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Find Retirement Advisors for Retirement Planning in Laguna Niguel, California

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Finding the Best Retirement Planners in Laguna Niguel, California

Last Updated - April 11, 2024

Laguna Niguel has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Laguna Niguel, California have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Laguna Niguel, California

VERIFIED

Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.

Compensation/Fee

Not Specified

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VERIFIED

Simon Reeves
Pasadena Private Wealth

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
Irvine, CA 92618 See Details

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

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VERIFIED

Marianne Ehlers
Oakwood Wealth Partners

Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

17400 Laguna Canyon Road, Suite 125,
Irvine, CA 92618 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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VERIFIED

Ryan K. Gunn
CFP^®
Gunn Financial Associates/Royal Alliance Associates

Qualifications
CRD# 5326196
Firm CRD# 23131
Series 7, 66

Minimum Assets Required
$1,000,000

Address

616 S El Camino Real, Suite H,
San Clemente, CA 92672 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-Based, Flat Fee, Based on Assets

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VERIFIED

Dhillon Taylor
CFP^®
Secura Financial Planning & Wealth Management

Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66

Minimum Assets Required
$100,000

Address

333 City Blvd W Suite 2050,
Orange, CA 92868 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Michael Lynch
Lynch Financial Advisors

Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65

Minimum Assets Required
$0

Address

1700 Eureka Road, Suite 155,
Roseville, CA 92805 See Details

Advisory Services:

Tax Advice and Services.

Compensation/Fee

Fee-Only, Flat Fee

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VERIFIED

Matthew Pixa
My Portfolio Guide

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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VERIFIED

Michael Macauley
CFP^®, CFA^®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

Minimum Assets Required
$500,000

Address

2121 Avenue of the Stars, Suite 1600,
Los Angeles, CA 90067 See Details

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

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VERIFIED

Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

Address

2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067 See Details

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

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VERIFIED

Daniel Scott Johnson
CRPC^®
Windfall Advisors

Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

100 Wilshire Blvd Suite 700, Santa Monica, CA 90401,
620 Newport Center Dr, Suite 1100, Newport Beach, CA 92660,
Santa Monica, CA 90401 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 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

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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

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Top 2 Retirement Planning firms in Laguna Niguel, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	TCFG INVESTMENT ADVISORS, LLC 28202 Cabot Rd, Suite 300 Laguna Niguel, CA, 92677	$450,525,673	2294	33	A Percentage of AUM, Hourly charges
2	EHRLICH FINANCIAL GROUP 28202 Cabot Road, Suite 425 Laguna Niguel, CA, 92677	$168,181,073	692	5	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Laguna Niguel, California

TCFG INVESTMENT ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 166606

Assets Under Management $450,525,673

No. Of Clients2294

Clients Per Financial Advisor70

TCFG INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Laguna Niguel, California. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2294 clients. The team consists of 33 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

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EHRLICH FINANCIAL GROUP

Find an Advisor

QualificationsFirm CRD# 325595

Assets Under Management $168,181,073

No. Of Clients692

Clients Per Financial Advisor138

EHRLICH FINANCIAL GROUP is a financial advisory firm situated in Laguna Niguel, California. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 692 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
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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Retirement Planners Near You

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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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