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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 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 Del Mar, California

Last Updated - April 25, 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 10 years of experience.

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List of Qualified Retirement Planning Advisors in Del Mar, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

6935 Cowles Mountain Blvd,
San Diego, CA 92119 See Details

Advisory Services:

Compensation/Fee

Fee-Based, 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	832 Camino Del Mar, Suite 4, Del Mar, CA, 92014	$1,502,521,887	1310	15	A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
2	1155 Camino Del Mar, Suite 734 Del Mar, CA, 92014	$711,648,446	3	2	A percentage of AUM, Performance Based
3	1330 Camino Del Mar, Del Mar, CA, 92014	$666,207,971	23	2	A percentage of AUM
4	1233 Camino Del Mar, Del Mar, CA, 92014	$322,165,732	485	3	A percentage of AUM
5	1110 Camino Del Mar, Suite B Del Mar, CA, 92014	$147,517,296	273	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 $1,502,521,887

No. Of Clients1310

Clients Per Financial Advisor87

WEATHERLY ASSET MANAGEMENT is a financial advisory firm situated in Del Mar, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1310 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

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FIRST TURN MANAGEMENT, LLC

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QualificationsFirm CRD# 327421

Assets Under Management $711,648,446

No. Of Clients3

Clients Per Financial Advisor2

FIRST TURN MANAGEMENT, LLC is a financial advisory firm situated in Del Mar, California. With a nearly $712M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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 and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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FIRST LIGHT RETIREMENT, LLC

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QualificationsFirm CRD# 314509

Assets Under Management $666,207,971

No. Of Clients23

Clients Per Financial Advisor12

FIRST LIGHT RETIREMENT, LLC is a financial advisory firm situated in Del Mar, California. With a nearly $666M 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

Pesnsion consulting services

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TORREY GROWTH & INCOME ADVISORS, LLC

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QualificationsFirm CRD# 139940

Assets Under Management $322,165,732

No. Of Clients485

Clients Per Financial Advisor162

TORREY GROWTH & INCOME ADVISORS, LLC is a financial advisory firm situated in Del Mar, California. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 485 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (INVESTMENT CONSULTING)

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DEL MAR WEALTH MANAGEMENT INC

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QualificationsFirm CRD# 175022

Assets Under Management $147,517,296

No. Of Clients273

Clients Per Financial Advisor137

DEL MAR WEALTH MANAGEMENT INC is a financial advisory firm situated in Del Mar, California. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 273 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for 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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