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.
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.
Qualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
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
Not Specified
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
X Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6187 Carpinteria Avenue, Carpinteria, CA, 93013 | $8,275,617,707 | 69347 | 427 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 6187 Carpinteria Avenue, Carpinteria, CA, 93013 | $0 | 0 | 8 | A percentage of AUM |
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.
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.
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