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SCHWAB WEALTH ADVISORY, INC.

Financial Advisor serving Lone Tree, Colorado · 1 of 15 financial advisors in the area

📍 9800 SCHWAB WAY, LONE TREE, CO 80124
📞 (415) 667-••••
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📍 9800 SCHWAB WAY, LONE TREE, CO 80124

About SCHWAB WEALTH ADVISORY, INC.

SCHWAB WEALTH ADVISORY, INC. is a financial advisor located in Lone Tree, Colorado. As a local financial advisor, they serve Lone Tree and surrounding communities in Colorado. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lone Tree 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 Lone Tree

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 Lone Tree may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lone Tree

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 Lone Tree?
Financial Advisors in Lone Tree 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 Lone Tree?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 15 financial advisors in Lone Tree to choose from.
Does SCHWAB WEALTH ADVISORY, INC. offer free quotes?
Contact SCHWAB WEALTH ADVISORY, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lone Tree

Fidelity Investments

9185, East Westview Road, Lone Tree, CO, 80124

Charles Schwab

Schwab Way, Lone Tree, CO

Hutton Wealth Management Services, LLC

10526 Lieter Pl, Lone Tree, CO 80124

Pillar Wealth Management of Colorado LLC

7706 Lebrun Ct, Lone Tree, CO 80124

CHARLES SCHWAB & CO., INC.

9800 SCHWAB WAY, LONE TREE, CO 80124

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

9800 SCHWAB WAY, LONE TREE, CO 80124