Top financial advisors in Commerce City, CO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Commerce City, CO, you might face decisions about investments, retirement, or tax planning that require clear, straightforward advice. A common pitfall is working with an advisor who overlooks how Colorado's flat income tax affects your overall strategy, leading to missed opportunities or unexpected tax bills.
- State tax insight. Confirm the advisor understands how Colorado's flat income tax simplifies or changes your planning compared to states with multiple tax brackets.
- Experience level. Look for advisors who can explain how their years in the field translate into handling local financial nuances.
- Fee structure clarity. Ask how flat-fee arrangements work and whether they align with your financial goals and transaction frequency.
- Firm size impact. Consider how working with advisors from large firms versus independent ones might affect the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David P
Series 66
Henderson, CO
IHT Wealth Management LLC
David Pocs offers expertise in concentrated stock management, options and derivatives strategies, and tax-loss harvesting, which can be valuable for managing investments and tax planning in Commerce City, CO. His firm, IHT Wealth Management LLC, employs a blended investment approach and provides flat-fee financial planning options, catering to a diverse client base including individuals and trusts, distinguishing him from advisors with different fee structures or investment focuses.
Experience: 20 years
Avg account: $282,075
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Gary D
Series 63, Series 66
Brighton, CO
OSAIC
Gary Dissette brings 35 years of experience and holds Series 63 and 66 credentials, making him well-equipped to navigate financial planning in Commerce City, CO, including understanding state tax implications. He operates within OSAIC, a large firm offering flat-fee structures up to $25,000, serving diverse clients with advanced investment tools, which may provide broader resources compared to smaller firms.
Experience: 36 years
Avg account: $398,336
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Thomas W
Series 63, Series 65
Brighton, CO
LPL Financial
Thomas Worth offers 20 years of experience in wealth management and retirement plans, with expertise in tax-loss harvesting that can help navigate Colorado's flat income tax. Operating from a large firm, LPL Financial, he provides flat-fee financial planning and consulting, which may suit clients seeking clear fee structures and access to extensive investment resources.
Experience: 20 years
Avg account: $399,489
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Rachel C
CFP®, Series 66
Denver, CO
OSAIC Institutions, INC.
Rachel Corpuz's 24 years of experience and CFP® certification equip her to navigate Commerce City's financial landscape, including Colorado's flat income tax. Working with OSAIC Institutions, a large firm, she offers flat-fee financial planning and consulting, blending fundamental and technical analysis with access to alternative investments, which may differ from advisors at smaller firms or with different fee structures.
Experience: 24 years
Avg account: $308,738
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Braulio C
Series 63, Series 65
Denver, CO
Merrill
Braulio Campana offers wealth management and general retirement planning services from a large firm, Merrill, which may provide robust resources for clients in Commerce City, CO. With designations like Series 63 and 65 and a focus on mid-career professionals and HENRY clients, he combines specialized expertise with a clear AUM fee structure of 1.10%, differentiating him from advisors at smaller firms or with different client focuses.
Experience: 2 years
Avg account: $860,085
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