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.
El Dorado Hills has 5 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 El Dorado Hills, California have an average of 25 years of experience.
Brian Malkinson
HBW Advisory Services
Qualifications
CRD# 6952754
Firm CRD# 143665
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Allworth Financial
ChFC®, CFS®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
CRD# 108027
Firm CRD# 108027
Series 7, 65
Minimum Assets Required
$100,000
Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | VAN HULZEN ASSET MANAGEMENT 4370 Town Center Blvd., Suite 220 El Dorado Hills, CA, 95762 | $1,769,423,487 | 2454 | 19 | A Percentage of AUM, Hourly charges, Performance Based, Other (CONSULTING FEES) |
2 | STATHEROS FINANCIAL SOLUTIONS, INC. 1107 Investment Blvd., Ste. 135, El Dorado Hills, CA, 95762 | $578,058,999 | 1223 | 15 | A Percentage of AUM |
3 | GOLDENSTONE WEALTH MANAGEMENT 5170 Golden Foothill Parkway, El Dorado Hills, CA, 95762 | $123,012,100 | 161 | 2 | A Percentage of AUM |
4 | LARSEN WEALTH MANAGEMENT 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA, 95762 | $104,243,000 | 401 | 3 | A Percentage of AUM, Fixed Fees |
5 | MW INVESTMENT STRATEGY 4370 Town Center Blvd., Suite 220 El Dorado Hills, CA, 95762 | $48,186,114 | 59 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 116632
Assets Under Management $1,769,423,487
No. Of Clients2454
Clients Per Financial Advisor129
VAN HULZEN ASSET MANAGEMENT is a financial advisory firm situated in El Dorado Hills, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2454 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306217
Assets Under Management $578,058,999
No. Of Clients1223
Clients Per Financial Advisor82
STATHEROS FINANCIAL SOLUTIONS, INC. is a financial advisory firm situated in El Dorado Hills, California. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1223 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310041
Assets Under Management $123,012,100
No. Of Clients161
Clients Per Financial Advisor81
GOLDENSTONE WEALTH MANAGEMENT is a financial advisory firm situated in El Dorado Hills, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 161 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146620
Assets Under Management $104,243,000
No. Of Clients401
Clients Per Financial Advisor134
LARSEN WEALTH MANAGEMENT is a financial advisory firm situated in El Dorado Hills, California. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 401 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118433
Assets Under Management $48,186,114
No. Of Clients59
Clients Per Financial Advisor10
MW INVESTMENT STRATEGY is a financial advisory firm situated in El Dorado Hills, California. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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