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Financial Planners in Frederick, CO: 2026 rankings

186 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Frederick: 20/20 Tax Resolution, RFA Score 74/100; 4.8★ from 892 Google reviews.

  2. 49

    Most-reviewed: Elevations Credit Union, 150 Google reviews at 3.4★, the most of 186 ranked after 20/20 Tax Resolution; ranked #49.

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

186 Frederick financial planners are ranked here by RFA Score, from eight published factors. 44 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.5★ across 186 rated firms.

Top 10 financial planners in Frederick 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 planners in Frederick at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
120/20 Tax Resolution744.8★ (892)Broomfield, 17 mi away—Top score
2LBS TAXES685.0★ (46)Longmont, 10 mi away——
3Andrea Romero - COUNTRY Financial Representative685.0★ (100)Arvada, 22 mi away——
4Paramount Tax & Accounting CPA's Arvada675.0★ (93)Arvada, 22 mi away——
5InSight Financial Planners675.0★ (52)Boulder, 17 mi away——
6Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors665.0★ (24)Thornton, 7 mi away——
7MY Wealth Planners665.0★ (28)Longmont, 9 mi away——
8Elevations Credit Union664.2★ (106)Longmont, 11 mi awaySat—
9Wings Credit Union, previously Ent664.8★ (88)Greeley, 23 mi awaySat—
10Springbok Wealth Partners665.0★ (35)Westminster, 15 mi away——

All 186 financial planners in Frederick, 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 Frederick

    #1 20/20 Tax Resolution

    Based in Broomfield, 17 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 892 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 892 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    11800 Ridge Pkwy #400, Broomfield, CO 80021
    View profile for 20/20 Tax Resolution(877) 236-1212

  2. #2 LBS TAXES

    Based in Longmont, 10 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    325 3rd Ave, Longmont, CO 80501
    View profile for LBS TAXES(303) 827-3948

  7. #7 MY Wealth Planners

    Based in Longmont, 9 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    720 100 Year Party Ct Ste 300, Longmont, CO 80504
    View profile for MY Wealth Planners(303) 600-3757

  8. #8 Elevations Credit Union

    Based in Longmont, 11 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 106 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 106 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu–Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    777 21st Ave, Longmont, CO 80501
    View profile for Elevations Credit Union(303) 443-4672

  13. #13 Williamson & Co PC

    Based in Louisville, 15 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.5★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 64 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 McCaslin Blvd #205, Louisville, CO 80027
    View profile for Williamson & Co PC(303) 604-0829

  16. #16 APO Financial

    Based in Westminster, 17 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.6★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10155 Westmoor Dr Suite 125, Westminster, CO 80021
    View profile for APO Financial(720) 588-2000

  19. #19 Bloom Wealth Advisors

    Based in Boulder, 18 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1909 26th St Ste 1B, Boulder, CO 80302
    View profile for Bloom Wealth Advisors(303) 415-9122

  20. #20 FNBO

    Based in Longmont, 11 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.4★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2305 Main St, Longmont, CO 80501
    View profile for FNBO(303) 308-3838

  23. #23 Oliver Asset Management

    Based in Longmont, 11 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1729 Terry St, Longmont, CO 80501
    View profile for Oliver Asset Management(303) 485-7509

  24. #24 Maia Wealth

    Based in Denver, 24 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 47 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1331 17th St #800, Denver, CO 80202
    View profile for Maia Wealth(720) 644-8803

  25. #25 Suko Financial Group

    Based in Longmont, 6 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    4621 Prairie River Ct, Longmont, CO 80504
    View profile for Suko Financial Group(720) 515-0052

Financial planners 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 186 ranked financial planners here; the rest are on their profiles.

