ARES FINANCIAL CONSULTING LLC
Calabasas, CA
AUM
$243.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-986-1479
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(541) 647-1980
PRATTES WEALTH PARTNERS
Newport Beach, CA
AUM
$243.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-271-6333
ZEPHYR WEALTH MANAGEMENT
Westlake Village, CA
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(805) 496-6810
TABR CAPITAL MANAGEMENT, LLC
Orange, CA
AUM
$241.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
714-704-9180
TRIVANT CUSTOM PORTFOLIO GROUP LLC
San Diego, CA
AUM
$239.4M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
619-286-3930
AUM
$238.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
512-593-6367
GOLDENSTONE WEALTH MANAGEMENT
El Dorado Hills, CA
AUM
$238.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-799-6527
AUM
$238.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
858-350-1010
CASTLE WEALTH PLANNING
Santa Barbara, CA
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-962-5630
BAMBOO WEALTH STRATEGIES
San Diego, CA
AUM
$235.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(619) 289-9670
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-259-3933
CAMELOTTA ADVISORS
San Francisco, CA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-806-3641
EQUANIMITY FINANCIAL PARTNERS
Pasadena, CA
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
626-529-8347
AUM
$233.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-207-0175
WALKER FINANCIAL ADVISORS INC
Mission Viejo, CA
AUM
$233.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-367-1961
ASPIREAN WEALTH, LLC
Mill Valley, CA
AUM
$233.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(844) 687-5342
BINGHAM PRIVATE WEALTH, LLC
San Francisco, CA
AUM
$232.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
415-426-5652
REDWOOD INVESTMENT GROUP, INC
Fort Bragg, CA
AUM
$230.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
707-964-9700
ECHO45 ADVISORS LLC
Walnut Creek, CA
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-432-4645
CAPITAL CS GROUP, LLC
Irvine, CA
AUM
$227.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-447-5405
AUM
$225.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(303) 351-5353
SUN GROUP WEALTH PARTNERS LLC
Irvine, CA
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-625-6800
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
Los Angeles, CA
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
(310) 795-0622