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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 - May 18, 2025Manhattan Beach has 12 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Manhattan Beach, California
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAndrew 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
VERIFIEDGuillermo 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
VERIFIEDX 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
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
VERIFIEDPure 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJarret 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 Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 875 Manhattan Beach Blvd, Manhattan Beach, CA, 90266-4911 | $14,991,437,927 | 16 | 80 | A percentage of AUM, Performance Based |
| 2 | 3300 Highland Avenue, Manhattan Beach, CA, 90266 | $2,229,769,888 | 300 | 13 | A percentage of AUM |
| 3 | 1230 Rosecrans Avenue, Suite 425 Manhattan Beach, CA, 90266 | $2,228,031,447 | 954 | 15 | A percentage of AUM, Fixed fees, Other (CUSTOM WEALTH PLANNING SERVICES) |
| 4 | 1230 Rosecrans Avenue, Suite 520 Manhattan Beach, CA, 90266 | $1,082,883,362 | 8 | 22 | 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 | $642,242,998 | 870 | 6 | A percentage of AUM, Fixed fees |
| 6 | 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266 | $330,657,463 | 3 | 7 | A percentage of AUM, Performance Based, Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES) |
| 7 | 904 Manhattan Ave, Suite 9, Manhattan Beach, CA, 90266 | $329,765,024 | 559 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1230 Rosecrans Avenue, Suite 605 Manhattan Beach, CA, 90266 | $278,757,339 | 1 | 32 | A percentage of AUM, Performance Based |
| 9 | 111 N. Sepulveda Blvd, Suite 300 Manhattan Beach, CA, 90266 | $271,505,294 | 425 | 5 | A percentage of AUM, Fixed fees |
| 10 | 1230 Rosecrans Ave, Suite 605 Manhattan Beach, CA, 90266 | $219,832,709 | 9 | 32 | A percentage of AUM, Performance Based |
| 11 | 1601 N. Sepulveda Blvd, 722 Manhattan Beach, CA, 90266 | $184,911,143 | 111 | 4 | A percentage of AUM, Fixed fees |
| 12 | 1129 Highland Ave #203, Manhattan Beach, CA, 90266 | $114,880,000 | 295 | 1 | 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
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
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
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
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
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.