Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1120 13th Street, Suite C Modesto, CA, 95354 | $652,513,277 | 1410 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 810 Standiford Ave, Suite 1 Modesto, CA, 95350 | $272,989,903 | 905 | 3 | A percentage of AUM, Hourly charges |
3 | 3501 Coffee Road, Suite 6, Modesto, CA, 95355 | $165,293,125 | 376 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 3340 Tully Rd., Ste. B4 Modesto, CA, 95350 | $127,370,240 | 885 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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.
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.