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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 - May 24, 2025Culver City has 17 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 23 years of experience.
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List of Qualified Retirement Planning Advisors in Culver City, California
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAndrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
Not Specified
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, 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, Based on Assets
VERIFIEDPure Financial Advisors LLC
Pure Financial Advisors, LLC
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAlano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
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
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMatthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Minimum Assets Required
$50,000
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
VERIFIEDMichael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
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
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
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
Since 1998
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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
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
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
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
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
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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