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Find Retirement Advisors for Retirement Planning in Del Mar, 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 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 Del Mar, California

Last Updated - January 7, 2025

Del Mar has 8 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 Del Mar, California have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Del Mar, California

VERIFIED

Aaron Wiegman
CFP^®
Savvy Advisors, Inc

Qualifications
CRD# 3277597
Firm CRD# 318493
Series 7, 66

Minimum Assets Required
$500,000

Address

424 Stratford Ct.,
Unit A16,
Del Mar, CA 92014 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

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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

Stratos Private Wealth

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses.

Compensation/Fee

Based on Assets

Find An Advisor

VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 5685
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

2888 Loker Avenue East, Suite 322,
Carlsbad, CA 92010 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Erick Conway
CFP^®
Strong Valley Wealth & Pension

Qualifications
CRD# 5621699
Firm CRD# 284656

Minimum Assets Required
$100,000

Address

12555 High Bluff Dr,
Ste 210,
San Diego, CA 92109 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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 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

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Top 5 Retirement Planning firms in Del Mar, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	WEATHERLY ASSET MANAGEMENT 832 Camino Del Mar, Suite 4, Del Mar, CA, 92014	$1,013,762,056	1275	15	A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
2	FIRST TURN MANAGEMENT, LLC 1155 Camino Del Mar, Suite 734 Del Mar, CA, 92014	$618,858,773	4	2	A Percentage of AUM, Performance Based
3	FIRST LIGHT RETIREMENT, LLC 1330 Camino Del Mar, Del Mar, CA, 92014	$571,136,479	23	2	A Percentage of AUM
4	TORREY GROWTH & INCOME ADVISORS, LLC 1233 Camino Del Mar, Del Mar, CA, 92014	$251,376,666	221	2	A Percentage of AUM
5	DEL MAR WEALTH MANAGEMENT INC 1110 Camino Del Mar, Suite B Del Mar, CA, 92014	$108,281,389	266	2	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Del Mar, California

WEATHERLY ASSET MANAGEMENT

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QualificationsFirm CRD# 106935

Assets Under Management $1,013,762,056

No. Of Clients1275

Clients Per Financial Advisor85

WEATHERLY ASSET MANAGEMENT is a financial advisory firm situated in Del Mar, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1275 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Publication of periodicals or Newsleters

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FIRST TURN MANAGEMENT, LLC

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QualificationsFirm CRD# 327421

Assets Under Management $618,858,773

No. Of Clients4

Clients Per Financial Advisor2

FIRST TURN MANAGEMENT, LLC is a financial advisory firm situated in Del Mar, California. With a nearly $619M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 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
Portfolio Management for Business

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FIRST LIGHT RETIREMENT, LLC

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QualificationsFirm CRD# 314509

Assets Under Management $571,136,479

No. Of Clients23

Clients Per Financial Advisor12

FIRST LIGHT RETIREMENT, LLC is a financial advisory firm situated in Del Mar, California. With a nearly $571M assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Pension Consulting Services

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TORREY GROWTH & INCOME ADVISORS, LLC

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QualificationsFirm CRD# 139940

Assets Under Management $251,376,666

No. Of Clients221

Clients Per Financial Advisor111

TORREY GROWTH & INCOME ADVISORS, LLC is a financial advisory firm situated in Del Mar, California. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 221 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Portfolio Management for Individuals

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DEL MAR WEALTH MANAGEMENT INC

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QualificationsFirm CRD# 175022

Assets Under Management $108,281,389

No. Of Clients266

Clients Per Financial Advisor133

DEL MAR WEALTH MANAGEMENT INC is a financial advisory firm situated in Del Mar, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 266 clients. The team consists of 2 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
Portfolio Management for Business
Selection of Other Advisors

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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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