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Find Retirement Advisors for Retirement Planning in Monterey, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Monterey, California

Last Updated - April 25, 2025

Monterey has 1 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 Monterey, California have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Monterey, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3945 Freedom Circle,
Suite 450,
Santa Clara, CA 95054 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2340 Garden Road, Suite 202 Monterey, CA, 93940	$1,005,871,830	1967	13	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
2	435 Washington Street, Suite A Monterey, CA, 93940	$573,919,009	953	15	A percentage of AUM, Hourly charges, Fixed fees
3	40 Ragsdale Drive, Suite 120 Monterey, CA, 93940	$160,024,000	338	4	A percentage of AUM, Fixed fees
4	288 Pearl St, Suite 304 Monterey, CA, 93940	$3,723,000	1	2	A percentage of AUM

Information on Top Retirement Planning firms in Monterey, California

MONTEREY PRIVATE WEALTH, INC.

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QualificationsFirm CRD# 114572

Assets Under Management $1,005,871,830

No. Of Clients1967

Clients Per Financial Advisor151

MONTEREY PRIVATE WEALTH, INC. is a financial advisory firm situated in Monterey, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1967 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
Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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INTEGRIS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 111336

Assets Under Management $573,919,009

No. Of Clients953

Clients Per Financial Advisor64

INTEGRIS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Monterey, California. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 953 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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TOPTURN CAPITAL, LLC

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QualificationsFirm CRD# 151464

Assets Under Management $160,024,000

No. Of Clients338

Clients Per Financial Advisor85

TOPTURN CAPITAL, LLC is a financial advisory firm situated in Monterey, California. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 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
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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DISTRIBUTION COGNIZANT, LLC

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QualificationsFirm CRD# 322048

Assets Under Management $3,723,000

No. Of Clients1

Clients Per Financial Advisor1

DISTRIBUTION COGNIZANT, LLC is a financial advisory firm situated in Monterey, California. With a nearly $4M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

Portfolio management for investment companies

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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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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