How many financial advisors are in Monument, Colorado?

Falists lists 6 registered investment advisers with a principal office or filing address in Monument, Colorado, based on public SEC IAPD data.

How do financial advisors in Monument charge fees?

Fee structures vary by firm. In Monument, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Monument?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Colorado · 6 advisers

Financial Advisors in Monument, Colorado

Looking for a financial advisor in Monument, Colorado? Falists indexes 6 SEC-registered and state-registered investment advisers in Monument — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $2.21B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.21B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts4 Retirement3 Institutional3

Top advisors in Monument

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

ADVISORS ASSET MANAGEMENT, INC.

Monument, CO

AUM

$2.21B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

42 advisors

Clients

Fees

Percentage of AUM

719-488-9956

Full profile Visit site →

FINANCIAL ACTION, INC.

Monument, CO

AUM

$100.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

719-357-7189

Full profile Visit site →

ARKENSTONE FINANCIAL, LLC

Monument, CO

AUM

$97.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

719-559-1919

Full profile Visit site →

MODERN FINANCIAL

Monument, CO

AUM

$35.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

808-341-0103

Full profile Visit site →

ADVANCED WEALTH ADVICE

Monument, CO

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

719-425-9770

Full profile Visit site →

THE REAL ESTATE WHISPERER(R)

Monument, CO

AUM

—

Financial Planning

Team

1 advisors

Clients

1-10

Fees

Fixed fees

925-746-9220

Full profile Visit site →

More cities in Colorado

Denver (389)Greenwood Village (65)Boulder (60)Colorado Springs (59)Englewood (28)Fort Collins (28)Centennial (20)Littleton (20)Lakewood (14)Highlands Ranch (12)Durango (11)Louisville (11)

Common questions

How many financial advisors are in Monument, Colorado?: 6 registered investment advisers are listed in our Monument directory, sourced from public SEC filings.
What types of advisors are in Monument?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Monument?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.