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Find Retirement Advisors for Retirement Planning in Anaheim, 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 Anaheim, California
Last Updated - January 9, 2025Anaheim has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Anaheim, California have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Anaheim, California
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIED 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
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
VERIFIED Qualifications
Firm CRD# 135281
Series 63, 65
Minimum Assets Required
Not Specified
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
Advisory Services:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses.
Compensation/Fee
Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Anaheim, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CENTAURUS FINANCIAL, INC. 2300 East Katella Ave, Suite 200 Anaheim, CA, 92806 | $5,212,001,329 | 30814 | 598 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CHATTERTON & ASSOCIATES 3061 E. La Palma Ave., Anaheim, CA, 92806 | $943,713,313 | 2705 | 25 | A Percentage of AUM, Commission Based |
| 3 | RETIREMENTADVICE | JKA 1251 N. Manassero St., Suite #405a Anaheim, CA, 92807 | $177,513,665 | 940 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MOSLEY WEALTH MANAGEMENT, INC. 2401 E. Katella Avenue, Suite 270 Anaheim, CA, 92806 | $106,912,682 | 811 | 6 | A Percentage of AUM |
| 5 | ALPHA CENTAURI WEALTH MANAGEMENT INC. 2300 E. Katella Ave, Suite 200 Anaheim, CA, 92806 | $0 | 0 | 2 | Other (NO RETAIL CLIENTS. COMPENSATED ON AN INCIDENTAL BASIS.) |
Information on Top Retirement Planning firms in Anaheim, California
QualificationsFirm CRD# 30833
Assets Under Management $5,212,001,329
No. Of Clients30814
Clients Per Financial Advisor52
CENTAURUS FINANCIAL, INC. is a financial advisory firm situated in Anaheim, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30814 clients. The team consists of 598 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
- Publication of periodicals or Newsleters
- Market Timing Based
- Educational Seminars/ Workshops
QualificationsFirm CRD# 132295
Assets Under Management $943,713,313
No. Of Clients2705
Clients Per Financial Advisor108
CHATTERTON & ASSOCIATES is a financial advisory firm situated in Anaheim, California. With a nearly $944M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2705 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 153803
Assets Under Management $177,513,665
No. Of Clients940
Clients Per Financial Advisor188
RETIREMENTADVICE | JKA is a financial advisory firm situated in Anaheim, California. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 940 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 318592
Assets Under Management $106,912,682
No. Of Clients811
Clients Per Financial Advisor135
MOSLEY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Anaheim, California. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 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
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 132837
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
ALPHA CENTAURI WEALTH MANAGEMENT INC. is a financial advisory firm situated in Anaheim, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (NO RETAIL CLIENTS. COMPENSATED ON AN INCIDENTAL BASIS.)
Financial Planning Services
Retirement Planners Near You
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