Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Anaheim has 13 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 27 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Matthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
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
Fee-Only, Hourly, Flat Fee, Based on Assets
Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Fee-Based, Hourly, Flat Fee, Based on Assets
Homestead Wealth Management
CIMA®, AIF®, ChFC®
Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
X Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
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
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Based on Assets
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 |
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.
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.
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.
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.
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