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.
Fairfield has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Fairfield, California have an average of 31 years of experience.
John Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Parker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2801 Waterman Blvd., Suite 250, Fairfield, CA, 94534 | $558,995,143 | 495 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1300 Oliver Road, Suite 210 Fairfield, CA, 94534 | $343,923,420 | 896 | 4 | A percentage of AUM |
QualificationsFirm CRD# 111990
Assets Under Management $558,995,143
No. Of Clients495
Clients Per Financial Advisor62
EPSILON FINANCIAL GROUP, INC. is a financial advisory firm situated in Fairfield, California. With a nearly $559M assets under management, the firm specializes in crafting personalized retirement planning solutions for 495 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322037
Assets Under Management $343,923,420
No. Of Clients896
Clients Per Financial Advisor224
SOLANO WEALTH MANAGEMENT is a financial advisory firm situated in Fairfield, California. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 896 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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