National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Modesto, 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 Modesto, California

Last Updated - April 25, 2025

Modesto has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Modesto, California have an average of 0 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Modesto, California

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

Top 4 Retirement Planning firms in Modesto, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1120 13th Street, Suite C
Modesto, CA, 95354
$652,513,27714108
A percentage of AUM, Hourly charges, Fixed fees
2

810 Standiford Ave, Suite 1
Modesto, CA, 95350
$272,989,9039053
A percentage of AUM, Hourly charges
3

3501 Coffee Road, Suite 6,
Modesto, CA, 95355
$165,293,1253762
A percentage of AUM, Hourly charges, Fixed fees
4

3340 Tully Rd., Ste. B4
Modesto, CA, 95350
$127,370,2408854
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Modesto, California

QualificationsFirm CRD# 158338

Assets Under Management $652,513,277

No. Of Clients1410

Clients Per Financial Advisor176

MRAZ AND ASSOCIATES is a financial advisory firm situated in Modesto, California. With a nearly $653M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1410 clients. The team consists of 8 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
View Full Profile

QualificationsFirm CRD# 315326

Assets Under Management $272,989,903

No. Of Clients905

Clients Per Financial Advisor302

OLIVEIRA WEALTH is a financial advisory firm situated in Modesto, California. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 905 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

Financial Planning Services

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

QualificationsFirm CRD# 134936

Assets Under Management $165,293,125

No. Of Clients376

Clients Per Financial Advisor188

CRAWFORD FINANCIAL PLANNING & CONSULTING is a financial advisory firm situated in Modesto, California. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 376 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

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

QualificationsFirm CRD# 311830

Assets Under Management $127,370,240

No. Of Clients885

Clients Per Financial Advisor221

BLOM & HOWELL FINANCIAL PLANNING, INC. is a financial advisory firm situated in Modesto, California. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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

Get Matched With Planners