Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > california > fresno

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in California, Fresno

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.

I want to start planning.
HELP ME FIND MY PLANNER

Top 7 Retirement Planning firms in Fresno, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1312 W Herndon, Suite 101, Fresno, CA, 93711	$877,331,864	1752	14	A percentage of AUM, Hourly charges, Fixed fees
2	7700 North Palm Ave. #201, Fresno, CA, 93711-5780	$568,753,932	1373	8	A percentage of AUM, Fixed fees
3	986 West Alluvial Ave., Suite 101 Fresno, CA, 93711	$530,126,567	1376	8	A percentage of AUM, Hourly charges
4	1111 E Herndon Ave, Suite 109 Fresno, CA, 93720	$352,844,806	992	6	A percentage of AUM, Hourly charges, Fixed fees
5	684 West Cromwell Avenue, Suite 103 Fresno, CA, 93711	$275,690,147	929	9	A percentage of AUM, Hourly charges
6	7571 N. Remington Ave., Ste. 105, Fresno, CA, 93711-5799	$224,251,297	755	7	A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
7	9 E River Park Pl E, Suite 440, Fresno, CA, 93720-1530	$170,331,464	768	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fresno, California

REGENCY INVESTMENT ADVISORS INC

Find an Advisor

QualificationsFirm CRD# 106990

Assets Under Management $877,331,864

No. Of Clients1752

Clients Per Financial Advisor125

REGENCY INVESTMENT ADVISORS INC is a financial advisory firm situated in Fresno, California. With a nearly $877M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1752 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
Hourly charges
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
Education seminars/workshops

View Full Profile

WHELAN FINANCIAL

Find an Advisor

QualificationsFirm CRD# 107227

Assets Under Management $568,753,932

No. Of Clients1373

Clients Per Financial Advisor172

WHELAN FINANCIAL is a financial advisory firm situated in Fresno, California. With a nearly $569M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1373 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

Financial Planning Services

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

View Full Profile

BRIDGEWEALTH ADVISORY GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 293514

Assets Under Management $530,126,567

No. Of Clients1376

Clients Per Financial Advisor172

BRIDGEWEALTH ADVISORY GROUP, LLC is a financial advisory firm situated in Fresno, California. With a nearly $530M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1376 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
Hourly charges

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

View Full Profile

PRIVATE WEALTH ADVISORS

Find an Advisor

QualificationsFirm CRD# 141971

Assets Under Management $352,844,806

No. Of Clients992

Clients Per Financial Advisor165

PRIVATE WEALTH ADVISORS is a financial advisory firm situated in Fresno, California. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 992 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

PATHWAYS ADVISORY GROUP, INC.

Find an Advisor

QualificationsFirm CRD# 143817

Assets Under Management $275,690,147

No. Of Clients929

Clients Per Financial Advisor103

PATHWAYS ADVISORY GROUP, INC. is a financial advisory firm situated in Fresno, California. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 929 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

View Full Profile

PORTFOLIO ADVISORS, INC.

Find an Advisor

QualificationsFirm CRD# 106111

Assets Under Management $224,251,297

No. Of Clients755

Clients Per Financial Advisor108

PORTFOLIO ADVISORS, INC. is a financial advisory firm situated in Fresno, California. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 755 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
Hourly charges
Fixed fees
Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Financial Planning Services

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

View Full Profile

PLAN FINANCIAL

Find an Advisor

QualificationsFirm CRD# 44960

Assets Under Management $170,331,464

No. Of Clients768

Clients Per Financial Advisor128

PLAN FINANCIAL is a financial advisory firm situated in Fresno, California. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 768 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.