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Find Retirement Advisors for Retirement Planning in Granite Bay, 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 Granite Bay, California

Last Updated - May 14, 2025

Granite Bay has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Granite Bay, California have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in Granite Bay, California

VERIFIED

Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

Address

3017 Douglas Blvd,
Roseville, CA 95661 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

2175 North California Boulevard,
Suite 800,
Walnut Creek, CA 94596 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Granite Bay, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4180 Douglas Blvd, Suite 200 Granite Bay, CA, 95746	$436,000,000	1800	2	A percentage of AUM, Fixed fees
2	5940 Granite Lake Drive, Granite Bay, CA, 95746	$399,051,530	1415	8	A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEES)
3	5925 Granite Lake Drive, Suite 130 Granite Bay, CA, 95746	$282,781,344	1202	3	A percentage of AUM, Hourly charges, Fixed fees
4	9700 Village Center Drive, Suite 50-A Granite Bay, CA, 95746	$132,998,523	424	8	A percentage of AUM, Hourly charges, Performance Based
5	4080 Cavitt Stallman Road, Suite 200 Granite Bay, CA, 95746	$100,000,000	400	2	A percentage of AUM

Information on Top Retirement Planning firms in Granite Bay, California

ABOUND FINANCIAL

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QualificationsFirm CRD# 327724

Assets Under Management $436,000,000

No. Of Clients1800

Clients Per Financial Advisor900

ABOUND FINANCIAL is a financial advisory firm situated in Granite Bay, California. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1800 clients. The team consists of 2 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

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PARKSHORE WEALTH MANAGEMENT

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QualificationsFirm CRD# 148052

Assets Under Management $399,051,530

No. Of Clients1415

Clients Per Financial Advisor177

PARKSHORE WEALTH MANAGEMENT is a financial advisory firm situated in Granite Bay, California. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1415 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
Fixed fees
Other (RETAINER 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
Other (TAX PREPARATION)

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SPECTRUM WEALTH ADVISORY GROUP, LLC

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QualificationsFirm CRD# 298632

Assets Under Management $282,781,344

No. Of Clients1202

Clients Per Financial Advisor401

SPECTRUM WEALTH ADVISORY GROUP, LLC is a financial advisory firm situated in Granite Bay, California. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1202 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
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

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DYNAMIC WEALTH STRATEGIES, LLC

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QualificationsFirm CRD# 167594

Assets Under Management $132,998,523

No. Of Clients424

Clients Per Financial Advisor53

DYNAMIC WEALTH STRATEGIES, LLC is a financial advisory firm situated in Granite Bay, California. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 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
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

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ONESOURCE WEALTH MANAGEMENT

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QualificationsFirm CRD# 319078

Assets Under Management $100,000,000

No. Of Clients400

Clients Per Financial Advisor200

ONESOURCE WEALTH MANAGEMENT is a financial advisory firm situated in Granite Bay, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 clients. The team consists of 2 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
Pesnsion consulting services
Education seminars/workshops

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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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