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Find Retirement Advisors for Retirement Planning in Fresno, 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 Fresno, California

Last Updated - April 10, 2024

Fresno has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Fresno, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Fresno, California

advisor-photo
vector.svg VERIFIED

Jared West
CFP®, CRM®
West Wealth Advisory Powered by LPL Financial

Qualifications
CRD# 3043661
Firm CRD# 6413

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
REGENCY INVESTMENT ADVISORS INC
1312 W Herndon, Suite 101,
Fresno, CA, 93711
$678,917,833163214
A Percentage of AUM, Hourly charges, Fixed Fees
2
WHELAN FINANCIAL
7700 North Palm Ave. #201,
Fresno, CA, 93711-5780
$453,138,64511938
A Percentage of AUM, Fixed Fees
3
BRIDGEWEALTH ADVISORY GROUP, LLC
986 West Alluvial Ave., Suite 101
Fresno, CA, 93711
$410,863,69412658
A Percentage of AUM, Hourly charges
4
PRIVATE WEALTH ADVISORS
7447 N. First Street, Suite 202
Fresno, CA, 93720
$349,032,4739826
A Percentage of AUM, Hourly charges, Fixed Fees
5
PATHWAYS ADVISORY GROUP, INC.
684 West Cromwell Avenue, Suite 103
Fresno, CA, 93711
$224,591,26997910
A Percentage of AUM, Hourly charges, Fixed Fees
6
PORTFOLIO ADVISORS, INC.
7571 N. Remington Ave., Ste. 105,
Fresno, CA, 93711-5799
$196,750,5578395
A Percentage of AUM, Fixed Fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
7
PLAN FINANCIAL
9 E River Park Pl E, Suite 440,
Fresno, CA, 93720-1530
$168,413,9927916
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Fresno, California

QualificationsFirm CRD# 106990

Assets Under Management $678,917,833

No. Of Clients1632

Clients Per Financial Advisor117

REGENCY INVESTMENT ADVISORS INC is a financial advisory firm situated in Fresno, California. With a nearly $679M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1632 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107227

Assets Under Management $453,138,645

No. Of Clients1193

Clients Per Financial Advisor149

WHELAN FINANCIAL is a financial advisory firm situated in Fresno, California. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1193 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 293514

Assets Under Management $410,863,694

No. Of Clients1265

Clients Per Financial Advisor158

BRIDGEWEALTH ADVISORY GROUP, LLC is a financial advisory firm situated in Fresno, California. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1265 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 141971

Assets Under Management $349,032,473

No. Of Clients982

Clients Per Financial Advisor164

PRIVATE WEALTH ADVISORS is a financial advisory firm situated in Fresno, California. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 982 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 143817

Assets Under Management $224,591,269

No. Of Clients979

Clients Per Financial Advisor98

PATHWAYS ADVISORY GROUP, INC. is a financial advisory firm situated in Fresno, California. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 979 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 106111

Assets Under Management $196,750,557

No. Of Clients839

Clients Per Financial Advisor168

PORTFOLIO ADVISORS, INC. is a financial advisory firm situated in Fresno, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 839 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 44960

Assets Under Management $168,413,992

No. Of Clients791

Clients Per Financial Advisor132

PLAN FINANCIAL is a financial advisory firm situated in Fresno, California. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 791 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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