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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 - July 10, 2024

Napa 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 25 years of experience.

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List of Qualified Retirement Planning Advisors in Napa, California

advisor-photo
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John 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

advisor-photo
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David 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

advisor-photo
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Allworth Financial
MBA

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Mark Sikich
Edelman Financial Engines, LLC

Qualifications
CRD# 6106786
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DEDORA CAPITAL, INC.
1600 Main Street,
Napa, CA, 94559
$339,593,817128210
A Percentage of AUM, Hourly charges, Fixed Fees
2
HARRINGTON INVESTMENTS, INC.
1001 Second Street, Suite 325
Napa, CA, 94559-3030
$316,746,2952295
A Percentage of AUM, Hourly charges
3
NAPA WEALTH MANAGEMENT
1836 Second Street,
Napa, CA, 94559-2328
$195,409,4242206
A Percentage of AUM, Fixed Fees
4
5T WEALTH, LLC
595 Coombs Street,
Napa, CA, 94559
$194,767,0723256
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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