financial planners in Frederick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wings Credit Union, previously Ent644.5★ (64)22 mi
27CayDen Wealth Management645.0★ (20)16 mi
28Wings Credit Union, previously Ent644.5★ (21)12 mi
29Trailhead Wealth Management635.0★ (16)13 mi
30Triumph Capital Management635.0★ (18)15 mi
31Schad Agency634.8★ (22)16 mi
32Momentum Financial Planning LLC635.0★ (11)10 mi
33FNBO634.1★ (26)11 mi
34Elevations Credit Union634.1★ (41)15 mi
35Linda DeLano - COUNTRY Financial Representative634.8★ (21)17 mi
36Valorem Financial634.8★ (30)22 mi
37Wings Credit Union, previously Ent634.0★ (50)16 mi
38Edelman Financial Engines625.0★ (11)13 mi
39Whitmore Legacy Team - COUNTRY Financial Representative624.9★ (29)23 mi
40UMB Bank (with drive-thru services)623.3★ (24)7 mi
41myWealthBeing625.0★ (22)23 mi
42Elevations Credit Union623.4★ (88)11 mi
43Simmons Investment Management625.0★ (7)11 mi
44Kyle Kinsinger - Thrivent625.0★ (22)23 mi
45FNBO623.5★ (26)11 mi
46First Western Trust Bank Denver624.6★ (31)24 mi
47FNBO623.6★ (45)14 mi
48Elevations Credit Union613.4★ (72)12 mi
49Elevations Credit Union613.4★ (150)14 mi
50Bank of America (with Drive-thru ATM)613.6★ (38)14 mi

Also serving Frederick

20 more financial planners 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 planners serving Frederick
BusinessGoogle ratingDistance
AMG National Trust5.0★ (2)19 mi
Boulder Wealth Advisors5.0★ (2)18 mi
Boulder, CO Branch Office - UBS Financial Services Inc.5.0★ (2)19 mi
Brightside Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)19 mi
Campus Financial Partners5.0★ (11)In Frederick
Dee Jones Financial Solutions LLCIn Frederick
Fetch Your Wealth5.0★ (2)17 mi
First Western Trust Bank Broomfield5.0★ (2)15 mi
Flatirons Wealth Management:Steve Zakelj3.0★ (2)17 mi
Future Finance UniversalIn Frederick
Hattig Financial Company5.0★ (2)9 mi
Hinman Financial Planning, Inc.5.0★ (2)7 mi
Intelligent Investing5.0★ (2)22 mi
Jeff Schuchard - Thrivent3.0★ (2)13 mi
Kristen Pia Financial Coaching, LLC5.0★ (1)In Frederick
Rocky Mountain Financial Solutions Inc.5.0★ (2)6 mi
Ryakai Asset Management5.0★ (2)20 mi
Sawyer Financial5.0★ (2)9 mi
Vivant Financial Services5.0★ (2)10 mi
Wings Credit Union, previously Ent3.0★ (2)12 mi

How we ranked Frederick financial planners

We scored 186 Frederick financial planners 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 Frederick 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Frederick: frequently asked questions

Which financial planner has the highest RFA Score in Frederick?

By RFA Score, the highest-ranked financial planner in Frederick, CO is 20/20 Tax Resolution with an RFA Score of 74/100. It has 4.8★ from 892 Google reviews. LBS TAXES (#2) and Andrea Romero - COUNTRY Financial Representative (#3) follow. We ranked 186 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Frederick?

RankedFinancialAdvisors ranks 186 financial planners serving Frederick, CO. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Frederick work on weekends?

44 of 186 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Elevations Credit Union (#8), Wings Credit Union, previously Ent (#9) and Wings Credit Union, previously Ent (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Frederick financial planners have?

The median Google rating among 186 rated financial planners in Frederick is 4.5★, with a median of 16 reviews. 20/20 Tax Resolution has the most, 892 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 planners?

Each financial planner 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 planners outside Frederick count in this ranking?

Yes, if they are within 25 mi of the Frederick city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Frederick ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Frederick 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 planners 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 Frederick

  1. November 2026: RFA Scores recalculated for 186 financial planners serving Frederick.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Frederick pages