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Find Retirement Advisors for Retirement Planning in La Jolla, 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 La Jolla, California
Last Updated - April 13, 2024La Jolla has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in La Jolla, California have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in La Jolla, California
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66
Minimum Assets Required
$100,000
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-Based, Commissions, Flat Fee, Based on Assets
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDAndrew Chabot
MBA, CFP®
Rancho Wealth Management
Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRoy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDNathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Since 1998
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Top 15 Retirement Planning firms in La Jolla, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STEPSTONE GROUP LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $75,405,865,130 | 308 | 585 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | STEPSTONE GROUP REAL ASSETS LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $23,806,927,038 | 37 | 67 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | BRANDES INVESTMENT PARTNERS, LP 4275 Executive Square, 5th Floor, La Jolla, CA, 92037 | $17,530,381,334 | 8697 | 144 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | STEPSTONE GROUP REAL ESTATE LP 4225 Executive Square, Suite 1600 La Jolla, CA, 92037 | $11,182,324,201 | 52 | 66 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | ALPHACORE CAPITAL LLC 875 Prospect Street, Suite 315 La Jolla, CA, 92037 | $2,325,402,186 | 2968 | 28 | A Percentage of AUM, Other (FIXED OR PERCENTAGE FEE FOR INSTITUTIONAL CONSULTING SERVICES) |
| 6 | COASTEDGE PARTNERS, LLC 888 Prospect St., Suite 220 La Jolla, CA, 92037 | $2,167,136,000 | 1056 | 14 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | CONTEXT CAPITAL MANAGEMENT LLC 7724 Girard Avenue, Suite 300 La Jolla, CA, 92037 | $1,781,877,859 | 3 | 12 | A Percentage of AUM, Performance Based |
| 8 | CALLAN CAPITAL, LLC 1250 Prospect Street, Suite 01 La Jolla, CA, 92037 | $1,477,212,185 | 1064 | 16 | A Percentage of AUM, Fixed Fees |
| 9 | MAKAIRA PARTNERS, LLC 7776 Ivanhoe Avenue, #250 La Jolla, CA, 92037 | $775,068,000 | 4 | 7 | A Percentage of AUM, Performance Based |
| 10 | FRONTIER GLOBAL PARTNERS LLC 7817 Ivanhoe Avenue, Suite 200 La Jolla, CA, 92037 | $651,754,329 | 53 | 10 | A Percentage of AUM, Performance Based |
| 11 | FINANCIAL ALTERNATIVES, INC. 7825 Fay Avenue, Suite 210 La Jolla, CA, 92037 | $458,983,612 | 1223 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | ALTEGRIS ADVISORS, LLC 1200 Prospect Street, Suite 400 La Jolla, CA, 92037 | $327,554,909 | 3 | 8 | A Percentage of AUM |
| 13 | CASTLE COAST WEALTH, LLC 4225 Executive Square, Suite 1030 La Jolla, CA, 92037 | $282,197,908 | 947 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | CANTER WEALTH 7825 Fay Avenue, Suite 140 La Jolla, CA, 92037 | $217,348,557 | 238 | 9 | A Percentage of AUM, Fixed Fees, Other (EDUCATIONAL SEMINARS) |
| 15 | CARTER FINANCIAL, LLC 4225 Executive Square, Suite 1030 La Jolla, CA, 92037 | $190,514,241 | 514 | 3 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in La Jolla, California
QualificationsFirm CRD# 143635
Assets Under Management $75,405,865,130
No. Of Clients308
Clients Per Financial Advisor1
STEPSTONE GROUP LP is a financial advisory firm situated in La Jolla, California. With a nearly $75B assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 clients. The team consists of 585 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 281695
Assets Under Management $23,806,927,038
No. Of Clients37
Clients Per Financial Advisor1
STEPSTONE GROUP REAL ASSETS LP is a financial advisory firm situated in La Jolla, California. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105404
Assets Under Management $17,530,381,334
No. Of Clients8697
Clients Per Financial Advisor60
BRANDES INVESTMENT PARTNERS, LP is a financial advisory firm situated in La Jolla, California. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8697 clients. The team consists of 144 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 281698
Assets Under Management $11,182,324,201
No. Of Clients52
Clients Per Financial Advisor1
STEPSTONE GROUP REAL ESTATE LP is a financial advisory firm situated in La Jolla, California. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 66 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 174346
Assets Under Management $2,325,402,186
No. Of Clients2968
Clients Per Financial Advisor106
ALPHACORE CAPITAL LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2968 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FIXED OR PERCENTAGE FEE FOR INSTITUTIONAL CONSULTING SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149685
Assets Under Management $2,167,136,000
No. Of Clients1056
Clients Per Financial Advisor75
COASTEDGE PARTNERS, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1056 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 115167
Assets Under Management $1,781,877,859
No. Of Clients3
Clients Per Financial Advisor0
CONTEXT CAPITAL MANAGEMENT LLC is a financial advisory firm situated in La Jolla, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 12 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 Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 142527
Assets Under Management $1,477,212,185
No. Of Clients1064
Clients Per Financial Advisor67
CALLAN CAPITAL, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1064 clients. The team consists of 16 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
- Selection of Other Advisors
QualificationsFirm CRD# 153729
Assets Under Management $775,068,000
No. Of Clients4
Clients Per Financial Advisor1
MAKAIRA PARTNERS, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 145341
Assets Under Management $651,754,329
No. Of Clients53
Clients Per Financial Advisor5
FRONTIER GLOBAL PARTNERS LLC is a financial advisory firm situated in La Jolla, California. With a nearly $652M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108245
Assets Under Management $458,983,612
No. Of Clients1223
Clients Per Financial Advisor102
FINANCIAL ALTERNATIVES, INC. is a financial advisory firm situated in La Jolla, California. With a nearly $459M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1223 clients. The team consists of 12 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
- Selection of Other Advisors
QualificationsFirm CRD# 154003
Assets Under Management $327,554,909
No. Of Clients3
Clients Per Financial Advisor0
ALTEGRIS ADVISORS, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $328M 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 298439
Assets Under Management $282,197,908
No. Of Clients947
Clients Per Financial Advisor118
CASTLE COAST WEALTH, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 947 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 167828
Assets Under Management $217,348,557
No. Of Clients238
Clients Per Financial Advisor26
CANTER WEALTH is a financial advisory firm situated in La Jolla, California. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
- Fixed Fees
- Other (EDUCATIONAL SEMINARS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 298327
Assets Under Management $190,514,241
No. Of Clients514
Clients Per Financial Advisor171
CARTER FINANCIAL, LLC is a financial advisory firm situated in La Jolla, California. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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