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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 - April 25, 2025

Calabasas 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

advisor

Qualifications
Firm CRD# 135281

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Pure 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Alano 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

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advisor
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Ira 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

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advisor
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X 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

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advisor
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Andrew 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

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Guillermo 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Michael 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Jarret 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

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advisor

Qualifications
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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Top 12 Retirement Planning firms in Calabasas, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

23975 Park Sorrento, Suite 230
Calabasas, CA, 91302
$3,501,183,718242010
A percentage of AUM, Fixed fees
2

27200 Agoura Road, Suite 200
Calabasas, CA, 91301
$2,645,038,579352355
A percentage of AUM, Fixed fees
3

23975 Park Sorrento, Suite #220,
Calabasas, CA, 91302
$1,791,963,0001223
A percentage of AUM, Fixed fees, Performance Based
4

23801 Calabasas Road, Suite 1010
Calabasas, CA, 91302
$473,557,82514224
A percentage of AUM, Fixed fees
5

26050 Mureau Road, Suite 103
Calabasas, CA, 91302
$403,302,55210774
A percentage of AUM, Hourly charges, Fixed fees
6

27001 Agoura Road, Suite 150,
Calabasas, CA, 91301-5104
$320,337,0002796
A percentage of AUM, Hourly charges, Fixed fees
7

23912 Aspen Way,
Calabasas, CA, 91302
$318,643,4832553
A percentage of AUM, Hourly charges
8

24007 Ventura Blvd, Suite 250
Calabasas, CA, 91302
$220,604,7795173
A percentage of AUM, Hourly charges, Fixed fees
9

4500 Park Granada, Suite 202
Calabasas, CA, 91302
$193,324,2927804
A percentage of AUM, Hourly charges, Fixed fees
10

27001 Agoura Road, Suite 150,
Calabasas, CA, 91301-5104
$172,075,0002052
A percentage of AUM
11

27200 Agoura Road, Suite 200
Calabasas, CA, 91301
$112,362,32816
A percentage of AUM
12

4500 Park Granada, Suite 202,
Calabasas, CA, 91302
$002
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
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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
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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
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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)
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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
View Full Profile

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)
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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
View Full Profile

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
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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
View Full Profile

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
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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
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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
View Full Profile

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