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.
Calabasas has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Calabasas, California have an average of 21 years of experience.
Qualifications
Firm CRD# 135281
Series 63, 65
Minimum Assets Required
Not Specified
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
Pure Financial Advisors LLC
Pure Financial Advisors, LLC
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Alano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Based on Assets
Ira Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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, Flat Fee, Based on Assets
Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
Not Specified
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, Estate Planning & Trusts, Insurance Products & Annuities
Not Specified
Jeff Kritzberg
Prudential
Qualifications
CRD# 6851282
Firm CRD# 8733
Series 6, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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
Fee-Only, Based on Assets
Guillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
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
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Christian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$1,000,000
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
Qualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 23975 Park Sorrento, Suite 230 Calabasas, CA, 91302 | $2,968,250,317 | 2468 | 10 | A Percentage of AUM, Fixed Fees |
2 | 27200 Agoura Road, Suite 200, Calabasas, CA, 91301 | $2,377,712,772 | 3420 | 53 | A Percentage of AUM, Fixed Fees |
3 | 23975 Park Sorrento, Suite #220, Calabasas, CA, 91302 | $2,007,419,000 | 17 | 22 | A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF SALES REVENUE) |
4 | 23801 Calabasas Road, Suite 1010 Calabasas, CA, 91302 | $288,127,892 | 1176 | 5 | A Percentage of AUM, Fixed Fees |
5 | 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | $283,970,000 | 292 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | 23912 Aspen Way, Calabasas, CA, 91302 | $173,055,642 | 155 | 3 | A Percentage of AUM, Hourly charges |
7 | 23548 Calabasas Rd., Suite 207 Calabasas, CA, 91302 | $171,744,965 | 513 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | $137,863,800 | 191 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 155812
Assets Under Management $2,968,250,317
No. Of Clients2468
Clients Per Financial Advisor247
LINDBROOK CAPITAL, LLC is a financial advisory firm situated in Calabasas, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2468 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141250
Assets Under Management $2,377,712,772
No. Of Clients3420
Clients Per Financial Advisor65
MORTON WEALTH is a financial advisory firm situated in Calabasas, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3420 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112226
Assets Under Management $2,007,419,000
No. Of Clients17
Clients Per Financial Advisor1
HEARTHSTONE INC., A CALIFORNIA CORPORATION is a financial advisory firm situated in Calabasas, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 308457
Assets Under Management $288,127,892
No. Of Clients1176
Clients Per Financial Advisor235
TRIAGEN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Calabasas, California. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105986
Assets Under Management $283,970,000
No. Of Clients292
Clients Per Financial Advisor42
PLANNED ASSET MANAGEMENT is a financial advisory firm situated in Calabasas, California. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 318371
Assets Under Management $173,055,642
No. Of Clients155
Clients Per Financial Advisor52
ATALA FINANCIAL INC is a financial advisory firm situated in Calabasas, California. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153594
Assets Under Management $171,744,965
No. Of Clients513
Clients Per Financial Advisor171
KRANE FINANCIAL SOLUTIONS is a financial advisory firm situated in Calabasas, California. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117908
Assets Under Management $137,863,800
No. Of Clients191
Clients Per Financial Advisor96
QUANTITATIVE STRATEGIES, INC. is a financial advisory firm situated in Calabasas, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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