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Find Retirement Advisors for Retirement Planning in Carmel, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Carmel, California

Last Updated - May 24, 2025

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.

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List of Qualified Retirement Planning Advisors in Carmel, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3945 Freedom Circle,
Suite 450,
Santa Clara, CA 95054 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 4 Retirement Planning firms in Carmel, California (Ranked by AUM)

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)

Information on Top Retirement Planning firms in Carmel, California

NEUMEIER POMA INVESTMENT COUNSEL LLC

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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.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

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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.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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WELTON INVESTMENT PARTNERS LLC

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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.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

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CARMEL CAPITAL MANAGEMENT L.L.C.

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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.

Fee Structure

A percentage of AUM
Other (CONSULTING FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (WEALTH & INVESTMENT CONSULTING)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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