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

Last Updated - April 25, 2025

Lafayette has 10 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 Lafayette, California have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Lafayette, California

VERIFIED

David Bobrowsky
CFP^®, CLU^®, Chartered SRI Counselor, ChFC^®
Gateway Financial Advisors, Inc.

Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$500,000

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 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

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

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

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

MC Financial Partners

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

Address

1855 Gateway Blvd,
Ste 570,
Concord, CA 94520 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP^®, CIMA^®, AIF^®

Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66

Minimum Assets Required
Not Specified

Address

580 California St #2300,
San Francisco, CA 94104 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Hetal Saki
CFP^®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3658 Mt. Diablo Blvd., Suite 200 Lafayette, CA, 94549-3751	$471,866,324	1	10	A percentage of AUM
2	3390 Mt. Diablo Boulevard, Suite 250 Lafayette, CA, 94549	$268,904,415	763	7	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
3	3466 Mt. Diablo Blvd., Suite C-201 Lafayette, CA, 94549	$241,926,123	532	6	A percentage of AUM, Fixed fees
4	3658 Mount Diablo Boulevard, Suite 225 Lafayette, CA, 94549	$225,000,000	140	2	A percentage of AUM, Fixed fees
5	985 Moraga Rd., Suite 207 Lafayette, CA, 94549	$214,315,704	542	3	A percentage of AUM
6	3620 Happy Valley Road, Suite 103 Lafayette, CA, 94549	$148,375,516	311	2	A percentage of AUM, Hourly charges, Fixed fees
7	3658 Mt Diablo Blvd, Suite 201, Lafayette, CA, 94549	$297,000	3	4	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Lafayette, California

GIFFORD FONG ASSOCIATES

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QualificationsFirm CRD# 142917

Assets Under Management $471,866,324

No. Of Clients1

Clients Per Financial Advisor0

GIFFORD FONG ASSOCIATES is a financial advisory firm situated in Lafayette, California. With a nearly $472M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

Portfolio management for businesses or institutional clients

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GEBHARDT GROUP, INC

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QualificationsFirm CRD# 142903

Assets Under Management $268,904,415

No. Of Clients763

Clients Per Financial Advisor109

GEBHARDT GROUP, INC is a financial advisory firm situated in Lafayette, California. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 763 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
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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THE FOUNDATION INVESTMENT GROUP

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QualificationsFirm CRD# 318369

Assets Under Management $241,926,123

No. Of Clients532

Clients Per Financial Advisor89

THE FOUNDATION INVESTMENT GROUP is a financial advisory firm situated in Lafayette, California. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 532 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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WALLACE ADVISORY GROUP, LLC

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QualificationsFirm CRD# 281049

Assets Under Management $225,000,000

No. Of Clients140

Clients Per Financial Advisor70

WALLACE ADVISORY GROUP, LLC is a financial advisory firm situated in Lafayette, California. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 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
Selection for other advisors

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LEWIS ASSET MANAGEMENT

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QualificationsFirm CRD# 143409

Assets Under Management $214,315,704

No. Of Clients542

Clients Per Financial Advisor181

LEWIS ASSET MANAGEMENT is a financial advisory firm situated in Lafayette, California. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 542 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

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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GARNER FINANCIAL MANAGEMENT

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QualificationsFirm CRD# 131628

Assets Under Management $148,375,516

No. Of Clients311

Clients Per Financial Advisor156

GARNER FINANCIAL MANAGEMENT is a financial advisory firm situated in Lafayette, California. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 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
Hourly charges
Fixed fees

Financial Planning Services

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

View Full Profile

LLOYD TEVIS INVESTMENTS, LLC

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QualificationsFirm CRD# 323061

Assets Under Management $297,000

No. Of Clients3

Clients Per Financial Advisor1

LLOYD TEVIS INVESTMENTS, LLC is a financial advisory firm situated in Lafayette, California. With a nearly $297K assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 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
Publication of periodicals and newsletters

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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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