Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > california > hermosa beach

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 Local,

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 Local,

Last Updated - April 22, 2026

Local has 9 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 Local, have an average of 29 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors Near you

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

Andrew Eddy
CFP^®, CLU^®, AIF^®, ChFC^®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Ira Zito
CFP^®, ChFC^®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Trilogy Financial

Qualifications
Firm CRD# 281597

Minimum Assets Required
Not Specified

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based

Find An Advisor

Top 5 Retirement Planning firms in Local, (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1301 Manhattan Avenue, Hermosa Beach, CA, 90254	$8,589,954,725	28	75	A percentage of AUM, Performance Based
2	1601 Pacific Cost Highway, Suite 290 Hermosa Beach, CA, 90254	$825,539,718	1	1	Fixed fees
3	338 Pier Avenue, Hermosa Beach, CA, 90254	$516,269,565	3	8	A percentage of AUM, Performance Based
4	727 2nd Street, #106 Hermosa Beach, CA, 90254	$87,779,764	4	5	A percentage of AUM
5	555 Pier Avenue, Suite C Hermosa Beach, CA, 90254	$20,000	2	1	A percentage of AUM

Information on Top Retirement Planning firms in Local,

MARLIN EQUITY PARTNERS

Find an Advisor

QualificationsFirm CRD# 160672

Assets Under Management $8,589,954,725

No. Of Clients28

Clients Per Financial Advisor0

MARLIN EQUITY PARTNERS is a financial advisory firm situated in Hermosa Beach, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

HH CAPITAL MANAGEMENT, INC.

Find an Advisor

QualificationsFirm CRD# 310147

Assets Under Management $825,539,718

No. Of Clients1

Clients Per Financial Advisor1

HH CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Hermosa Beach, California. With a nearly $826M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for businesses or institutional clients

View Full Profile

NOLAN MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 312637

Assets Under Management $516,269,565

No. Of Clients3

Clients Per Financial Advisor0

NOLAN MANAGEMENT LLC is a financial advisory firm situated in Hermosa Beach, California. With a nearly $516M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

JACOB ASSET MANAGEMENT OF NEW YORK LLC

Find an Advisor

QualificationsFirm CRD# 112006

Assets Under Management $87,779,764

No. Of Clients4

Clients Per Financial Advisor1

JACOB ASSET MANAGEMENT OF NEW YORK LLC is a financial advisory firm situated in Hermosa Beach, California. With a nearly $88M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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

Financial Planning Services

Portfolio management for investment companies

View Full Profile

MUNIFI, LLC

Find an Advisor

QualificationsFirm CRD# 331613

Assets Under Management $20,000

No. Of Clients2

Clients Per Financial Advisor2

MUNIFI, LLC is a financial advisory firm situated in Hermosa Beach, California. With a nearly $20K assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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.