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.
Carmel has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Carmel, California have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 26435 Carmel Rancho Boulevard, Suite 200 Carmel, CA, 93923-8852 | $1,275,914,769 | 115 | 11 | A percentage of AUM |
2 | 3775 Via Nona Marie, Suite 220 Carmel, CA, 93923 | $498,789,138 | 1589 | 8 | A percentage of AUM |
3 | Eastwood Building, San Carlos Between 5th And 6th Carmel, CA, 93921-6147 | $440,234,325 | 6 | 22 | A percentage of AUM, Performance Based |
4 | 26350 Carmel Rancho Lane, Suite 225 Carmel, CA, 93923-8734 | $310,734,000 | 103 | 6 | A percentage of AUM, Other (CONSULTING FEES) |
QualificationsFirm CRD# 110672
Assets Under Management $1,275,914,769
No. Of Clients115
Clients Per Financial Advisor10
NEUMEIER POMA INVESTMENT COUNSEL LLC is a financial advisory firm situated in Carmel, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147814
Assets Under Management $498,789,138
No. Of Clients1589
Clients Per Financial Advisor199
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC is a financial advisory firm situated in Carmel, California. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1589 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172452
Assets Under Management $440,234,325
No. Of Clients6
Clients Per Financial Advisor0
WELTON INVESTMENT PARTNERS LLC is a financial advisory firm situated in Carmel, California. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 120675
Assets Under Management $310,734,000
No. Of Clients103
Clients Per Financial Advisor17
CARMEL CAPITAL MANAGEMENT L.L.C. is a financial advisory firm situated in Carmel, California. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 103 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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