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Find Retirement Advisors for Retirement Planning in El Segundo, 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 Segundo, California
Last Updated - April 18, 2024El Segundo has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These retirement advisors in El Segundo, California have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in El Segundo, California
VERIFIEDAndrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
Not Specified
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
Not Specified
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDRoy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDNathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
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Top 15 Retirement Planning firms in El Segundo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | IM GLOBAL PARTNER FUND MANAGEMENT LLC 2301 Rosecrans Avenue, Suite 2150 El Segundo, CA, 90245 | $3,324,561,725 | 13 | 30 | A Percentage of AUM |
| 2 | OMNICAP GROUP LLC 2286 E. Maple Ave, El Segundo, CA, 90245 | $3,062,845,000 | 245 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | GRANITE INVESTMENT PARTNERS, LLC 2321 Rosecrans Avenue, Suite 4200 El Segundo, CA, 90245 | $2,627,340,127 | 2132 | 22 | A Percentage of AUM, Performance Based |
| 4 | HALSEYPOINT ASSET MANAGEMENT 200 N. Pacific Coast Highway, Suite 675 El Segundo, CA, 90245 | $2,593,672,656 | 8 | 12 | A Percentage of AUM, Performance Based |
| 5 | PACIFIC INCOME ADVISERS INC 2321 Rosecrans Ave., Suite 1260 El Segundo, CA, 90245-4987 | $1,831,014,000 | 2509 | 14 | A Percentage of AUM |
| 6 | MONOGRAPH WEALTH ADVISORS, LLC 830 South Pacific Coast Highway, Suite 202, El Segundo, CA, 90245 | $1,782,938,774 | 880 | 11 | A Percentage of AUM, Fixed Fees, Other (CUSTOM WEALTH PLANNING SERVICES) |
| 7 | CALMWATER CAPITAL 507 S Douglas St, 2nd Floor, El Segundo, CA, 90245 | $1,449,278,994 | 7 | 17 | A Percentage of AUM, Performance Based |
| 8 | THOROFARE, LLC 100 North Pacific Coast Highway, Suite 2050 El Segundo, CA, 90245 | $1,412,607,371 | 2 | 25 | A Percentage of AUM, Performance Based, Other (ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES) |
| 9 | CS CAPITAL MANAGEMENT INC 2274 E Maple Ave, El Segundo, CA, 90245-6507 | $1,374,259,694 | 2 | 7 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | VALIDUS CAPITAL LLC 2221 Rosecrans Avenue, Suite 150 El Segundo, CA, 90245 | $1,345,497,137 | 2396 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | ARX MANAGEMENT, LLC 1730 E Holly Ave, El Segundo, CA, 90245 | $1,029,441,874 | 33 | 4 | A Percentage of AUM, Fixed Fees |
| 12 | REGATTA CAPITAL GROUP, LLC 880 Apollo St., Suite 129 El Segundo, CA, 90245 | $1,017,962,240 | 3231 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 13 | TRANSOM CAPITAL GROUP 100 N. Pacific Coast Highway, Suite 1725 El Segundo, CA, 90245 | $961,470,771 | 8 | 17 | A Percentage of AUM, Performance Based |
| 14 | CURATED WEALTH PARTNERS, LLC 2321 Rosecrans Avenue, Suite 2215 El Segundo, CA, 90245 | $730,000,000 | 198 | 8 | A Percentage of AUM, Fixed Fees, Other (CARRIED INTEREST FROM PRIVATE FUND) |
| 15 | PHAEACIAN PARTNERS LLC 880 Apollo Street, Suite 222 El Segundo, CA, 90245 | $640,609,412 | 4 | 9 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in El Segundo, California
QualificationsFirm CRD# 110005
Assets Under Management $3,324,561,725
No. Of Clients13
Clients Per Financial Advisor0
IM GLOBAL PARTNER FUND MANAGEMENT LLC is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 30 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 Investment
QualificationsFirm CRD# 133387
Assets Under Management $3,062,845,000
No. Of Clients245
Clients Per Financial Advisor25
OMNICAP GROUP LLC is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 10 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
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 150632
Assets Under Management $2,627,340,127
No. Of Clients2132
Clients Per Financial Advisor97
GRANITE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2132 clients. The team consists of 22 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 305194
Assets Under Management $2,593,672,656
No. Of Clients8
Clients Per Financial Advisor1
HALSEYPOINT ASSET MANAGEMENT is a financial advisory firm situated in El Segundo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 12 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 pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104719
Assets Under Management $1,831,014,000
No. Of Clients2509
Clients Per Financial Advisor179
PACIFIC INCOME ADVISERS INC is a financial advisory firm situated in El Segundo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2509 clients. The team consists of 14 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 173949
Assets Under Management $1,782,938,774
No. Of Clients880
Clients Per Financial Advisor80
MONOGRAPH WEALTH ADVISORS, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 880 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (CUSTOM WEALTH PLANNING SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 282617
Assets Under Management $1,449,278,994
No. Of Clients7
Clients Per Financial Advisor0
CALMWATER CAPITAL is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 17 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 pooled Investment
QualificationsFirm CRD# 171293
Assets Under Management $1,412,607,371
No. Of Clients2
Clients Per Financial Advisor0
THOROFARE, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ORIGINATION FEES
- DEFERRED ORIGINATION FEES
- MODIFICATION FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 106492
Assets Under Management $1,374,259,694
No. Of Clients2
Clients Per Financial Advisor0
CS CAPITAL MANAGEMENT INC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 319212
Assets Under Management $1,345,497,137
No. Of Clients2396
Clients Per Financial Advisor200
VALIDUS CAPITAL LLC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2396 clients. The team consists of 12 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 pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 305659
Assets Under Management $1,029,441,874
No. Of Clients33
Clients Per Financial Advisor8
ARX MANAGEMENT, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 145363
Assets Under Management $1,017,962,240
No. Of Clients3231
Clients Per Financial Advisor190
REGATTA CAPITAL GROUP, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3231 clients. The team consists of 17 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 170459
Assets Under Management $961,470,771
No. Of Clients8
Clients Per Financial Advisor0
TRANSOM CAPITAL GROUP is a financial advisory firm situated in El Segundo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 17 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 pooled Investment
QualificationsFirm CRD# 297852
Assets Under Management $730,000,000
No. Of Clients198
Clients Per Financial Advisor25
CURATED WEALTH PARTNERS, LLC is a financial advisory firm situated in El Segundo, California. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 198 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (CARRIED INTEREST FROM PRIVATE FUND)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 307899
Assets Under Management $640,609,412
No. Of Clients4
Clients Per Financial Advisor0
PHAEACIAN PARTNERS LLC is a financial advisory firm situated in El Segundo, California. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 9 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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