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Find Retirement Advisors for Retirement Planning in Berkeley, 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 Berkeley, California

Last Updated - April 25, 2025

Berkeley has 8 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 Berkeley, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Berkeley, California

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP^®, CIMA^®, AIF^®

Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66

Minimum Assets Required
Not Specified

Address

580 California St #2300,
San Francisco, CA 94104 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

David Bobrowsky
CFP^®, CLU^®, Chartered SRI Counselor, ChFC^®
Gateway Financial Advisors, Inc.

Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$500,000

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

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

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Hetal Saki
CFP^®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

Top 10 Retirement Planning firms in Berkeley, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1919 Shattuck Avenue, Floors 6-7 Berkeley, CA, 94704-1033	$9,333,493,829	17	77	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF CERTAIN EXPENSES)
2	2001 Addison Street, Suite 240 Berkeley, CA, 94704	$1,240,328,651	2	7	A percentage of AUM, Performance Based, Other (PERFORMANCE ALLOCATION)
3	2040 Bancroft Way, Suite 300 Berkeley, CA, 94704	$746,542,674	928	9	A percentage of AUM
4	1708 Shattuck Ave., Berkeley, CA, 94709	$639,914,572	860	6	A percentage of AUM, Hourly charges, Fixed fees
5	1820 Solano Ave, Suite C1 Berkeley, CA, 94707	$613,126,684	1465	15	A percentage of AUM, Hourly charges, Fixed fees
6	825 Page Street, Berkeley, CA, 94710	$480,108,681	1409	8	A percentage of AUM, Hourly charges, Fixed fees
7	2907 Claremont Avenue, Suite 111, Berkeley, CA, 94705	$300,392,152	610	3	A percentage of AUM, Hourly charges, Fixed fees
8	2027 Fourth Street, Suite 203 Berkeley, CA, 94710-1912	$277,245,805	638	4	A percentage of AUM, Hourly charges, Fixed fees
9	1919 Addison St, Suite 101 Berkeley, CA, 94704	$227,493,853	581	5	A percentage of AUM, Hourly charges
10	3160 College Avenue, Suite 203 Berkeley, CA, 94705	$151,868,950	94	3	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Berkeley, California

VOLEON CAPITAL MANAGEMENT LP

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QualificationsFirm CRD# 147443

Assets Under Management $9,333,493,829

No. Of Clients17

Clients Per Financial Advisor0

VOLEON CAPITAL MANAGEMENT LP is a financial advisory firm situated in Berkeley, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (REIMBURSEMENT OF CERTAIN EXPENSES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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HONTE ADVISORS LLC

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QualificationsFirm CRD# 308341

Assets Under Management $1,240,328,651

No. Of Clients2

Clients Per Financial Advisor0

HONTE ADVISORS LLC is a financial advisory firm situated in Berkeley, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (PERFORMANCE ALLOCATION)

Financial Planning Services

Portfolio management for pooled investment vehicles

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PARKSIDE ADVISORS LLC

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QualificationsFirm CRD# 125553

Assets Under Management $746,542,674

No. Of Clients928

Clients Per Financial Advisor103

PARKSIDE ADVISORS LLC is a financial advisory firm situated in Berkeley, California. With a nearly $747M assets under management, the firm specializes in crafting personalized retirement planning solutions for 928 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING SERVICES)

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BLUME CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 111768

Assets Under Management $639,914,572

No. Of Clients860

Clients Per Financial Advisor143

BLUME CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Berkeley, California. With a nearly $640M assets under management, the firm specializes in crafting personalized retirement planning solutions for 860 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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NORTH BERKELEY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 136431

Assets Under Management $613,126,684

No. Of Clients1465

Clients Per Financial Advisor98

NORTH BERKELEY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Berkeley, California. With a nearly $613M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1465 clients. The team consists of 15 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
Selection for other advisors

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AFFINITY CAPITAL ADVISORS LLC

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QualificationsFirm CRD# 166226

Assets Under Management $480,108,681

No. Of Clients1409

Clients Per Financial Advisor176

AFFINITY CAPITAL ADVISORS LLC is a financial advisory firm situated in Berkeley, California. With a nearly $480M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1409 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

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TOPEL & DISTASI WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 285538

Assets Under Management $300,392,152

No. Of Clients610

Clients Per Financial Advisor203

TOPEL & DISTASI WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Berkeley, California. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 610 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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ELMWOOD WEALTH MANAGEMENT

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QualificationsFirm CRD# 165639

Assets Under Management $277,245,805

No. Of Clients638

Clients Per Financial Advisor160

ELMWOOD WEALTH MANAGEMENT is a financial advisory firm situated in Berkeley, California. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 638 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

WILLOW GROVE ADVISORS, LLC

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QualificationsFirm CRD# 151993

Assets Under Management $227,493,853

No. Of Clients581

Clients Per Financial Advisor116

WILLOW GROVE ADVISORS, LLC is a financial advisory firm situated in Berkeley, California. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 581 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

CLAYTON PARTNERS LLC

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QualificationsFirm CRD# 127546

Assets Under Management $151,868,950

No. Of Clients94

Clients Per Financial Advisor31

CLAYTON PARTNERS LLC is a financial advisory firm situated in Berkeley, California. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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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?

Get Matched With Planners

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