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Find Retirement Advisors for Retirement Planning in Alamo, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Alamo, California
Last Updated - April 12, 2024Alamo has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Alamo, California have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Alamo, California
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDPaul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDShad Roundy
Merrill Lynch
Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
Address
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 4 Retirement Planning firms in Alamo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PHILOSOPHY CAPITAL MANAGEMENT LLC 3201 Danville Boulevard, Suite 100 Alamo, CA, 94507 | $935,516,951 | 4 | 7 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 2 | LODESTAR PRIVATE ASSET MANAGEMENT LLC 3201 Danville Blvd, Suite 275 Alamo, CA, 94507 | $831,090,161 | 1611 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | RUDNEY ASSOCIATES 1499 Danville Blvd, Suite 250, Alamo, CA, 94507 | $685,604,159 | 933 | 2 | A Percentage of AUM, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
| 4 | ADVANTAGE WEALTH ADVISORS 3189 Danville Blvd. Suite 280, Alamo, CA, 94507 | $106,900,000 | 203 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Alamo, California
QualificationsFirm CRD# 308425
Assets Under Management $935,516,951
No. Of Clients4
Clients Per Financial Advisor1
PHILOSOPHY CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Alamo, California. With a nearly $936M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107638
Assets Under Management $831,090,161
No. Of Clients1611
Clients Per Financial Advisor179
LODESTAR PRIVATE ASSET MANAGEMENT LLC is a financial advisory firm situated in Alamo, California. With a nearly $831M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1611 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110235
Assets Under Management $685,604,159
No. Of Clients933
Clients Per Financial Advisor467
RUDNEY ASSOCIATES is a financial advisory firm situated in Alamo, California. With a nearly $686M assets under management, the firm specializes in crafting personalized retirement planning solutions for 933 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 280028
Assets Under Management $106,900,000
No. Of Clients203
Clients Per Financial Advisor34
ADVANTAGE WEALTH ADVISORS is a financial advisory firm situated in Alamo, California. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 203 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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