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Financial Advisors in Fountain, CO: 2026 rankings

120 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fountain: Senior Tax Advisory Group, RFA Score 74/100; 4.9★ from 272 Google reviews.

  2. 10

    Most-reviewed: Wings Credit Union, previously Ent, 258 Google reviews at 4.2★, the most of 120 ranked after Senior Tax Advisory Group; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

120 Fountain financial advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 120 rated firms.

Top 10 financial advisors in Fountain at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Fountain at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Senior Tax Advisory Group744.9★ (272)Colorado Springs, 17 mi away—Top score
2EJC Insurance & Financial - Robert Edgin724.9★ (153)Colorado Springs, 17 mi away——
3Millennium Financial Group725.0★ (103)Colorado Springs, 14 mi away——
4Wings Credit Union, previously Ent714.0★ (188)FountainSat—
5Wings Credit Union, previously Ent714.2★ (227)Colorado Springs, 9 mi awaySat—
6Wings Credit Union, previously Ent704.1★ (216)Colorado Springs, 8 mi awaySat—
7Wings Credit Union, previously Ent704.2★ (228)Colorado Springs, 12 mi awaySat—
8First Command Financial Advisor - Hazel LePage695.0★ (41)Colorado Springs, 10 mi away——
9Wings Credit Union, previously Ent694.4★ (150)Colorado Springs, 15 mi awaySat—
10Wings Credit Union, previously Ent694.2★ (258)Colorado Springs, 16 mi awaySatMost reviews

All 120 financial advisors in Fountain, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Fountain

    #1 Senior Tax Advisory Group

    Based in Colorado Springs, 17 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 272 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 272 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6775 Rangewood Dr, Colorado Springs, CO 80918
    View profile for Senior Tax Advisory Group(719) 596-4844

  17. #17 W.N. Financial Solutions

    Based in Colorado Springs, 20 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1755 Telstar Dr #300, Colorado Springs, CO 80920
    View profile for W.N. Financial Solutions(719) 445-8211

  18. #18 Summit Wealth Group

    Based in Colorado Springs, 15 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2510 N Cascade Ave Ste 120, Colorado Springs, CO 80907
    View profile for Summit Wealth Group(719) 623-3550

  21. #21 Season Investments, LLC

    Based in Colorado Springs, 12 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    102 S Tejon St #750, Colorado Springs, CO 80903
    View profile for Season Investments, LLC(719) 528-8400

  22. #22 Envoy Financial

    Based in Colorado Springs, 16 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 36 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    5333 N Union Blvd Ste 200, Colorado Springs, CO 80918
    View profile for Envoy Financial(888) 879-1376

  25. #25 Integrity Wealth Advisors

    Based in Colorado Springs, 25 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 49 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    13540 Meadowgrass Dr Ste 100, Colorado Springs, CO 80921
    View profile for Integrity Wealth Advisors(719) 955-4801

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 120 ranked financial advisors here; the rest are on their profiles.

financial advisors in Fountain, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Tom Finneran, RICP®655.0★ (15)11 mi
27Northwestern Mutual654.4★ (26)12 mi
28nVest Advisors, LLC654.7★ (18)12 mi
29First Command Financial Advisor - Kyle Hashimoto655.0★ (12)10 mi
30First Command Financial Advisor - Adrian Moon655.0★ (13)11 mi
31Wings Credit Union, previously Ent654.3★ (19)10 mi
32UMB Bank654.5★ (19)13 mi
33Asbury Wealth Partners- Paul O'Hara, CFP®655.0★ (20)18 mi
34Phil Wilson - Edelman Financial Engines645.0★ (22)20 mi
35Baskin Financial Planning645.0★ (28)24 mi
36Alpine Bank644.4★ (16)12 mi
37Bank of America (with Drive-thru ATM)643.6★ (39)11 mi
38Agora Wealth Management644.7★ (12)13 mi
39Bonfire Financial644.8★ (17)17 mi
40First Command Financial Advisor - Alan Bridges, CFP®645.0★ (17)19 mi
41First Command Financial Advisor - Kayley Neri, RICP®635.0★ (16)19 mi
42First Command Financial Advisor - Christie George635.0★ (14)19 mi
43Edward Jones - Financial Advisor: Jennifer Oliverio, ChFC®|CEPA®|CRPC™635.0★ (6)10 mi
44Morgan Stanley Financial Advisors635.0★ (7)12 mi
45First Command Financial Advisor - Karyn Wejemark, CMFA™635.0★ (6)11 mi
46First Command Financial Advisor - Shauna Mitchell635.0★ (6)11 mi
47Harriette Jasper Investment Advisor Representative625.0★ (5)10 mi
48Confidence Financial Partners625.0★ (17)23 mi
49Integro Wealth Advisors625.0★ (9)16 mi
50First Command624.1★ (8)11 mi

Also serving Fountain

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Fountain
BusinessGoogle ratingDistance
Altihome Services5.0★ (2)13 mi
Altus Wealth Group LLC5.0★ (2)12 mi
Carrier Financial Services LLC5.0★ (2)13 mi
CenterPoint4.5★ (2)13 mi
Dale E Payne5.0★ (2)13 mi
Edward Jones - Financial Advisor: Chad M Glover4.0★ (2)16 mi
Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®|AAMS®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Mike Biehl, AAMS®|CRPC™5.0★ (2)16 mi
Edward Jones - Financial Advisor: Steven E Torgerson, CFP®|CEPA®|AAMS®5.0★ (2)18 mi
First Command5.0★ (2)10 mi
Intervest International Inc3.0★ (2)17 mi
J. V. Bruni and Company5.0★ (2)14 mi
More Than Your Money, Inc5.0★ (2)19 mi
n5.0★ (2)20 mi
Principal Financial GroupIn Fountain
Redd Financial Group Northwestern Mutual Colorado Springs5.0★ (2)13 mi
Scott M Hauser - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)20 mi
Vestigo Advisor Group5.0★ (2)10 mi
Wells Fargo Advisors4.5★ (2)12 mi
Wells Fargo Advisors3.0★ (2)13 mi

How we ranked Fountain financial advisors

We scored 120 Fountain financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fountain data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Fountain: frequently asked questions

Which financial advisor has the highest RFA Score in Fountain?

By RFA Score, the highest-ranked financial advisor in Fountain, CO is Senior Tax Advisory Group with an RFA Score of 74/100. It has 4.9★ from 272 Google reviews. EJC Insurance & Financial - Robert Edgin (#2) and Millennium Financial Group (#3) follow. We ranked 120 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fountain?

RankedFinancialAdvisors ranks 120 financial advisors serving Fountain, CO. 1 of them is based in Fountain; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Fountain work on weekends?

20 of 120 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Wings Credit Union, previously Ent (#4), Wings Credit Union, previously Ent (#5) and Wings Credit Union, previously Ent (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fountain financial advisors have?

The median Google rating among 120 rated financial advisors in Fountain is 5.0★, with a median of 10 reviews. Senior Tax Advisory Group has the most, 272 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Fountain count in this ranking?

Yes, if they are within 25 mi of the Fountain city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Fountain ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Fountain a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fountain

  1. November 2026: RFA Scores recalculated for 120 financial advisors serving Fountain.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Fountain pages