APP
San Mateo, CA
AUM
$12.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-877-3505
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA
1,110 advisers found
GLOBALINK WEALTH MANAGEMENT, LLC
Pasadena, CA
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
626-964-5966
PAKHA INVESTMENT ADVISORY
Redlands, CA
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
818-561-9174
INGEN STRATEGIES, LLC
Irvine, CA
AUM
$11.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-854-4695
LBG ADVISOR
Irvine, CA
AUM
$11.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-484-0350
FLETCHER FINANCIAL, LLC
Carlsbad, CA
AUM
$10.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(760) 692-2222
COFFEEHOUSE CAPITAL
Fresno, CA
AUM
$10.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-500-2277
JOURNEY EQUITY WEALTH MANAGEMENT LLC
Downey, CA
AUM
$10.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-774-5931
OAKTREE WEALTH GROUP INC.
Brea, CA
AUM
$10.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-514-8588
GIBSON MONROE WEALTH ADVISORS
Oakland, CA
AUM
$10.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(510) 229-7608
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
Palm Desert, CA
AUM
$10.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
424 625 8943
ONITUS CAPITAL, LLC
Newport Beach, CA
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-763-4114
BRIGHT LEGACY LLC
Chino Hills, CA
AUM
$9.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(213) 376-2255
ABUNDANCE ADVISERS
Pleasanton, CA
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-400-8333
ELEMENTAL WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$9.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-709-8977
GLOBAL DIVERSIFIED INVESTMENTS
Newport Beach, CA
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
909-200-5681
CENTRICITY FINANCIAL LLC
Newport Beach, CA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
949-444-2295
CIF ADVISORS INC.
Sacramento, CA
AUM
$8.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 380-8171
MCCANN INVESTMENT MANAGEMENT LLC
Lodi, CA
AUM
$8.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
209-339-1825
DESERT FINANCIAL PLANNING
Palm Desert, CA
AUM
$7.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(760) 625-2551
ALE LLC
Pleasant Hill, CA
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(650) 315-8695
PACIFIC OAK FINANCIAL PLANNING LLC
Woodland Hills, CA
AUM
$7.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(818) 208-8686
CENTERPOINT FINANCIAL MANAGEMENT LLC
Irvine, CA
AUM
$7.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
949-753-2875
ALLEN FINANCIAL ADVISEMENT, INC.
La Jolla, CA
AUM
$6.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-964-2309