Top Financial Advisors in Longmont, CO

49 fee-only22 CFP certifiedMedian fee: 1.15% on $500K

Top Advisors in Longmont

Median Advisor Fee

Longmont1.15%
National1.15%
0% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only73.1%
Includes Commission26.9%

Top Credentials

CFP22 advisors
CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Longmont?

The median advisory fee in Longmont, CO is 1.15% of assets under management. This is 0% below the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Longmont?

There are 49 fee-only financial advisors in Longmont, CO, representing 73.1% 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 Longmont financial advisor?

The most common professional designation among Longmont advisors is the CFP (Certified Financial Planner), held by 22 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.

Nearby Cities

Top 67 Financial Advisors in Longmont, CO (2026) | TrueAdvisor