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

Last Updated - May 16, 2025

Los Gatos has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Los Gatos, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Los Gatos, 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

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

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

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Top 10 Retirement Planning firms in Los Gatos, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	720 University Avenue, Suite 110 Los Gatos, CA, 95032-7606	$16,674,688,257	30	36	Hourly charges, Fixed fees, Performance Based
2	16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032	$4,540,586,379	1603	23	A percentage of AUM, Fixed fees, Performance Based
3	16185 Los Gatos Blvd, Suite 205 Los Gatos, CA, 95032	$473,688,568	679	5	Hourly charges, Fixed fees
4	459 Monterey Avenue, Suite 100 Los Gatos, CA, 95030	$444,003,481	1678	18	A percentage of AUM, Fixed fees, Commission Based, Other (REFERRAL FEES)
5	300 E. Main Street, Los Gatos, CA, 95030	$206,109,362	337	3	A percentage of AUM
6	475 Alberto Way, Suite 210 Los Gatos, CA, 95032	$178,793,537	477	4	A percentage of AUM, Hourly charges, Fixed fees
7	987 University Avenue, Suite 8 Los Gatos, CA, 95032	$162,513,443	309	1	A percentage of AUM, Hourly charges, Fixed fees
8	15466 Los Gatos Blvd., Suite 213 Los Gatos, CA, 95032	$129,790,022	370	9	A percentage of AUM, Performance Based
9	10 Jackson Street, Suite 201 Los Gatos, CA, 95030	$113,062,083	14	2	A percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES)
10	459 Monterey Avenue, Suite 100 Los Gatos, CA, 95030	$0	0	18	A percentage of AUM, Fixed fees, Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Los Gatos, California

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

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QualificationsFirm CRD# 159641

Assets Under Management $16,674,688,257

No. Of Clients30

Clients Per Financial Advisor1

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees
Performance Based

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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SCHARF INVESTMENTS, LLC

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QualificationsFirm CRD# 105508

Assets Under Management $4,540,586,379

No. Of Clients1603

Clients Per Financial Advisor70

SCHARF INVESTMENTS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1603 clients. The team consists of 23 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (MODEL RECOMMENDATIONS)

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LIBRA WEALTH LLC

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QualificationsFirm CRD# 288098

Assets Under Management $473,688,568

No. Of Clients679

Clients Per Financial Advisor136

LIBRA WEALTH LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $474M assets under management, the firm specializes in crafting personalized retirement planning solutions for 679 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees

Financial Planning Services

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

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LEGACY CAPITAL GROUP CALIFORNIA, INC.

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QualificationsFirm CRD# 111436

Assets Under Management $444,003,481

No. Of Clients1678

Clients Per Financial Advisor93

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1678 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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RICE FINANCIAL CONSULTING, INC.

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QualificationsFirm CRD# 170346

Assets Under Management $206,109,362

No. Of Clients337

Clients Per Financial Advisor112

RICE FINANCIAL CONSULTING, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 337 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

Selection for other advisors

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PARKWORTH WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 133908

Assets Under Management $178,793,537

No. Of Clients477

Clients Per Financial Advisor119

PARKWORTH WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 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
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

ASL FINANCIAL, LLC

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QualificationsFirm CRD# 115479

Assets Under Management $162,513,443

No. Of Clients309

Clients Per Financial Advisor309

ASL FINANCIAL, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 309 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

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KANE INVESTMENT MANAGEMENT, INC.

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QualificationsFirm CRD# 127337

Assets Under Management $129,790,022

No. Of Clients370

Clients Per Financial Advisor41

KANE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 370 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
Performance Based

Financial Planning Services

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

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PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

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QualificationsFirm CRD# 173288

Assets Under Management $113,062,083

No. Of Clients14

Clients Per Financial Advisor7

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
Performance Based
Other (PORTFOLIO MONITORING FEES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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REACT INVESTMENT SOLUTIONS, LLC

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QualificationsFirm CRD# 150801

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

REACT INVESTMENT SOLUTIONS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (REFERRAL FEES)

Financial Planning Services

Selection for other advisors
Other (BACK OFFICE ASSISTANCE AND REPORTING)

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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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