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Find Retirement Advisors for Retirement Planning in Burlingame, 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 Burlingame, California
Last Updated - April 18, 2024Burlingame has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Burlingame, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Burlingame, California
VERIFIEDHans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®
Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDPaul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Burlingame, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ALTOS VENTURES MANAGEMENT, INC. 250 California Drive, Floor 4 Burlingame, CA, 94010 | $7,598,083,777 | 57 | 24 | A Percentage of AUM, Performance Based |
| 2 | GUIDELINE, INC. 1412 Chapin Avenue, Burlingame, CA, 94010 | $7,263,423,988 | 40348 | 413 | A Percentage of AUM |
| 3 | NEWVIEW CAPITAL MANAGEMENT, LLC 1201 Howard Avenue, Suite 101 Burlingame, CA, 94010 | $3,953,094,155 | 15 | 18 | A Percentage of AUM, Performance Based |
| 4 | VIRGO INVESTMENT GROUP LLC 1201 Howard Avenue, 3rd Floor Burlingame, CA, 94010 | $1,619,825,929 | 18 | 16 | A Percentage of AUM, Performance Based, Other (INVESTMENT-RELATED FEES) |
| 5 | ARC70 ADVISERS LP 345 Lorton Avenue, Suite 203 Burlingame, CA, 94010 | $1,058,092,604 | 4 | 18 | A Percentage of AUM, Performance Based |
| 6 | SENTINEL DOME PARTNERS, LLC 1350 Bayshore Hwy, Ste 905 Burlingame, CA, 94010 | $905,161,379 | 19 | 13 | A Percentage of AUM, Performance Based |
| 7 | DARWIN VENTURES, LLC 315 Primrose Road, Burlingame, CA, 94010 | $580,921,680 | 10 | 4 | A Percentage of AUM, Performance Based |
| 8 | KEENAN CAPITAL, LLC 1229 Burlingame Avenue, Suite 201 Burlingame, CA, 94010 | $550,155,005 | 1 | 5 | A Percentage of AUM, Performance Based |
| 9 | OCCIDENTAL ASSET MANAGEMENT, LLC 301 California Drive #9, Burlingame, CA, 94010 | $494,389,160 | 1385 | 10 | A Percentage of AUM |
| 10 | ONE01 CAPITAL, L.P. 1350 Bayshore Highway, Suite 500 Burlingame, CA, 94010 | $331,618,054 | 3 | 6 | A Percentage of AUM, Performance Based |
| 11 | TWIN PEAKS WEALTH ADVISORS 1008 Carolan Ave, Unit 1301 Burlingame, CA, 94010 | $273,472,190 | 1312 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | BENGAL ASSET MANAGEMENT, LLC 1440 Chapin Avenue, Suite 205 Burlingame, CA, 94010 | $273,326,070 | 3 | 6 | A Percentage of AUM, Performance Based |
| 13 | GREE CAPITAL PARTNERS, LLC 1350 Bayshore Highway, Suite 920 Burlingame, CA, 94010 | $165,764,827 | 10 | 4 | A Percentage of AUM, Performance Based |
| 14 | GAVILAN INVESTMENT PARTNERS LLC 330 Primrose Rd., Suite 208 Burlingame, CA, 94010 | $128,714,995 | 2 | 2 | A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED PROFIT ALLOCATIONS) |
Information on Top Retirement Planning firms in Burlingame, California
QualificationsFirm CRD# 162777
Assets Under Management $7,598,083,777
No. Of Clients57
Clients Per Financial Advisor2
ALTOS VENTURES MANAGEMENT, INC. is a financial advisory firm situated in Burlingame, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 24 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# 281515
Assets Under Management $7,263,423,988
No. Of Clients40348
Clients Per Financial Advisor98
GUIDELINE, INC. is a financial advisory firm situated in Burlingame, California. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40348 clients. The team consists of 413 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
- Pension Consulting Services
QualificationsFirm CRD# 298161
Assets Under Management $3,953,094,155
No. Of Clients15
Clients Per Financial Advisor1
NEWVIEW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 18 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# 157297
Assets Under Management $1,619,825,929
No. Of Clients18
Clients Per Financial Advisor1
VIRGO INVESTMENT GROUP LLC is a financial advisory firm situated in Burlingame, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (INVESTMENT-RELATED FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 288087
Assets Under Management $1,058,092,604
No. Of Clients4
Clients Per Financial Advisor0
ARC70 ADVISERS LP is a financial advisory firm situated in Burlingame, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 18 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# 172019
Assets Under Management $905,161,379
No. Of Clients19
Clients Per Financial Advisor1
SENTINEL DOME PARTNERS, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $905M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 13 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# 157665
Assets Under Management $580,921,680
No. Of Clients10
Clients Per Financial Advisor3
DARWIN VENTURES, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $581M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 167390
Assets Under Management $550,155,005
No. Of Clients1
Clients Per Financial Advisor0
KEENAN CAPITAL, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $550M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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# 168650
Assets Under Management $494,389,160
No. Of Clients1385
Clients Per Financial Advisor139
OCCIDENTAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $494M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1385 clients. The team consists of 10 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 290652
Assets Under Management $331,618,054
No. Of Clients3
Clients Per Financial Advisor1
ONE01 CAPITAL, L.P. is a financial advisory firm situated in Burlingame, California. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 323817
Assets Under Management $273,472,190
No. Of Clients1312
Clients Per Financial Advisor146
TWIN PEAKS WEALTH ADVISORS is a financial advisory firm situated in Burlingame, California. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1312 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 168688
Assets Under Management $273,326,070
No. Of Clients3
Clients Per Financial Advisor1
BENGAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 301593
Assets Under Management $165,764,827
No. Of Clients10
Clients Per Financial Advisor3
GREE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 311134
Assets Under Management $128,714,995
No. Of Clients2
Clients Per Financial Advisor1
GAVILAN INVESTMENT PARTNERS LLC is a financial advisory firm situated in Burlingame, California. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PERFORMANCE-BASED PROFIT ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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