock, CO 80104, USA
Edward Jones - Financial Advisor: Paul R Donahue, AAMS®
514 Wilcox St, Castle Rock, CO 80104, USA
Future Capital Management
115 Wilcox St Suite 220, Office 308, Castle Rock, CO 80104, USA
Edward Jones - Financial Advisor: Tyler C Roach
18 S Wilcox St Ste 201, Castle Rock, CO 80104, USA
Edward Jones
118 S Wilcox St, Castle Rock, CO 80104, USA
Edward Jones - Financial Advisor: Kaytie Carabello, CRPC™
900 Castleton Rd #122, Castle Rock, CO 80109, USA
Makkai Capital Management
509 Wilcox St, Castle Rock, CO 80104, USA
Castle Rock Wealth Management, LLC
1777 Botelho Dr #105, Walnut Creek, CA 94596, USA
Edward Jones - Financial Advisor: Robyn Goodenow, CFP®|ChFC®
12900 Stroh Ranch Pl Suite 100, Parker, CO 80134, USA
Edward Jones - Financial Advisor: Rachel Goodman
7505 Village Square Dr Suite 205, Castle Pines, CO 80108, USA
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Frequently Asked Questions — Financial Advisors in Castle Rock
What is a fiduciary financial advisor and why does it matter in Castle Rock?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Castle Rock, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Castle Rock?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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