Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Costa Mesa, 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 Costa Mesa, California
Last Updated - April 16, 2024Costa Mesa has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Costa Mesa, California have an average of 21 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Costa Mesa, California
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 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, 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
VERIFIEDMarianne Ehlers
Oakwood Wealth Partners
Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDJerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
Series 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.
Compensation/Fee
Not Specified
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 6 Retirement Planning firms in Costa Mesa, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CHECK CAPITAL MANAGEMENT INC 575 Anton Blvd, Ste 500 Costa Mesa, CA, 92626-7685 | $1,403,109,481 | 2175 | 11 | A Percentage of AUM, Performance Based |
| 2 | LEISURE CAPITAL MANAGEMENT, INC. 650 Town Center Dr., Suite 880 Costa Mesa, CA, 92626-1989 | $664,270,614 | 305 | 9 | A Percentage of AUM, Hourly charges |
| 3 | PAN GLOBAL ADVISERS, LLC 650 Town Center Drive, Suite 890 Costa Mesa, CA, 92626 | $190,357,144 | 265 | 3 | A Percentage of AUM, Performance Based |
| 4 | MITCHELL PORTFOLIO MANAGEMENT, L.P. 3187-D Airway Avenue, Costa Mesa, CA, 92626-4603 | $160,050,911 | 1 | 5 | A Percentage of AUM, Performance Based |
| 5 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. 650 Town Center Drive, Suite 890 Costa Mesa, CA, 92626 | $94,388,207 | 184 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CLEARVIEW INVESTMENT PARTNERS, LLC 3151 Airway Avenue, Suite U-1 Costa Mesa, CA, 92626 | $83,995,995 | 437 | 3 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Costa Mesa, California
QualificationsFirm CRD# 107058
Assets Under Management $1,403,109,481
No. Of Clients2175
Clients Per Financial Advisor198
CHECK CAPITAL MANAGEMENT INC is a financial advisory firm situated in Costa Mesa, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2175 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 120374
Assets Under Management $664,270,614
No. Of Clients305
Clients Per Financial Advisor34
LEISURE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Costa Mesa, California. With a nearly $664M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 9 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 301863
Assets Under Management $190,357,144
No. Of Clients265
Clients Per Financial Advisor88
PAN GLOBAL ADVISERS, LLC is a financial advisory firm situated in Costa Mesa, California. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 265 clients. The team consists of 3 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 Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 164841
Assets Under Management $160,050,911
No. Of Clients1
Clients Per Financial Advisor0
MITCHELL PORTFOLIO MANAGEMENT, L.P. is a financial advisory firm situated in Costa Mesa, California. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 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 pooled Investment
QualificationsFirm CRD# 146778
Assets Under Management $94,388,207
No. Of Clients184
Clients Per Financial Advisor46
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. is a financial advisory firm situated in Costa Mesa, California. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 184 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
- Selection of Other Advisors
QualificationsFirm CRD# 150046
Assets Under Management $83,995,995
No. Of Clients437
Clients Per Financial Advisor146
CLEARVIEW INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Costa Mesa, California. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 437 clients. The team consists of 3 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
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Anaheim, California
- Retirement Planners in Calabasas, California
- Retirement Planners in Concord, California
- Retirement Planners in Fresno, California
- Retirement Planners in Irvine, California
- Retirement Planners in Laguna Niguel, California
- Retirement Planners in Larkspur, California
- Retirement Planners in Los Angeles, California
- Retirement Planners in Ojai, California
- Retirement Planners in Orange, California
- Retirement Planners in Rancho Cucamonga, California
- Retirement Planners in Roseville, California
- Retirement Planners in Sacramento, California
- Retirement Planners in San Clemente, California
- Retirement Planners in San Diego, California
- Retirement Planners in San Francisco, California
- Retirement Planners in Santa Monica, California
- Retirement Planners in Seal Beach, California
- Retirement Planners in Ventura, California
- Retirement Planners in Walnut Creek, California
- Retirement Planners in Woodland Hills, California
Looking for more choices? Use our free match service to compare retirement planners serving your area.