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Find Retirement Advisors for Retirement Planning in Aliso Viejo, 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 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 registration checks. 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 Aliso Viejo, California
Last Updated - May 26, 2025Aliso Viejo has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Aliso Viejo, California have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Aliso Viejo, California
VERIFIEDJerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
Firm CRD# 132314
Series 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRyan Gunn, CFP®
CEPA®, CFP®
Wealthcare Advisory Partners DBA Gunn Financial Associates
Qualifications
CRD# 5326196
Firm CRD# 171976
Minimum Assets Required
$1,000,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMatthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
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
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDSerena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHomestead Wealth Management
CIMA®, AIF®, ChFC®
Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Based on Assets
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
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, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Aliso Viejo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 120 Vantis, Suite 400 Aliso Viejo, CA, 92656 | $96,454,495,427 | 5514 | 219 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 120 Vantis Suite 480, Aliso Viejo, CA, 92656 | $65,973,486,697 | 902 | 25 | A percentage of AUM |
| 3 | 120 Vantis, Suite 400 Aliso Viejo, CA, 92656 | $1,918,601,861 | 7 | 3 | Hourly charges, Fixed fees |
| 4 | 120 Vantis Drive, Ste 440 Aliso Viejo, CA, 92656 | $1,108,209,677 | 2012 | 8 | A percentage of AUM |
| 5 | 120 Vantis, Suite 130 Aliso Viejo, CA, 92656 | $1,040,000,000 | 2 | 19 | A percentage of AUM, Performance Based |
| 6 | 15 Enterprise, Suite 450 Aliso Viejo, CA, 92656 | $389,745,910 | 34 | 4 | A percentage of AUM, Other (FLAT FEE) |
| 7 | 120 Vantis Drive, Suite 585 Aliso Viejo, CA, 92656 | $382,500,156 | 2422 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656 | $242,848,720 | 704 | 36 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 6b Liberty, #140 Aliso Viejo, CA, 92656 | $177,265,001 | 321 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER) |
| 10 | 120 Vantis Drive, Suite 440 Aliso Viejo, CA, 92656 | $0 | 0 | 8 | Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Aliso Viejo, California
QualificationsFirm CRD# 121254
Assets Under Management $96,454,495,427
No. Of Clients5514
Clients Per Financial Advisor25
NFP RETIREMENT INC. is a financial advisory firm situated in Aliso Viejo, California. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5514 clients. The team consists of 219 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS)
QualificationsFirm CRD# 174306
Assets Under Management $65,973,486,697
No. Of Clients902
Clients Per Financial Advisor36
FLEXPATH STRATEGIES is a financial advisory firm situated in Aliso Viejo, California. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 902 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
QualificationsFirm CRD# 288129
Assets Under Management $1,918,601,861
No. Of Clients7
Clients Per Financial Advisor2
SST BENEFITS CONSULTING is a financial advisory firm situated in Aliso Viejo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Pesnsion consulting services
QualificationsFirm CRD# 153256
Assets Under Management $1,108,209,677
No. Of Clients2012
Clients Per Financial Advisor252
SELECT MONEY MANAGEMENT, INC. is a financial advisory firm situated in Aliso Viejo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2012 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 328417
Assets Under Management $1,040,000,000
No. Of Clients2
Clients Per Financial Advisor0
PRESTON CAPITAL is a financial advisory firm situated in Aliso Viejo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 123543
Assets Under Management $389,745,910
No. Of Clients34
Clients Per Financial Advisor9
ANCHOR CAPITAL is a financial advisory firm situated in Aliso Viejo, California. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FLAT FEE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 165868
Assets Under Management $382,500,156
No. Of Clients2422
Clients Per Financial Advisor303
CLARAPHI ADVISORY NETWORK, LLC is a financial advisory firm situated in Aliso Viejo, California. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2422 clients. The team consists of 8 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 325859
Assets Under Management $242,848,720
No. Of Clients704
Clients Per Financial Advisor20
ACCELERATE RETIREMENT is a financial advisory firm situated in Aliso Viejo, California. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 704 clients. The team consists of 36 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 121498
Assets Under Management $177,265,001
No. Of Clients321
Clients Per Financial Advisor107
CHALLENGER WEALTH MANAGEMENT is a financial advisory firm situated in Aliso Viejo, California. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 321 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 107228
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SELECT PORTFOLIO MANAGEMENT INC is a financial advisory firm situated in Aliso Viejo, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Selection for other advisors
- Education seminars/workshops
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