Local Pros · Castle Rock
Local Financial Advisors in Castle Rock, CO
Locally owned and operated financial advisors serving Castle Rock and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Castle Rock, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is McGregor Wealth Management with a 5.0-star rating from 12 Google reviews and an RNM Score of 72/100. Also in the top tier: Jackson Wealth Management and Castle Rock Investment Company. The average rating across all listed financial advisors in Castle Rock is 5 stars from 3 reviews per business on average.
Financial advisors in Castle Rock typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 12 Google reviews in Castle Rock.
757 Maleta Ln #204, Castle Rock, CO 80108, USAConsistently earns a perfect 5.0-star rating from local clients in Castle Rock.
115 Wilcox St Stuite 220, Castle Rock, CO 80104, USARated 5.0 stars from four Google reviews in Castle Rock.
115 Wilcox St Suite 220, Castle Rock, CO 80104, USAFinancial Advisors Rankings in Castle Rock, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | McGregor Wealth Management757 Maleta Ln #204, Castle Rock, CO 80108, USA | 5.0★ | 12 |
| #2 | Jackson Wealth Management115 Wilcox St Stuite 220, Castle Rock, CO 80104, USA | 5.0★ | 5 |
| #3 | Castle Rock Investment Company115 Wilcox St Suite 220, Castle Rock, CO 80104, USA | 5.0★ | 4 |
| #4 | Nielson Wealth Management425 Wilcox St Ste #120, Castle Rock, CO 80104, USA | 5.0★ | 2 |
| #5 | Northwestern Mutual - Castle Rock115 Wilcox St STE 253, Castle Rock, CO 80104, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Tyler C Roach18 S Wilcox St Ste 201, Castle Rock, CO 80104, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Angel M Kelchen, ChFC®|AAMS®202 Sixth St Ste 301H, Castle Rock, CO 80104, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Paul R Donahue, AAMS®514 Wilcox St, Castle Rock, CO 80104, USA | 5.0★ | 1 |
| #9 | Future Capital Management115 Wilcox St Suite 220, Office 308, Castle Rock, CO 80104, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Benjamin Hilzer202 Sixth St Ste 301H, Castle Rock, CO 80104, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Castle Rock
5.0 stars from 2 reviews, reflecting exceptional client satisfaction in Castle Rock.
425 Wilcox St Ste #120, Castle Rock, CO 80104, USA
Consistently earns a perfect 5.0-star rating from its local clients.
115 Wilcox St STE 253, Castle Rock, CO 80104, USA
Rated 5.0 stars from 2 Google reviews in Castle Rock.
18 S Wilcox St Ste 201, Castle Rock, CO 80104, USA
Rated 5.0 stars from a small number of Google reviews in Castle Rock.
202 Sixth St Ste 301H, Castle Rock, CO 80104, USA
Earns a perfect 5.0-star rating from its initial Google reviews.
514 Wilcox St, Castle Rock, CO 80104, USA
5.0-star rating from a handful of Google reviews in Castle Rock.
115 Wilcox St Suite 220, Office 308, Castle Rock, CO 80104, USA
Trusted by clients with a perfect 5.0-star rating from recent reviews.
202 Sixth St Ste 301H, Castle Rock, CO 80104, USA
This advisor has no online reviews yet, offering a clean reputation record.
118 S Wilcox St, Castle Rock, CO 80104, USA
This financial advisor in Castle Rock has no Google reviews yet.
900 Castleton Rd #122, Castle Rock, CO 80109, USA
This financial advisor in Castle Rock has not yet received any online reviews.
750 N Ridge Rd, Castle Rock, CO 80104, USA
Exceptional 5.0-star rating from three Google reviews.
509 Wilcox St, Castle Rock, CO 80104, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
7505 Village Square Dr Suite 205, Castle Pines, CO 80108, USA
Rated 5.0 stars from a small number of Google reviews in Castle Rock.
12900 Stroh Ranch Pl Suite 100, Parker, CO 80134, USA
Rated 5.0 stars from 2 Google reviews, reflecting strong client satisfaction.
20 Wilcox St Suite 106, Castle Rock, CO 80104, USA
Rated 5.0 stars from a handful of local Google reviews in Castle Rock.
1777 Botelho Dr #105, Walnut Creek, CA 94596, USA
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Financial Advisors in Castle Rock, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | McGregor Wealth Management | 72/100 | 5.0 ★ | 12 |
| 2 | Jackson Wealth Management | 68/100 | 5.0 ★ | 5 |
| 3 | Castle Rock Investment Company | 67/100 | 5.0 ★ | 4 |
| 4 | Nielson Wealth Management | 64/100 | 5.0 ★ | 2 |
| 5 | Northwestern Mutual - Castle Rock | 64/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Tyler C Roach | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Angel M Kelchen, ChFC®|AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Paul R Donahue, AAMS® | 62/100 | 5.0 ★ | 1 |
| 9 | Future Capital Management | 62/100 | 5.0 ★ | 1 |
| 10 | Edward Jones - Financial Advisor: Benjamin Hilzer | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Castle Rock
What is a fiduciary financial advisor and why does it matter in Castle Rock?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Castle Rock, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Castle Rock?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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