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Find Retirement Advisors for Retirement Planning in Newport Beach, 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 Newport Beach, California
Last Updated - April 18, 2024Newport Beach has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 75 non-vetted advisors in your local area. These retirement advisors in Newport Beach, California have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Newport Beach, California
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDMarianne Ehlers
Oakwood Wealth Partners
Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
Series 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.
Compensation/Fee
Not Specified
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
VERIFIED Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
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Top 15 Retirement Planning firms in Newport Beach, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive, Newport Beach, CA, 92660 | $2,248,547,388,863 | 2782 | 3177 | A Percentage of AUM, Performance Based |
| 2 | SAGEVIEW ADVISORY GROUP, LLC 4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660 | $156,399,419,714 | 21119 | 224 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | PACIFIC LIFE FUND ADVISORS LLC 700 Newport Center Drive, Newport Beach, CA, 92660-6397 | $45,161,678,993 | 85 | 18 | A Percentage of AUM |
| 4 | RESEARCH AFFILIATES 620 Newport Center Drive, Suite 900 Newport Beach, CA, 92660 | $27,737,473,504 | 32 | 65 | A Percentage of AUM |
| 5 | BEACON POINTE ADVISORS, LLC 24 Corporate Plaza, Suite 150 Newport Beach, CA, 92660 | $23,245,734,845 | 42223 | 420 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ARISTOTLE PACIFIC CAPITAL, LLC 840 Newport Center Drive, 7th Floor Newport Beach, CA, 92660 | $20,214,023,055 | 35 | 39 | A Percentage of AUM, Performance Based |
| 7 | ARISTOTLE INVESTMENT SERVICES, LLC 840 Newport Center Drive, Suite 700 Newport Beach, CA, 92660 | $10,686,600,351 | 1 | 11 | A Percentage of AUM |
| 8 | PAAMCO PRISMA, LLC 660 Newport Center Drive, Suite 930 Newport Beach, CA, 92660 | $8,147,676,158 | 83 | 45 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | CANTERBURY CONSULTING INCORPORATED 610 Newport Center Drive, Suite 500 Newport Beach, CA, 92660-6404 | $5,387,928,944 | 4283 | 67 | A Percentage of AUM, Fixed Fees |
| 10 | PACIFIC PRIVATE FUND ADVISORS LLC 840 Newport Center Drive, Suite 480 Newport Beach, CA, 92660 | $4,535,833,015 | 18 | 12 | A Percentage of AUM, Performance Based |
| 11 | KBS REALTY ADVISORS, LLC 800 Newport Center Dr., Suite 700 Newport Beach, CA, 92660 | $3,399,083,257 | 7 | 81 | A Percentage of AUM, Performance Based, Other (ACQUISITION AND ADMINISTRATIVE FEES) |
| 12 | STRATEGIC GLOBAL ADVISORS, LLC 100 Bayview Circle, Suite 650 Newport Beach, CA, 92660-3043 | $3,231,153,620 | 35 | 23 | A Percentage of AUM |
| 13 | KBS CAPITAL ADVISORS, LLC 800 Newport Center Drive, Suite 700 Newport Beach, CA, 92660 | $3,224,593,969 | 3 | 81 | A Percentage of AUM, Performance Based, Other (ACQUISITION AND DISPOSITION FEES) |
| 14 | WINDJAMMER CAPITAL INVESTORS 840 Newport Center Drive, Suite 650 Newport Beach, CA, 92660-6460 | $2,494,130,786 | 8 | 24 | A Percentage of AUM, Performance Based |
| 15 | ROW ASSET MANAGEMENT, LLC 450 Newport Center Drive, Suite 420 Newport Beach, CA, 92660 | $2,305,833,589 | 13 | 18 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Newport Beach, California
QualificationsFirm CRD# 104559
Assets Under Management $2,248,547,388,863
No. Of Clients2782
Clients Per Financial Advisor1
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2782 clients. The team consists of 3177 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 126777
Assets Under Management $156,399,419,714
No. Of Clients21119
Clients Per Financial Advisor94
SAGEVIEW ADVISORY GROUP, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $156B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21119 clients. The team consists of 224 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105169
Assets Under Management $45,161,678,993
No. Of Clients85
Clients Per Financial Advisor5
PACIFIC LIFE FUND ADVISORS LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 clients. The team consists of 18 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 120440
Assets Under Management $27,737,473,504
No. Of Clients32
Clients Per Financial Advisor0
RESEARCH AFFILIATES is a financial advisory firm situated in Newport Beach, California. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 65 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 119290
Assets Under Management $23,245,734,845
No. Of Clients42223
Clients Per Financial Advisor101
BEACON POINTE ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42223 clients. The team consists of 420 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 298050
Assets Under Management $20,214,023,055
No. Of Clients35
Clients Per Financial Advisor1
ARISTOTLE PACIFIC CAPITAL, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 324207
Assets Under Management $10,686,600,351
No. Of Clients1
Clients Per Financial Advisor0
ARISTOTLE INVESTMENT SERVICES, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 11 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
QualificationsFirm CRD# 108989
Assets Under Management $8,147,676,158
No. Of Clients83
Clients Per Financial Advisor2
PAAMCO PRISMA, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 22875
Assets Under Management $5,387,928,944
No. Of Clients4283
Clients Per Financial Advisor64
CANTERBURY CONSULTING INCORPORATED is a financial advisory firm situated in Newport Beach, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4283 clients. The team consists of 67 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168830
Assets Under Management $4,535,833,015
No. Of Clients18
Clients Per Financial Advisor2
PACIFIC PRIVATE FUND ADVISORS LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 119662
Assets Under Management $3,399,083,257
No. Of Clients7
Clients Per Financial Advisor0
KBS REALTY ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ACQUISITION AND ADMINISTRATIVE FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 286019
Assets Under Management $3,231,153,620
No. Of Clients35
Clients Per Financial Advisor2
STRATEGIC GLOBAL ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 23 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 Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 166213
Assets Under Management $3,224,593,969
No. Of Clients3
Clients Per Financial Advisor0
KBS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ACQUISITION AND DISPOSITION FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 160396
Assets Under Management $2,494,130,786
No. Of Clients8
Clients Per Financial Advisor0
WINDJAMMER CAPITAL INVESTORS is a financial advisory firm situated in Newport Beach, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 168336
Assets Under Management $2,305,833,589
No. Of Clients13
Clients Per Financial Advisor1
ROW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Newport Beach, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
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