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 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.
Encinitas has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Encinitas, California have an average of 12 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Based on Assets
Serena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
Erick Conway
CFP®
Strong Valley Wealth & Pension
Qualifications
CRD# 5621699
Firm CRD# 284656
Minimum Assets Required
$100,000
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Based on Assets
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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
Fee-Only, Flat Fee, Based on Assets
Robert Gloss
Prudential
Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66
Minimum Assets Required
$0
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, Insurance Products & Annuities
Fee-Based, Based on Assets
Andrew Chabot
MBA, CFP®
Rancho Wealth Management
Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65
Minimum Assets Required
$100,000
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 662 Encinitas Blvd, Ste 250 Encinitas, CA, 92024 | $1,139,916,747 | 9 | 14 | A percentage of AUM, Fixed fees, Performance Based |
2 | 1106 2nd Street, Suite 102 Encinitas, CA, 92024 | $399,221,544 | 1229 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 280 N Coast Highway 101, Encinitas, CA, 92024 | $202,951,995 | 441 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 533 Second Street, Suite 207, Encinitas, CA, 92024 | $105,000,000 | 84 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 297613
Assets Under Management $1,139,916,747
No. Of Clients9
Clients Per Financial Advisor1
SWEETWATER PRIVATE EQUITY is a financial advisory firm situated in Encinitas, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290289
Assets Under Management $399,221,544
No. Of Clients1229
Clients Per Financial Advisor82
ROOT FINANCIAL PARTNERS is a financial advisory firm situated in Encinitas, California. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305121
Assets Under Management $202,951,995
No. Of Clients441
Clients Per Financial Advisor110
COOPER CAPITAL GROUP is a financial advisory firm situated in Encinitas, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175289
Assets Under Management $105,000,000
No. Of Clients84
Clients Per Financial Advisor21
STONE STEPS FINANCIAL, LLC is a financial advisory firm situated in Encinitas, California. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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