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Find Retirement Advisors for Retirement Planning in Napa, 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 Napa, California
Last Updated - April 20, 2024Napa has 6 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 Napa, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Napa, California
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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.
Compensation/Fee
Fee-Based
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Napa, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | DEDORA CAPITAL, INC. 1600 Main Street, Napa, CA, 94559 | $339,593,817 | 1282 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | HARRINGTON INVESTMENTS, INC. 1001 Second Street, Suite 325 Napa, CA, 94559-3030 | $316,746,295 | 229 | 5 | A Percentage of AUM, Hourly charges |
| 3 | NAPA WEALTH MANAGEMENT 1836 Second Street, Napa, CA, 94559-2328 | $195,409,424 | 220 | 6 | A Percentage of AUM, Fixed Fees |
| 4 | 5T WEALTH, LLC 595 Coombs Street, Napa, CA, 94559 | $194,767,072 | 325 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS) |
Information on Top Retirement Planning firms in Napa, California
QualificationsFirm CRD# 177523
Assets Under Management $339,593,817
No. Of Clients1282
Clients Per Financial Advisor128
DEDORA CAPITAL, INC. is a financial advisory firm situated in Napa, California. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1282 clients. The team consists of 10 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
QualificationsFirm CRD# 110790
Assets Under Management $316,746,295
No. Of Clients229
Clients Per Financial Advisor46
HARRINGTON INVESTMENTS, INC. is a financial advisory firm situated in Napa, California. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 229 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 137724
Assets Under Management $195,409,424
No. Of Clients220
Clients Per Financial Advisor37
NAPA WEALTH MANAGEMENT is a financial advisory firm situated in Napa, California. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 112552
Assets Under Management $194,767,072
No. Of Clients325
Clients Per Financial Advisor54
5T WEALTH, LLC is a financial advisory firm situated in Napa, California. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 325 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
- Hourly charges
- Fixed Fees
- Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.