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Find Retirement Advisors for Retirement Planning in Manhattan Beach, 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 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 Manhattan Beach, California

Last Updated - April 25, 2025

Manhattan Beach has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Manhattan Beach, California have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Manhattan Beach, California

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

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

Not Specified

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advisor
vector.svg VERIFIED

Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities

Compensation/Fee

Not Specified

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advisor
vector.svg VERIFIED

X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, Based on Assets

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advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Based on Assets

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advisor
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Pure Financial Advisors LLC
Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

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

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Top 12 Retirement Planning firms in Manhattan Beach, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

875 Manhattan Beach Blvd,
Manhattan Beach, CA, 90266-4911
$14,991,437,9271680
A percentage of AUM, Performance Based
2

3300 Highland Avenue,
Manhattan Beach, CA, 90266
$2,229,769,88830013
A percentage of AUM
3

1230 Rosecrans Avenue, Suite 425
Manhattan Beach, CA, 90266
$2,228,031,44795415
A percentage of AUM, Fixed fees, Other (CUSTOM WEALTH PLANNING SERVICES)
4

1230 Rosecrans Avenue, Suite 520
Manhattan Beach, CA, 90266
$1,082,883,362822
A percentage of AUM, Performance Based, Other (PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES)
5

1230 Rosecrans Avenue, Suite 300
Manhattan Beach, CA, 90266
$642,242,9988706
A percentage of AUM, Fixed fees
6

1230 Rosecrans Avenue, Suite 425,
Manhattan Beach, CA, 90266
$330,657,46337
A percentage of AUM, Performance Based, Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES)
7

904 Manhattan Ave, Suite 9,
Manhattan Beach, CA, 90266
$329,765,0245597
A percentage of AUM, Hourly charges, Fixed fees
8

1230 Rosecrans Avenue, Suite 605
Manhattan Beach, CA, 90266
$278,757,339132
A percentage of AUM, Performance Based
9

111 N. Sepulveda Blvd, Suite 300
Manhattan Beach, CA, 90266
$271,505,2944255
A percentage of AUM, Fixed fees
10

1230 Rosecrans Ave, Suite 605
Manhattan Beach, CA, 90266
$219,832,709932
A percentage of AUM, Performance Based
11

1601 N. Sepulveda Blvd, 722
Manhattan Beach, CA, 90266
$184,911,1431114
A percentage of AUM, Fixed fees
12

1129 Highland Ave #203,
Manhattan Beach, CA, 90266
$114,880,0002951
A percentage of AUM

Information on Top Retirement Planning firms in Manhattan Beach, California

QualificationsFirm CRD# 161953

Assets Under Management $14,991,437,927

No. Of Clients16

Clients Per Financial Advisor0

K1 INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 80 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 vehicles
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QualificationsFirm CRD# 141600

Assets Under Management $2,229,769,888

No. Of Clients300

Clients Per Financial Advisor23

CAMBRIA INVESTMENT MANAGEMENT, L.P. is a financial advisory firm situated in Manhattan Beach, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
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QualificationsFirm CRD# 173949

Assets Under Management $2,228,031,447

No. Of Clients954

Clients Per Financial Advisor64

MONOGRAPH WEALTH ADVISORS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 954 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CUSTOM WEALTH PLANNING SERVICES)

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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QualificationsFirm CRD# 311351

Assets Under Management $1,082,883,362

No. Of Clients8

Clients Per Financial Advisor0

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 305552

Assets Under Management $642,242,998

No. Of Clients870

Clients Per Financial Advisor145

JEPPSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $642M assets under management, the firm specializes in crafting personalized retirement planning solutions for 870 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 307048

Assets Under Management $330,657,463

No. Of Clients3

Clients Per Financial Advisor0

CAPRICE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 146126

Assets Under Management $329,765,024

No. Of Clients559

Clients Per Financial Advisor80

WOMACK WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Manhattan Beach, California. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 559 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

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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QualificationsFirm CRD# 166194

Assets Under Management $278,757,339

No. Of Clients1

Clients Per Financial Advisor0

TRILINC ADVISORS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 32 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 vehicles
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QualificationsFirm CRD# 318626

Assets Under Management $271,505,294

No. Of Clients425

Clients Per Financial Advisor85

SECOND 50 FINANCIAL is a financial advisory firm situated in Manhattan Beach, California. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 285161

Assets Under Management $219,832,709

No. Of Clients9

Clients Per Financial Advisor0

TRILINC GLOBAL ADVISORS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 32 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 vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 316723

Assets Under Management $184,911,143

No. Of Clients111

Clients Per Financial Advisor28

FAMILY FINANCIAL is a financial advisory firm situated in Manhattan Beach, California. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 138301

Assets Under Management $114,880,000

No. Of Clients295

Clients Per Financial Advisor295

WALLENDER, TIMOTHY JOSEPH is a financial advisory firm situated in Manhattan Beach, California. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 295 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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