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Find Retirement Advisors for Retirement Planning in Culver City, 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 Culver City, California

Last Updated - April 25, 2025

Culver City has 16 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 Culver City, California have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Culver City, California

VERIFIED

Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Address

3530 Wilshire Blvd Suite 1360,
Los Angeles, CA 90010 See Details

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, Insurance Products & Annuities

Compensation/Fee

Not Specified

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Andrew Eddy
CFP^®, CLU^®, AIF^®, ChFC^®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Advisory Services:

Compensation/Fee

Not Specified

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VERIFIED

X Advisors, LLC
CFP^®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors LLC
Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Alano Massi
CFP^®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Pasadena Private Wealth
CPWA^®

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Matthew Pixa
CFP^®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Ira Zito
CFP^®, ChFC^®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michael DeSantis
CFP^®
Farther Finance LLC

Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65

Minimum Assets Required
$500,000

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jarret Rodriguez-Conklin
CIMA^®, ChFC^®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

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

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Top 5 Retirement Planning firms in Culver City, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	9696 Culver Blvd Suite 301, Culver City, CA, 90232	$243,379,615	659	5	A percentage of AUM, Hourly charges, Fixed fees
2	4208 Overland Avenue, Culver City, CA, 90230	$199,913,230	250	30	Other (NO SEPARATE FEE CHARGED.)
3	3975 Landmark Street, #1400 Culver City, CA, 90232	$142,115,714	1	7	A percentage of AUM, Performance Based
4	9950 Jefferson Blvd, Bldg 2, Culver City, CA, 90232	$141,675,335	2	48	A percentage of AUM, Performance Based
5	3030 S. La Cienega Blvd, Culver City, CA, 90232	$0	0	281	Other (MOD MP PLAT FEE TO UNAFF RIA MOD MP ONBRD & MAINT FEE MOD PRVDRS)

Information on Top Retirement Planning firms in Culver City, California

FORTRESS WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 110279

Assets Under Management $243,379,615

No. Of Clients659

Clients Per Financial Advisor132

FORTRESS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Culver City, California. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 659 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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JEFFREY CHARLES LLOYD WOLMAN

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QualificationsFirm CRD# 133611

Assets Under Management $199,913,230

No. Of Clients250

Clients Per Financial Advisor8

JEFFREY CHARLES LLOYD WOLMAN is a financial advisory firm situated in Culver City, California. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (NO SEPARATE FEE CHARGED.)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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INCEPTIV

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QualificationsFirm CRD# 310133

Assets Under Management $142,115,714

No. Of Clients1

Clients Per Financial Advisor0

INCEPTIV is a financial advisory firm situated in Culver City, California. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 7 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 vehicles

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PRIMESTOR INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 322066

Assets Under Management $141,675,335

No. Of Clients2

Clients Per Financial Advisor0

PRIMESTOR INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Culver City, California. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 48 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 vehicles

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ALTRUIST LLC

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QualificationsFirm CRD# 299398

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

ALTRUIST LLC is a financial advisory firm situated in Culver City, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 281 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (MOD MP PLAT FEE TO UNAFF RIA MOD MP ONBRD & MAINT FEE MOD PRVDRS)

Financial Planning Services

Other (LICENSED THIRD-PARTY MODELS; TAX MANAGEMENT FEATURES; ADVISORY SERVICES TO UNAFFILIATED RIAS, I.E. ALTRUIST GENERATED MODELS)

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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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