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 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.
Culver City has 13 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 Culver City, California have an average of 17 years of experience.
Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only, Based on Assets
Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Not Specified
Daniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Fee-Only, Based on Assets
Christian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based
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
Alano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
Not Specified
Financial Advice & Consulting.
Fee-Based
Matthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Only
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Dhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 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, Commissions, Flat Fee, Based on Assets
Simon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Roy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Nathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Fee-Only, Hourly, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | FORTRESS WEALTH MANAGEMENT, INC. 9696 Culver Blvd, Suite 208 Culver City, CA, 90232 | $221,148,046 | 637 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | JEFFREY CHARLES LLOYD WOLMAN 4208 Overland Avenue, Culver City, CA, 90230 | $171,520,117 | 200 | 28 | Other (NO SEPARATE FEE CHARGED.) |
3 | INCEPTIV 3975 Landmark Street, #1400 Culver City, CA, 90232 | $153,728,500 | 1 | 7 | A Percentage of AUM, Performance Based |
4 | PRIMESTOR INVESTMENT MANAGEMENT, LLC 9950 Jefferson Blvd, Bldg 2, Culver City, CA, 90232 | $131,000,000 | 2 | 48 | A Percentage of AUM, Performance Based |
5 | ALBERT INVESTMENTS, LLC 3534 Hayden Ave, Culver City, CA, 90232 | $17,653,429 | 80235 | 15 | Fixed Fees |
6 | ALTRUIST LLC 3030 S. La Cienega Blvd, Culver City, CA, 90232 | $0 | 0 | 111 | Other (MODEL MARKETPLACE PLATFORM FEES TO UNAFFILIATED RIAS) |
QualificationsFirm CRD# 110279
Assets Under Management $221,148,046
No. Of Clients637
Clients Per Financial Advisor127
FORTRESS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Culver City, California. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 637 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133611
Assets Under Management $171,520,117
No. Of Clients200
Clients Per Financial Advisor7
JEFFREY CHARLES LLOYD WOLMAN is a financial advisory firm situated in Culver City, California. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 200 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310133
Assets Under Management $153,728,500
No. Of Clients1
Clients Per Financial Advisor0
INCEPTIV is a financial advisory firm situated in Culver City, California. With a nearly $154M 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.
QualificationsFirm CRD# 322066
Assets Under Management $131,000,000
No. Of Clients2
Clients Per Financial Advisor0
PRIMESTOR INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Culver City, California. With a nearly $131M 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.
QualificationsFirm CRD# 298006
Assets Under Management $17,653,429
No. Of Clients80235
Clients Per Financial Advisor5349
ALBERT INVESTMENTS, LLC is a financial advisory firm situated in Culver City, California. With a nearly $18M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80235 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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 111 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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