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Find Retirement Advisors for Retirement Planning in Campbell, 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 Campbell, California
Last Updated - April 12, 2024Campbell has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Campbell, California have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Campbell, California
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Campbell, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FOUNDERS CIRCLE CAPITAL, LLC 1999 S. Bascom Avenue, Suite 700 Campbell, CA, 95008 | $1,121,203,460 | 21 | 15 | A Percentage of AUM, Performance Based |
| 2 | WADE FINANCIAL ADVISORY, INC. 2105 S. Bascom Avenue, Suite 110 Campbell, CA, 95008 | $604,881,817 | 260 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC 901 Campisi Way, Suite 140 Campbell, CA, 95008 | $183,749,762 | 470 | 3 | A Percentage of AUM, Hourly charges |
| 4 | KAIZEN FINANCIAL STRATEGIES, LLC 2105 South Bascom Ave, Suite 295 Campbell, CA, 95008 | $141,286,698 | 625 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PRUNEYARD FINANCIAL GROUP, INC. 51 East Campbell Avenue, Suite 140 Campbell, CA, 95008 | $115,734,200 | 298 | 3 | A Percentage of AUM, Fixed Fees |
| 6 | SEEK FIRST INC. 1999 South Bascom Ave, Suite 700 Campbell, CA, 95008 | $111,000,000 | 305 | 4 | Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Campbell, California
QualificationsFirm CRD# 166012
Assets Under Management $1,121,203,460
No. Of Clients21
Clients Per Financial Advisor1
FOUNDERS CIRCLE CAPITAL, LLC is a financial advisory firm situated in Campbell, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108627
Assets Under Management $604,881,817
No. Of Clients260
Clients Per Financial Advisor29
WADE FINANCIAL ADVISORY, INC. is a financial advisory firm situated in Campbell, California. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 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
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 118319
Assets Under Management $183,749,762
No. Of Clients470
Clients Per Financial Advisor157
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC is a financial advisory firm situated in Campbell, California. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 470 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 298248
Assets Under Management $141,286,698
No. Of Clients625
Clients Per Financial Advisor89
KAIZEN FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Campbell, California. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 625 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 117378
Assets Under Management $115,734,200
No. Of Clients298
Clients Per Financial Advisor99
PRUNEYARD FINANCIAL GROUP, INC. is a financial advisory firm situated in Campbell, California. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 298 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 312546
Assets Under Management $111,000,000
No. Of Clients305
Clients Per Financial Advisor76
SEEK FIRST INC. is a financial advisory firm situated in Campbell, California. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.