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Find Retirement Advisors for Retirement Planning in Anaheim, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Anaheim, California

Last Updated - May 16, 2025

Anaheim has 14 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 Anaheim, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Anaheim, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Matthew Pixa
CFP^®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

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

Find An Advisor

VERIFIED

Jarret Rodriguez-Conklin
CIMA^®, ChFC^®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

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

Find An Advisor

VERIFIED

Homestead Wealth Management
CIMA^®, AIF^®, ChFC^®

Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

413 E. Foothill Blvd Suite 100,
San Dimas, CA 91773 See Details

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

Find An Advisor

VERIFIED

Nancy Listiawan
CFP^®
Vera Wealth

Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65

Minimum Assets Required
$100,000

Address

1055 E. Colorado Blvd 5th Floor,
Pasadena, CA 91106 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Pasadena Private Wealth
CPWA^®

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

X Advisors, LLC
CFP^®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Stratos Private Wealth

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

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Top 4 Retirement Planning firms in Anaheim, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2300 East Katella Ave, Suite 200 Anaheim, CA, 92806	$6,276,899,920	34053	580	A percentage of AUM, Hourly charges, Fixed fees
2	3061 E. La Palma Ave., Anaheim, CA, 92806	$1,054,329,820	2750	25	A percentage of AUM, Commission Based
3	1251 N. Manassero St., Suite #405a Anaheim, CA, 92807	$239,505,676	942	5	A percentage of AUM, Hourly charges, Fixed fees
4	2401 E. Katella Avenue, Suite 270 Anaheim, CA, 92806	$126,905,170	426	12	A percentage of AUM

Information on Top Retirement Planning firms in Anaheim, California

CENTAURUS FINANCIAL, INC.

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QualificationsFirm CRD# 30833

Assets Under Management $6,276,899,920

No. Of Clients34053

Clients Per Financial Advisor59

CENTAURUS FINANCIAL, INC. is a financial advisory firm situated in Anaheim, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34053 clients. The team consists of 580 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
Selection for other advisors
Publication of periodicals and newsletters
Market timing services
Education seminars/workshops

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CHATTERTON & ASSOCIATES

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QualificationsFirm CRD# 132295

Assets Under Management $1,054,329,820

No. Of Clients2750

Clients Per Financial Advisor110

CHATTERTON & ASSOCIATES is a financial advisory firm situated in Anaheim, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2750 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
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

View Full Profile

RETIREMENTADVICE | JKA

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QualificationsFirm CRD# 153803

Assets Under Management $239,505,676

No. Of Clients942

Clients Per Financial Advisor188

RETIREMENTADVICE | JKA is a financial advisory firm situated in Anaheim, California. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 942 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
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

View Full Profile

MOSLEY WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 318592

Assets Under Management $126,905,170

No. Of Clients426

Clients Per Financial Advisor36

MOSLEY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Anaheim, California. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 426 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 individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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