Top Financial Advisors in Lakewood, CO

285 fee-only68 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Lakewood

Median Advisor Fee

Lakewood1.50%
National1.25%
20% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only81.4%
Includes Commission18.6%

Top Credentials

CFP68 advisors
CFA9 advisors

Frequently Asked Questions

How much does a financial advisor cost in Lakewood?

The median advisory fee in Lakewood, CO is 1.50% of assets under management. This is 20% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Lakewood?

There are 285 fee-only financial advisors in Lakewood, CO, representing 81.4% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Lakewood financial advisor?

The most common professional designation among Lakewood advisors is the CFP (Certified Financial Planner), held by 68 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

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