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Find Retirement Advisors for Retirement Planning in El Dorado Hills, 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 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 El Dorado Hills, California

Last Updated - March 21, 2024

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.

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List of Qualified Retirement Planning Advisors in El Dorado Hills, California

advisor-photo
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Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

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-Only, Based on Assets

advisor-photo
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Allworth Financial
ChFC®, CFS®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 108027
Firm CRD# 108027
Series 7, 65

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

Top 5 Retirement Planning firms in El Dorado Hills, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VAN HULZEN ASSET MANAGEMENT
4370 Town Center Blvd., Suite 220
El Dorado Hills, CA, 95762
$1,769,423,487245419
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
$578,058,999122315
A Percentage of AUM
3
GOLDENSTONE WEALTH MANAGEMENT
5170 Golden Foothill Parkway,
El Dorado Hills, CA, 95762
$123,012,1001612
A Percentage of AUM
4
LARSEN WEALTH MANAGEMENT
5180 Golden Foothill Pkwy, Ste 220,
El Dorado Hills, CA, 95762
$104,243,0004013
A Percentage of AUM, Fixed Fees
5
MW INVESTMENT STRATEGY
4370 Town Center Blvd., Suite 220
El Dorado Hills, CA, 95762
$48,186,114596
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in El Dorado Hills, California

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based
  • Other (CONSULTING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

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
View Full Profile

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