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We don't have financial advisors listed specifically in Fort Collins yet — these top-rated pros from Loveland serve your area and are available for calls and quotes today.
Pricing Guide · Fort Collins
Financial Advisors Cost in Fort Collins, CO — 2026 Price Guide
What should you pay for financial advisors in Fort Collins? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Fort Collins, CO by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Chris France, CFP®|AAMS® with a 5.0-star rating from 2 verified reviews. Also in the top tier: Peakview Wealth Management and Money Concepts Wealth Management and Financial Planning Center. The average rating across all listed financial advisors in Fort Collins is 4.9 stars from 22 reviews per business on average.
Financial advisors in Fort Collins 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
20
Businesses listed
4.9★
Avg rating
22
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Edward Jones - Financial Advisor: Chris France, CFP®|AAMS®
3850 N Grant Ave Suite 210, Loveland, CO 80538, USA
Peakview Wealth Management
3780 N Garfield Ave Unit 204, Loveland, CO 80538, USA
Money Concepts Wealth Management and Financial Planning Center
1419 W 29th St, Loveland, CO 80538, USA
Financial Advisors Rankings in Fort Collins, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Chris France, CFP®|AAMS®3850 N Grant Ave Suite 210, Loveland, CO 80538, USA | 5.0★ | 2 |
| #2 | Peakview Wealth Management3780 N Garfield Ave Unit 204, Loveland, CO 80538, USA | 5.0★ | 1 |
| #3 | Money Concepts Wealth Management and Financial Planning Center1419 W 29th St, Loveland, CO 80538, USA | 5.0★ | 2 |
| #4 | Keystone Financial Services4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA | 4.6★ | 9 |
| #5 | Edward Jones - Financial Advisor: Kevin A Flint, CFP®|ChFC®4184 St Cloud Dr #202, Loveland, CO 80538, USA | 5.0★ | 2 |
| #6 | Macdonald Financial Services4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA | 5.0★ | 205 |
| #7 | Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA®4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA | 5.0★ | 4 |
| #8 | Josh Dees - Private Wealth Advisor, Ameriprise Financial Services, LLC4025 St Cloud Dr STE 100, Loveland, CO 80538, USA | — | — |
| #9 | Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group290 E 25th St Suite 100, Loveland, CO 80538, USA | 5.0★ | 10 |
| #10 | Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group290 E 25th St Suite 200, Loveland, CO 80538, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Fort Collins
Keystone Financial Services
4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA
Edward Jones - Financial Advisor: Kevin A Flint, CFP®|ChFC®
4184 St Cloud Dr #202, Loveland, CO 80538, USA
Macdonald Financial Services
4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA
Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA®
4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA
Josh Dees - Private Wealth Advisor, Ameriprise Financial Services, LLC
4025 St Cloud Dr STE 100, Loveland, CO 80538, USA
Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group
290 E 25th St Suite 100, Loveland, CO 80538, USA
Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group
290 E 25th St Suite 200, Loveland, CO 80538, USA
Retirement Planning Center of the Rockies
700 W Eisenhower Blvd #130, Loveland, CO 80537, USA
TW Retirement Strategies & TW Wealth Management
750 W Eisenhower Blvd #300, Loveland, CO 80537, USA
Layman Lewis Financial Group
5401 Stone Creek Cir Unit 201, Loveland, CO 80538, USA
Edward Jones - Financial Advisor: Doug Rechkemmer, AAMS®
525 N Cleveland Ave, Loveland, CO 80537, USA
The Journey Financial Group
201 E 4th St #95, Loveland, CO 80537, USA
Edward Jones - Financial Advisor: Kailun L Hensley, AAMS®
1051 Eagle Dr, Loveland, CO 80537, USA
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Frequently Asked Questions — Financial Advisors in Fort Collins
What is a fiduciary financial advisor and why does it matter in Fort Collins?
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 Fort Collins, 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 Fort Collins?
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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