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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 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 Aliso Viejo, California
Last Updated - April 13, 2024Aliso Viejo has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Aliso Viejo, California have an average of 20 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
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
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
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
VERIFIEDMarianne Ehlers
Oakwood Wealth Partners
Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 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, Commissions, Flat Fee, Based on Assets
VERIFIEDRyan K. Gunn
CFP®
Gunn Financial Associates/Royal Alliance Associates
Qualifications
CRD# 5326196
Firm CRD# 23131
Series 7, 66
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
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
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 Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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, Based on Assets
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Aliso Viejo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NFP RETIREMENT INC. 120 Vantis, Suite 400 Aliso Viejo, CA, 92656 | $75,046,288,911 | 5162 | 205 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FLEXPATH STRATEGIES 120 Vantis Suite 480, Aliso Viejo, CA, 92656 | $39,534,404,000 | 2932 | 12 | A Percentage of AUM |
| 3 | SST BENEFITS CONSULTING 120 Vantis, Suite 400 Aliso Viejo, CA, 92656 | $2,065,107,161 | 8 | 3 | Hourly charges, Fixed Fees |
| 4 | SELECT MONEY MANAGEMENT, INC. 26800 Aliso Viejo Pkwy, Ste 150 Aliso Viejo, CA, 92656 | $783,986,116 | 1950 | 8 | A Percentage of AUM |
| 5 | ANCHOR CAPITAL 15 Enterprise, Suite 450 Aliso Viejo, CA, 92656 | $656,540,517 | 31 | 5 | A Percentage of AUM, Other (FLAT FEE) |
| 6 | CLARAPHI ADVISORY NETWORK, LLC 120 Vantis Drive, Suite 585 Aliso Viejo, CA, 92656 | $382,500,156 | 2422 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ACCELERATE RETIREMENT 120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656 | $75,586,642 | 238 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | PRESTON CAPITAL 120 Vantis -, Suite 130 Aliso Viejo, CA, 92656 | $100 | 2 | 5 | A Percentage of AUM, Performance Based |
| 9 | SELECT PORTFOLIO MANAGEMENT INC 26800 Aliso Viejo Parkway, Suite 150 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 $75,046,288,911
No. Of Clients5162
Clients Per Financial Advisor25
NFP RETIREMENT INC. is a financial advisory firm situated in Aliso Viejo, California. With a nearly $75B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5162 clients. The team consists of 205 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 174306
Assets Under Management $39,534,404,000
No. Of Clients2932
Clients Per Financial Advisor244
FLEXPATH STRATEGIES is a financial advisory firm situated in Aliso Viejo, California. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2932 clients. The team consists of 12 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
- Selection of Other Advisors
QualificationsFirm CRD# 288129
Assets Under Management $2,065,107,161
No. Of Clients8
Clients Per Financial Advisor3
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 8 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
- Pension Consulting Services
QualificationsFirm CRD# 153256
Assets Under Management $783,986,116
No. Of Clients1950
Clients Per Financial Advisor244
SELECT MONEY MANAGEMENT, INC. is a financial advisory firm situated in Aliso Viejo, California. With a nearly $784M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1950 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
- Selection of Other Advisors
QualificationsFirm CRD# 123543
Assets Under Management $656,540,517
No. Of Clients31
Clients Per Financial Advisor6
ANCHOR CAPITAL is a financial advisory firm situated in Aliso Viejo, California. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 5 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
- Portfolio Management for Investment
- Portfolio Management for Business
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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 325859
Assets Under Management $75,586,642
No. Of Clients238
Clients Per Financial Advisor13
ACCELERATE RETIREMENT is a financial advisory firm situated in Aliso Viejo, California. With a nearly $76M assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 328417
Assets Under Management $100
No. Of Clients2
Clients Per Financial Advisor0
PRESTON CAPITAL is a financial advisory firm situated in Aliso Viejo, California. With a nearly $100 assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 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
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
- Selection of Other Advisors
- Educational Seminars/ Workshops
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