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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 you 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 registrations check. 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 20, 2024Manhattan Beach has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Manhattan Beach, California have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Manhattan Beach, California
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
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
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
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
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
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
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
VERIFIEDRoy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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, Flat Fee, Based on Assets
VERIFIEDNathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Since 1998
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Top 11 Retirement Planning firms in Manhattan Beach, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | K1 INVESTMENT MANAGEMENT LLC 875 Manhattan Beach Blvd, Manhattan Beach, CA, 90266-4911 | $13,137,131,367 | 9 | 83 | A Percentage of AUM, Performance Based |
| 2 | CAMBRIA INVESTMENT MANAGEMENT, L.P. 3300 Highland Avenue, Manhattan Beach, CA, 90266 | $1,867,139,474 | 316 | 11 | A Percentage of AUM |
| 3 | QUANTUM FINANCIAL ADVISORS, LLC 1230 Rosecrans Ave, Suite 300 Manhattan Beach, CA, 90266 | $816,281,370 | 1364 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | JEPPSON WEALTH MANAGEMENT, LLC 1230 Rosecrans Avenue, Suite 300 Manhattan Beach, CA, 90266 | $571,241,042 | 888 | 5 | A Percentage of AUM, Fixed Fees |
| 5 | PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC 1230 Rosecrans Avenue, Suite 520 Manhattan Beach, CA, 90266 | $420,068,295 | 7 | 16 | A Percentage of AUM, Performance Based, Other (PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES) |
| 6 | TRILINC ADVISORS, LLC 1230 Rosecrans Avenue, Suite 605 Manhattan Beach, CA, 90266 | $319,592,852 | 1 | 44 | A Percentage of AUM, Performance Based |
| 7 | WOMACK WEALTH MANAGEMENT, INC. 1334 Park View Ave, Suite 350, Manhattan Beach, CA, 90266 | $305,892,975 | 519 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | CAPRICE CAPITAL PARTNERS, LLC 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266 | $303,902,335 | 3 | 6 | A Percentage of AUM, Performance Based, Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES) |
| 9 | TRILINC GLOBAL ADVISORS, LLC 1230 Rosecrans Ave, Suite 605 Manhattan Beach, CA, 90266 | $224,995,963 | 9 | 44 | A Percentage of AUM, Performance Based |
| 10 | SECOND 50 FINANCIAL 111 N. Sepulveda Blvd, Suite 300 Manhattan Beach, CA, 90266 | $194,716,132 | 373 | 4 | A Percentage of AUM, Fixed Fees |
| 11 | FAMILY FINANCIAL 1117 5th Street, Unit D Manhattan Beach, CA, 90266 | $127,554,996 | 244 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Manhattan Beach, California
QualificationsFirm CRD# 161953
Assets Under Management $13,137,131,367
No. Of Clients9
Clients Per Financial Advisor0
K1 INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 83 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
QualificationsFirm CRD# 141600
Assets Under Management $1,867,139,474
No. Of Clients316
Clients Per Financial Advisor29
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 316 clients. The team consists of 11 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
- Portfolio Management for Investment
QualificationsFirm CRD# 317386
Assets Under Management $816,281,370
No. Of Clients1364
Clients Per Financial Advisor105
QUANTUM FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $816M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1364 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 305552
Assets Under Management $571,241,042
No. Of Clients888
Clients Per Financial Advisor178
JEPPSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $571M assets under management, the firm specializes in crafting personalized retirement planning solutions for 888 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 311351
Assets Under Management $420,068,295
No. Of Clients7
Clients Per Financial Advisor0
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $420M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 16 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
QualificationsFirm CRD# 166194
Assets Under Management $319,592,852
No. Of Clients1
Clients Per Financial Advisor0
TRILINC ADVISORS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 44 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
QualificationsFirm CRD# 146126
Assets Under Management $305,892,975
No. Of Clients519
Clients Per Financial Advisor74
WOMACK WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Manhattan Beach, California. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 519 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 307048
Assets Under Management $303,902,335
No. Of Clients3
Clients Per Financial Advisor1
CAPRICE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 285161
Assets Under Management $224,995,963
No. Of Clients9
Clients Per Financial Advisor0
TRILINC GLOBAL ADVISORS, LLC is a financial advisory firm situated in Manhattan Beach, California. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 44 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
- Portfolio Management for Business
QualificationsFirm CRD# 318626
Assets Under Management $194,716,132
No. Of Clients373
Clients Per Financial Advisor93
SECOND 50 FINANCIAL is a financial advisory firm situated in Manhattan Beach, California. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 316723
Assets Under Management $127,554,996
No. Of Clients244
Clients Per Financial Advisor81
FAMILY FINANCIAL is a financial advisory firm situated in Manhattan Beach, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 244 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
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