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Find Retirement Advisors for Retirement Planning in Los Altos, 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 Los Altos, California

Last Updated - April 25, 2025

Los Altos has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Los Altos, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Los Altos, California

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

Hans Reese
CFP^®, CRPC^®, AAMS^®
New Stage Investment Group^®

Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Advisory Services:

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compensation/Fee

Fee-Based, Hourly, 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:

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, 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

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

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

Top 9 Retirement Planning firms in Los Altos, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1 First Street, Suite 13 Los Altos, CA, 94022-2756	$1,255,969,000	5	6	A percentage of AUM, Performance Based
2	240 Third Street, Suite 110 Los Altos, CA, 94022	$756,423,205	589	9	A percentage of AUM, Hourly charges, Fixed fees
3	175 S San Antonio Road, Suite 101 Los Altos, CA, 94022	$647,904,703	748	6	A percentage of AUM
4	4546 El Camino Real B10, #1013 Los Altos, CA, 94022	$456,940,000	821	13	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
5	4984 El Camino Real, Suite 101, Los Altos, CA, 94022	$453,285,061	531	2	A percentage of AUM
6	4 Main Street, Suite 240 Los Altos, CA, 94022	$337,916,530	291	2	A percentage of AUM
7	4966 El Camino Real, Suite 109 Los Altos, CA, 94022	$168,143,732	55	2	A percentage of AUM, Fixed fees
8	280 2nd Street, Suite 280, Los Altos, CA, 94022	$151,285,107	243	2	A percentage of AUM, Fixed fees
9	201 Main Street, Suite 150 Los Altos, CA, 94022	$102,336,811	255	3	A percentage of AUM

Information on Top Retirement Planning firms in Los Altos, California

STRATEGY CAPITAL LLC

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QualificationsFirm CRD# 169007

Assets Under Management $1,255,969,000

No. Of Clients5

Clients Per Financial Advisor1

STRATEGY CAPITAL LLC is a financial advisory firm situated in Los Altos, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
Performance Based

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

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THREE BRIDGE WEALTH ADVISORS

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QualificationsFirm CRD# 150460

Assets Under Management $756,423,205

No. Of Clients589

Clients Per Financial Advisor65

THREE BRIDGE WEALTH ADVISORS is a financial advisory firm situated in Los Altos, California. With a nearly $756M assets under management, the firm specializes in crafting personalized retirement planning solutions for 589 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
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
Selection for other advisors

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TRAVEKA WEALTH, LLC

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QualificationsFirm CRD# 328421

Assets Under Management $647,904,703

No. Of Clients748

Clients Per Financial Advisor125

TRAVEKA WEALTH, LLC is a financial advisory firm situated in Los Altos, California. With a nearly $648M assets under management, the firm specializes in crafting personalized retirement planning solutions for 748 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

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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DIVERSIFI CAPITAL LLC

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QualificationsFirm CRD# 242788

Assets Under Management $456,940,000

No. Of Clients821

Clients Per Financial Advisor63

DIVERSIFI CAPITAL LLC is a financial advisory firm situated in Los Altos, California. With a nearly $457M assets under management, the firm specializes in crafting personalized retirement planning solutions for 821 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Education seminars/workshops

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RILEY FRIEDMAN ASSET MANAGEMENT

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QualificationsFirm CRD# 155810

Assets Under Management $453,285,061

No. Of Clients531

Clients Per Financial Advisor266

RILEY FRIEDMAN ASSET MANAGEMENT is a financial advisory firm situated in Los Altos, California. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 531 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

Portfolio management for individuals and/or small businesses

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FLYWHEEL PRIVATE WEALTH LLC

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QualificationsFirm CRD# 325690

Assets Under Management $337,916,530

No. Of Clients291

Clients Per Financial Advisor146

FLYWHEEL PRIVATE WEALTH LLC is a financial advisory firm situated in Los Altos, California. With a nearly $338M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 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
Portfolio management for businesses or institutional clients
Selection for other advisors

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JOHNSON LYMAN WEALTH ADVISORS

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QualificationsFirm CRD# 150150

Assets Under Management $168,143,732

No. Of Clients55

Clients Per Financial Advisor28

JOHNSON LYMAN WEALTH ADVISORS is a financial advisory firm situated in Los Altos, California. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 55 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
Pesnsion consulting services
Selection for other advisors

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GATES PASS ADVISORS, LLC

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QualificationsFirm CRD# 269983

Assets Under Management $151,285,107

No. Of Clients243

Clients Per Financial Advisor122

GATES PASS ADVISORS, LLC is a financial advisory firm situated in Los Altos, California. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 243 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
Selection for other advisors

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CHANGING PARAMETERS, LLC

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QualificationsFirm CRD# 132551

Assets Under Management $102,336,811

No. Of Clients255

Clients Per Financial Advisor85

CHANGING PARAMETERS, LLC is a financial advisory firm situated in Los Altos, California. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 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 investment companies
Selection for other advisors
Other (TACTICAL ALLOCATION SERVICES)

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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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