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Find Retirement Advisors for Retirement Planning in Carpinteria, 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 Carpinteria, California

Last Updated - April 25, 2025

Carpinteria has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Carpinteria, California have an average of 32 years of experience.

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List of Qualified Retirement Planning Advisors in Carpinteria, California

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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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

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
vector.svg VERIFIED

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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Top 2 Retirement Planning firms in Carpinteria, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

6187 Carpinteria Avenue,
Carpinteria, CA, 93013
$8,275,617,70769347427
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2

6187 Carpinteria Avenue,
Carpinteria, CA, 93013
$008
A percentage of AUM

Information on Top Retirement Planning firms in Carpinteria, California

QualificationsFirm CRD# 11869

Assets Under Management $8,275,617,707

No. Of Clients69347

Clients Per Financial Advisor162

PLANMEMBER SECURITIES CORPORATION is a financial advisory firm situated in Carpinteria, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69347 clients. The team consists of 427 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (PROVIDES INVESTMENT SUPERVISORY SERVICES)
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QualificationsFirm CRD# 289591

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PLANMEMBER ASSET MANAGEMENT CORPORATION is a financial advisory firm situated in Carpinteria, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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

  • Portfolio management for individuals and/or small businesses
View Full Profile

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