Low Cost · Lakewood
Cheap Financial Advisors in Lakewood, CO — Best Prices
Compare financial advisors prices in Lakewood to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Lakewood, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is BAM Advisory Group with a 4.9-star rating from 65 Google reviews and an RNM Score of 79/100. Also in the top tier: WealthClarity | Capital Management and Complete Spectrum Financial Services, LLC.. The average rating across all listed financial advisors in Lakewood is 5 stars from 12 reviews per business on average.
Financial advisors in Lakewood 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.
Best Overall
Financial Security Management
This firm is consistently top-ranked in Lakewood for its comprehensive financial planning and strong client satisfaction.
Most Reviewed
Financial Security Management
A high number of reviews indicates broad client experience and trust, helping you gauge service reliability.
When choosing a financial advisor in Lakewood, verify their fiduciary status and fee structure, and consider scheduling initial consultations with at least two firms to compare their approach and communication style.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a 4.9-star rating from 65 reviews.
165 S Union Blvd STE 675, Lakewood, CO 80228, USARated 5.0 stars from over 30 Google reviews by clients in Lakewood.
1746 Cole Blvd STE 225, Lakewood, CO 80401, USALakewood financial advisor with a flawless 5.0★ rating from 38 reviews.
7990 W Alameda Ave, Lakewood, CO 80226, USAFinancial Advisors Rankings in Lakewood, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | BAM Advisory Group165 S Union Blvd STE 675, Lakewood, CO 80228, USA | 4.9★ | 65 |
| #2 | WealthClarity | Capital Management1746 Cole Blvd STE 225, Lakewood, CO 80401, USA | 5.0★ | 30 |
| #3 | Complete Spectrum Financial Services, LLC.7990 W Alameda Ave, Lakewood, CO 80226, USA | 5.0★ | 38 |
| #4 | Edward Jones - Financial Advisor: Joshua T Caucutt, CFP®710 Kipling St STE 407, Lakewood, CO 80215, USA | 5.0★ | 2 |
| #5 | AlignPoint Wealth - Financial Advisor Lakewood355 S Teller St STE 200, Lakewood, CO 80226, USA | 5.0★ | 3 |
| #6 | Gaia Wealth Management10600 W Alameda Ave Suite 200, Lakewood, CO 80226, USA | 4.9★ | 19 |
| #7 | JH Advisers550 S Wadsworth Blvd #401, Lakewood, CO 80226, USA | 5.0★ | 17 |
| #8 | Summit Wealth Group141 Union Blvd #270, Lakewood, CO 80228, USA | 5.0★ | 15 |
| #9 | The Guardian Group1819 Denver W Dr Suite 205, Lakewood, CO 80401, USA | 4.9★ | 16 |
| #10 | Financial Security Management2535 S Lewis Way STE 201, Lakewood, CO 80227, USA | 4.7★ | 14 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lakewood
5.0-star rating from 2 Google reviews for a Lakewood financial advisor.
710 Kipling St STE 407, Lakewood, CO 80215, USA
Rated 5.0 stars from three glowing Google reviews for trusted financial guidance.
355 S Teller St STE 200, Lakewood, CO 80226, USA
Trusted by clients with a 4.9-star rating from 19 reviews.
10600 W Alameda Ave Suite 200, Lakewood, CO 80226, USA
Clients consistently award a perfect 5.0-star rating across numerous reviews in Lakewood.
550 S Wadsworth Blvd #401, Lakewood, CO 80226, USA
Exceptional 5.0-star rating from 15 glowing Google reviews for financial advice.
141 Union Blvd #270, Lakewood, CO 80228, USA
Earns exceptional 4.9-star ratings from over a dozen client reviews in Lakewood.
1819 Denver W Dr Suite 205, Lakewood, CO 80401, USA
4.7 stars from 14 reviews reflects consistent client satisfaction.
2535 S Lewis Way STE 201, Lakewood, CO 80227, USA
Exceptional 5.0-star rating from 3 Google reviews in Lakewood, CO.
870 Kipling St A, Lakewood, CO 80215, USA
Exceptional 5.0-star rating based on 2 glowing Google reviews.
215 Union Blvd # 215, Lakewood, CO 80228, USA
5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
165 S Union Blvd Ste 705, Lakewood, CO 80228, USA
5.0-star rating from 2 Google reviews, reflecting exceptional client satisfaction.
225 Union Blvd #150, Lakewood, CO 80228, USA
5.0-star rating from a handful of Google reviews in Lakewood, CO.
825 Simms St, Lakewood, CO 80401, USA
Rated 5.0 stars from a handful of Google reviews in Lakewood.
141 Union Blvd #470, Lakewood, CO 80228, USA
Highly rated with a perfect 5.0-star score from local clients.
12596 W Bayaud Ave # 380, Lakewood, CO 80228, USA
Earns a perfect 5.0-star rating from its customers in Lakewood.
445 Union Blvd Suite 305, Lakewood, CO 80228, USA
Rated 5.0 stars from a handful of Google reviews in Lakewood.
550 S Wadsworth Blvd, Lakewood, CO 80226, USA
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Financial Advisors in Lakewood, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | BAM Advisory Group | 79/100 | 4.9 ★ | 65 |
| 2 | WealthClarity | Capital Management | 80/100 | 5.0 ★ | 30 |
| 3 | Complete Spectrum Financial Services, LLC. | 78/100 | 5.0 ★ | 38 |
| 4 | Edward Jones - Financial Advisor: Joshua T Caucutt, CFP® | 64/100 | 5.0 ★ | 2 |
| 5 | AlignPoint Wealth - Financial Advisor Lakewood | 66/100 | 5.0 ★ | 3 |
| 6 | Gaia Wealth Management | 73/100 | 4.9 ★ | 19 |
| 7 | JH Advisers | 74/100 | 5.0 ★ | 17 |
| 8 | Summit Wealth Group | 73/100 | 5.0 ★ | 15 |
| 9 | The Guardian Group | 72/100 | 4.9 ★ | 16 |
| 10 | Financial Security Management | 68/100 | 4.7 ★ | 14 |
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 Lakewood
What is a fiduciary financial advisor and why does it matter in Lakewood?
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 Lakewood, 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 Lakewood?
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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