DOLL CAPITAL ADVISORS INCORPORATED
San Juan Capistrano, CA
AUM
$76.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-497-6366
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
SANTARA WEALTH MANAGEMENT LLC
San Diego, CA
AUM
$75.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
619-997-5368
SEAWISE FINANCIAL, INC.
Cardiff By The Sea, CA
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(619)738-3079
WEALTHTARGET INVESTMENT ADVISORS, LLC
Bakersfield, CA
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
661-837-8500
CENTERED FINANCIAL
Carlsbad, CA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(760) 931-4729
GINSBERG FINANCIAL STRATEGIES
Walnut Creek, CA
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-287-8400
SATORI WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$74.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(619) 305-0553
MURAWSKI WEALTH MANAGEMENT
Los Angeles, CA
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(310) 962-6958
ANDREWS CAPITAL MANAGEMENT INC
Coronado, CA
AUM
$71.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
619-435-8866
KEEP IT SIMPLE FINANCIAL PLANNING
Orange, CA
AUM
$71.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(877) 673-8473
ROGERS INVESTMENT ADVISORS, LLC
Santa Clara, CA
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-215-1698
CAPITAL FINANCIAL MANAGEMENT
San Diego, CA
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
619-295-4883
VISION CAPITAL INVESTMENT MANAGEMENT, INC.
San Francisco, CA
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
415-731-7270
PLATINUM WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
951-698-7509
MARIN WEALTH ADVISORS LLC
San Rafael, CA
AUM
$69.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-458-5880
BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC
Foothill Ranch, CA
AUM
$69.2M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
949-472-9432
FINANCIAL SECURITY SOLUTIONS, CORP.
Valencia, CA
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-344-7177
BANGERTER FINANCIAL SERVICES, INC.
Roseville, CA
AUM
$68.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
916-965-1879
ANACAPA FINANCIAL, LLC
Ventura, CA
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(805) 715-3536
MB3 CONSULTING LLC
Glendale, CA
AUM
$67.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
818-288-5098
DI BELLO FINANCIAL
Mission Viejo, CA
AUM
$66.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949.716.7050
ASCENDANT CAPITAL MANAGEMENT
La Palma, CA
AUM
$66.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; 401K AND PROFIT SHARING CONSULTING FEES
714-501-7628
KMR WEALTH ADVISORY, LLC
San Luis Obispo, CA
AUM
$65.7M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
805-546-9664
VECTOR FINANCIAL SOLUTIONS, INC.
Escondido, CA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-741-3159