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Find Retirement Advisors for Retirement Planning in Davis, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Davis, California

Last Updated - April 25, 2025

Davis has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Davis, California have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Davis, California

VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 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

Fee-Based

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

2175 North California Boulevard,
Suite 800,
Walnut Creek, CA 94596 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

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

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Top 3 Retirement Planning firms in Davis, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1107 Kennedy Place, Suite 3 Davis, CA, 95616-1273	$180,195,299	521	4	A percentage of AUM, Hourly charges, Fixed fees
2	231 D Street, Suite D Davis, CA, 95616	$139,202,408	299	2	Hourly charges, Fixed fees, Other (RETAINER FEES)
3	2820 5th St., Davis, CA, 95618	$115,174,062	4	7	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (LIQUIDATION MANAGEMENT FEE)

Information on Top Retirement Planning firms in Davis, California

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

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QualificationsFirm CRD# 151765

Assets Under Management $180,195,299

No. Of Clients521

Clients Per Financial Advisor130

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is a financial advisory firm situated in Davis, California. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 521 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 services
Portfolio management for individuals and/or small businesses

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ARCHER POINTE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 308777

Assets Under Management $139,202,408

No. Of Clients299

Clients Per Financial Advisor150

ARCHER POINTE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Davis, California. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 299 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees
Other (RETAINER FEES)

Financial Planning Services

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

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UPWELLING CAPITAL GROUP LLC

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QualificationsFirm CRD# 164653

Assets Under Management $115,174,062

No. Of Clients4

Clients Per Financial Advisor1

UPWELLING CAPITAL GROUP LLC is a financial advisory firm situated in Davis, California. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Hourly charges
Fixed fees
Performance Based
Other (LIQUIDATION MANAGEMENT FEE)

Financial Planning Services

Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES)

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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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