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Find Retirement Advisors for Retirement Planning in Calabasas, 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 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 Calabasas, California
Last Updated - May 16, 2025Calabasas has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Calabasas, California have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Calabasas, California
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
VERIFIEDPure Financial Advisors LLC
Pure Financial Advisors, LLC
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAlano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Minimum Assets Required
$50,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDAndrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Not Specified
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Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Calabasas, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 23975 Park Sorrento, Suite 230 Calabasas, CA, 91302 | $3,501,183,718 | 2420 | 10 | A percentage of AUM, Fixed fees |
| 2 | 27200 Agoura Road, Suite 200 Calabasas, CA, 91301 | $2,645,038,579 | 3523 | 55 | A percentage of AUM, Fixed fees |
| 3 | 23975 Park Sorrento, Suite #220, Calabasas, CA, 91302 | $1,791,963,000 | 12 | 23 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 23801 Calabasas Road, Suite 1010 Calabasas, CA, 91302 | $473,557,825 | 1422 | 4 | A percentage of AUM, Fixed fees |
| 5 | 26050 Mureau Road, Suite 103 Calabasas, CA, 91302 | $403,302,552 | 1077 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | $320,337,000 | 279 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 23912 Aspen Way, Calabasas, CA, 91302 | $318,643,483 | 255 | 3 | A percentage of AUM, Hourly charges |
| 8 | 24007 Ventura Blvd, Suite 250 Calabasas, CA, 91302 | $220,604,779 | 517 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 4500 Park Granada, Suite 202 Calabasas, CA, 91302 | $193,324,292 | 780 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | $172,075,000 | 205 | 2 | A percentage of AUM |
| 11 | 27200 Agoura Road, Suite 200 Calabasas, CA, 91301 | $112,362,328 | 1 | 6 | A percentage of AUM |
| 12 | 4500 Park Granada, Suite 202, Calabasas, CA, 91302 | $0 | 0 | 2 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Calabasas, California
QualificationsFirm CRD# 155812
Assets Under Management $3,501,183,718
No. Of Clients2420
Clients Per Financial Advisor242
LINDBROOK CAPITAL, LLC is a financial advisory firm situated in Calabasas, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2420 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 141250
Assets Under Management $2,645,038,579
No. Of Clients3523
Clients Per Financial Advisor64
MORTON WEALTH 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 3523 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 112226
Assets Under Management $1,791,963,000
No. Of Clients12
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 12 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 308457
Assets Under Management $473,557,825
No. Of Clients1422
Clients Per Financial Advisor356
TRIAGEN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Calabasas, California. With a nearly $474M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1422 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ASSET ALLOCATION SERVICES, ADVISORY CONSULTING)
QualificationsFirm CRD# 289437
Assets Under Management $403,302,552
No. Of Clients1077
Clients Per Financial Advisor269
PRIVATE WEALTH SOLUTIONS, LLC is a financial advisory firm situated in Calabasas, California. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1077 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 105986
Assets Under Management $320,337,000
No. Of Clients279
Clients Per Financial Advisor47
PLANNED ASSET MANAGEMENT is a financial advisory firm situated in Calabasas, California. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 279 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
- Selection for other advisors
- Other (ESTATE PLANNING, RETIREMENT PLANNING)
QualificationsFirm CRD# 318371
Assets Under Management $318,643,483
No. Of Clients255
Clients Per Financial Advisor85
ATALA FINANCIAL INC is a financial advisory firm situated in Calabasas, California. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 153594
Assets Under Management $220,604,779
No. Of Clients517
Clients Per Financial Advisor172
KRANE FINANCIAL SOLUTIONS is a financial advisory firm situated in Calabasas, California. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 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
- Education seminars/workshops
QualificationsFirm CRD# 282852
Assets Under Management $193,324,292
No. Of Clients780
Clients Per Financial Advisor195
ARES FINANCIAL CONSULTING LLC is a financial advisory firm situated in Calabasas, California. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 117908
Assets Under Management $172,075,000
No. Of Clients205
Clients Per Financial Advisor103
QUANTITATIVE STRATEGIES, INC. 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 205 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 332416
Assets Under Management $112,362,328
No. Of Clients1
Clients Per Financial Advisor0
M83 INVESTMENT GROUP, LLC is a financial advisory firm situated in Calabasas, California. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 pooled investment vehicles
QualificationsFirm CRD# 330334
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PACIFIC COAST FIDUCIARY LLC is a financial advisory firm situated in Calabasas, 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
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
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