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Find Retirement Advisors for Retirement Planning in Claremont, 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 Claremont, California
Last Updated - April 18, 2024Claremont has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Claremont, California have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Claremont, California
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDAndrew Chabot
MBA, CFP®
Rancho Wealth Management
Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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.
Compensation/Fee
Fee-Only, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Claremont, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GOULD ASSET MANAGEMENT LLC 341 West First Street, Suite 200 Claremont, CA, 91711-4749 | $701,109,715 | 618 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 2 | FINANCIAL DESIGNS CORPORATION 540 W. Baseline Rd, #10 Claremont, CA, 91711-5805 | $379,205,783 | 1342 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | LIFESTEPS FINANCIAL 250 West First Street, Suite 248 Claremont, CA, 91711 | $262,829,465 | 891 | 6 | A Percentage of AUM, Fixed Fees |
| 4 | EVERMONT WEALTH 419 Yale Avenue, Claremont, CA, 91711 | $183,715,802 | 924 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CLAREMONT FINANCIAL GROUP,INC. 464 North Indian Hill Blvd., Claremont, CA, 91711-4650 | $100,035,737 | 573 | 4 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Claremont, California
QualificationsFirm CRD# 113098
Assets Under Management $701,109,715
No. Of Clients618
Clients Per Financial Advisor44
GOULD ASSET MANAGEMENT LLC is a financial advisory firm situated in Claremont, California. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 14829
Assets Under Management $379,205,783
No. Of Clients1342
Clients Per Financial Advisor224
FINANCIAL DESIGNS CORPORATION is a financial advisory firm situated in Claremont, California. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1342 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 153852
Assets Under Management $262,829,465
No. Of Clients891
Clients Per Financial Advisor149
LIFESTEPS FINANCIAL is a financial advisory firm situated in Claremont, California. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 891 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 168581
Assets Under Management $183,715,802
No. Of Clients924
Clients Per Financial Advisor231
EVERMONT WEALTH is a financial advisory firm situated in Claremont, California. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 924 clients. The team consists of 4 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
QualificationsFirm CRD# 107806
Assets Under Management $100,035,737
No. Of Clients573
Clients Per Financial Advisor143
CLAREMONT FINANCIAL GROUP,INC. is a financial advisory firm situated in Claremont, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 573 clients. The team consists of 4 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
- Selection of Other Advisors
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