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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 - September 5, 2024Fresno 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
VERIFIEDJared 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in Fresno, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | REGENCY INVESTMENT ADVISORS INC 1312 W Herndon, Suite 101, Fresno, CA, 93711 | $678,917,833 | 1632 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WHELAN FINANCIAL 7700 North Palm Ave. #201, Fresno, CA, 93711-5780 | $453,138,645 | 1193 | 8 | A Percentage of AUM, Fixed Fees |
| 3 | BRIDGEWEALTH ADVISORY GROUP, LLC 986 West Alluvial Ave., Suite 101 Fresno, CA, 93711 | $410,863,694 | 1265 | 8 | A Percentage of AUM, Hourly charges |
| 4 | PRIVATE WEALTH ADVISORS 7447 N. First Street, Suite 202 Fresno, CA, 93720 | $349,032,473 | 982 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PATHWAYS ADVISORY GROUP, INC. 684 West Cromwell Avenue, Suite 103 Fresno, CA, 93711 | $224,591,269 | 979 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | PORTFOLIO ADVISORS, INC. 7571 N. Remington Ave., Ste. 105, Fresno, CA, 93711-5799 | $196,750,557 | 839 | 5 | 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 | $168,413,992 | 791 | 6 | 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
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
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
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
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
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
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
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