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Find Retirement Advisors for Retirement Planning in San Mateo, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in San Mateo, California

Last Updated - May 31, 2025

San Mateo has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in San Mateo, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in San Mateo, California

VERIFIED

Hans Reese
CFP^®, CRPC^®, AAMS^®
New Stage Investment Group^®

Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Advisory Services:

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Hetal Saki
CFP^®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 See Details

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, Based on Assets

Find An Advisor

VERIFIED

The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP^®, CIMA^®, AIF^®

Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66

Minimum Assets Required
Not Specified

Address

580 California St #2300,
San Francisco, CA 94104 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

Top 8 Retirement Planning firms in San Mateo, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	950 Tower Lane, Suite 1800 Foster City, CA, 94404	$23,584,354,606	1434	156	A percentage of AUM, Fixed fees
2	950 Tower Ln, Ste 1900 Foster City, CA, 94404-2131	$6,062,652,350	2451	75	A percentage of AUM, Fixed fees, Performance Based
3	950 Tower Lane, Suite 1000 Foster City, CA, 94404	$3,524,525,041	1	40	A percentage of AUM, Performance Based
4	919 Hillsdale Blvd., Suite 150 Foster City, CA, 94404	$2,450,702,244	1301	40	A percentage of AUM
5	950 Tower Lane, Suite 750 Foster City, CA, 94404	$1,559,458,349	5	10	A percentage of AUM, Performance Based
6	950 Tower Lane, Suite 1625 Foster City, CA, 94404	$1,375,464,098	7	15	A percentage of AUM, Performance Based
7	303 Vintage Park Drive, Suite 100, Foster City, CA, 94404-1167	$506,151,502	564	4	A percentage of AUM
8	950 Tower Lane, Suite 1525 Foster City, CA, 94404	$308,459,382	25	3	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in San Mateo, California

IEQ CAPITAL, LLC

Find an Advisor

QualificationsFirm CRD# 301819

Assets Under Management $23,584,354,606

No. Of Clients1434

Clients Per Financial Advisor9

IEQ CAPITAL, LLC is a financial advisory firm situated in Foster City, California. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1434 clients. The team consists of 156 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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BAILARD, INC.

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QualificationsFirm CRD# 110550

Assets Under Management $6,062,652,350

No. Of Clients2451

Clients Per Financial Advisor33

BAILARD, INC. is a financial advisory firm situated in Foster City, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2451 clients. The team consists of 75 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

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BERTRAM CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 156920

Assets Under Management $3,524,525,041

No. Of Clients1

Clients Per Financial Advisor0

BERTRAM CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Foster City, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 40 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 vehicles

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SUMMITRY, LLC

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QualificationsFirm CRD# 128586

Assets Under Management $2,450,702,244

No. Of Clients1301

Clients Per Financial Advisor33

SUMMITRY, LLC is a financial advisory firm situated in Foster City, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1301 clients. The team consists of 40 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

AMERICAN INFRASTRUCTURE

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QualificationsFirm CRD# 299402

Assets Under Management $1,559,458,349

No. Of Clients5

Clients Per Financial Advisor1

AMERICAN INFRASTRUCTURE is a financial advisory firm situated in Foster City, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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NIPUN CAPITAL, L.P.

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QualificationsFirm CRD# 159752

Assets Under Management $1,375,464,098

No. Of Clients7

Clients Per Financial Advisor0

NIPUN CAPITAL, L.P. is a financial advisory firm situated in Foster City, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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NEUMANN CAPITAL MANAGEMENT

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QualificationsFirm CRD# 112182

Assets Under Management $506,151,502

No. Of Clients564

Clients Per Financial Advisor141

NEUMANN CAPITAL MANAGEMENT is a financial advisory firm situated in Foster City, California. With a nearly $506M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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KNUFF & COMPANY LLC

Find an Advisor

QualificationsFirm CRD# 298203

Assets Under Management $308,459,382

No. Of Clients25

Clients Per Financial Advisor8

KNUFF & COMPANY LLC is a financial advisory firm situated in Foster City, California. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 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
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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