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.
Mountain View has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Mountain View, California have an average of 25 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Hetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
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
Fee-Only, Hourly, Based on Assets
Hans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®
Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services
Fee-Based, Hourly, Flat Fee, Based on Assets
Parker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
John Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
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
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 800 West El Camino Real, Suite 201 Mountain View, CA, 94040 | $1,778,292,712 | 2688 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 2665 Marine Way, Suite 1120, Mountain View, CA, 94043 | $601,013,912 | 29 | 1 | A percentage of AUM, Fixed fees |
3 | 715 North Shoreline Blvd, Mountain View, CA, 94043 | $506,939,640 | 25 | 12 | A percentage of AUM, Performance Based |
4 | 2570 W. El Camino Real, Suite 680 Mountain View, CA, 94040 | $147,063,828 | 359 | 2 | A percentage of AUM |
5 | 153 Castro Street, Suite 200 Mountain View, CA, 94041 | $59,112,925 | 2015 | 98 | A percentage of AUM, Performance Based |
6 | 855 Maude Ave, Mountain View, CA, 94043 | $0 | 0 | 1 | Other (FEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERS) |
7 | 800 W El Camino Real, #180 Mountain View, CA, 94040 | $0 | 0 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 135373
Assets Under Management $1,778,292,712
No. Of Clients2688
Clients Per Financial Advisor117
WEALTH ARCHITECTS, LLC is a financial advisory firm situated in Mountain View, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2688 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112328
Assets Under Management $601,013,912
No. Of Clients29
Clients Per Financial Advisor29
INFANGER INVESTMENT TECHNOLOGY, LLC is a financial advisory firm situated in Mountain View, California. With a nearly $601M assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311620
Assets Under Management $506,939,640
No. Of Clients25
Clients Per Financial Advisor2
ZANBATO ADVISORS LLC is a financial advisory firm situated in Mountain View, California. With a nearly $507M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156023
Assets Under Management $147,063,828
No. Of Clients359
Clients Per Financial Advisor180
WAVERLEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Mountain View, California. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 318714
Assets Under Management $59,112,925
No. Of Clients2015
Clients Per Financial Advisor21
ARTA FINANCE is a financial advisory firm situated in Mountain View, California. With a nearly $59M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2015 clients. The team consists of 98 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 333007
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
INRI is a financial advisory firm situated in Mountain View, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 334805
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
AP INVESTMENT MANAGEMENT is a financial advisory firm situated in Mountain View, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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