JIM SAULNIER & ASSOCIATES, LLC
SEC RegisteredYou Retire. We Do the Rest.™
About the firm
Jim Saulnier & Associates is an SEC Registered Investment Adviser located in Fort Collins, CO, helping people retire since 2003. The firm offers an extensive menu of retirement-related services priced à la carte, guided by their Secure Retirement Income Process™, refined over 20 years to help retirees manage retirement's numerous uncertainties.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Investment Management, Tax Planning, Income Planning, Medicare & Social Security, and Insurance
Who they serve
Retirees and individuals planning for retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 98 | $71M |
| High Net Worth Individuals | 86 | $215M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
51 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JIM SAULNIER & ASSOCIATES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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