Find a financial advisor in Aurora, CO

Find financial advisors in Aurora, CO

Find financial advisors in Aurora, CO

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Aurora, CO

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Aurora, CO

Clients agree: these Aurora financial advisors are highly rated for knowledge, experience, communication, and more.
Trilogy Financial

Trilogy Financial

New on Thervo
Offers online services
1 hire on Thervo
24+ years in business
Serves Aurora, CO
I have 20+ years of experience and I am an Accredited Investment Fiduciary. My team knows how to help you make actual progress toward your most important goals! Our firm is independent (meaning there is no ownership interest or quotas in any product or service) so our advice can always be unbiased. You only pay for what you need. If you only want fiduciary investment management, that's all you pay for. If you only want financial advice, accountability, and ongoing coaching, that's all you pay for. You can do either or both. We have virtually no minimum, so that almost anyone can afford to get started with us. Everything we do is personalized...
Books On Fire

Books On Fire

New on Thervo
Offers online services
6+ years in business
Serves Aurora, CO
Tax Professional / Financial Strategist for your business ▬ "Accountants are scary." ▬ "Oh, I'll worry about accounting later." ▬ "Taxes? It's next years problem.” ▬ ”I'll start a business, make money and then think about accounting.” As a business owner your goal is to help your customers and focus on growing your business. At Books on Fire we create opportunities for business owners to make it happen. You do what you love,we do the accounting. Hi :) I'm Tatyana. I'm your business tax professional and financial strategist. I spent some time working as bookkeeper, traditional accountant, as a tax preparer at the IRS and finally realized it...
Northwestern Mutual

Northwestern Mutual

New on Thervo
Offers online services
8+ years in business
Serves Aurora, CO
"Creating confidence through comprehensive planning" As a financial advisor, my mission is to help my clients achieve their most important goals by providing expert guidance for a lifetime of financial security. By partnering with individuals, families and business owners, we develop and implement strategic financial plans focusing on tax efficiencies, risk mitigation, investment diversification, and asset management. For additional information or to learn more about my specialties, send me a message or visit my website at

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Aurora financial advisors

Recent success stories from people in the Aurora area.
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