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Colorado Valley Wealth Managment

Financial Advisor serving Lamar, Colorado · 1 of 5 financial advisors in the area

📍 215, Main Street, Lamar, CO, 81052
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📍 215, Main Street, Lamar, CO, 81052

About Colorado Valley Wealth Managment

Colorado Valley Wealth Managment is a financial advisor located in Lamar, Colorado. As a local financial advisor, they serve Lamar and surrounding communities in Colorado. Contact them through ProHorizon for a free quote.

Financial professionals in Lamar should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lamar

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lamar may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lamar

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lamar?
Financial Advisors in Lamar typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Lamar?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 5 financial advisors in Lamar to choose from.
Does Colorado Valley Wealth Managment offer free quotes?
Contact Colorado Valley Wealth Managment directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lamar

Cash Tracks Financial

117, West Beech Street, Lamar, CO, 81052

Edward Jones

305, South 5th Street, Lamar, CO, 81052

Core Financial

111 West Parmenter Street, Lamar, CO, 81052

Core Financial Advisors, Inc

200 S 5th St, Lamar, CO 81052

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