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Find Retirement Advisors for Retirement Planning in Orange, 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 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 Orange, California

Last Updated - April 25, 2025

Orange has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Orange, California have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Orange, California

advisor
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Matthew Pixa
CFP®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Homestead Wealth Management
CIMA®, AIF®, ChFC®

Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, Based on Assets

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advisor
vector.svg VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Based on Assets

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advisor

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

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Top 6 Retirement Planning firms in Orange, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

635 E. Chapman Ave.,
Orange, CA, 92866
$835,534,6467965
A percentage of AUM, Fixed fees
2

3111 N. Tustin Street, Suite 215
Orange, CA, 92865
$523,405,60012375
A percentage of AUM
3

333 City Boulevard West,, Suite 2050
Orange, CA, 92868-2944
$230,449,000112310
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
4

500 N. State College Blvd, Suite 1320
Orange, CA, 92868
$203,439,0416554
A percentage of AUM, Fixed fees
5

1700 W. Katella Ave.,
Orange, CA, 92867
$172,703,16431127
A percentage of AUM, Hourly charges, Fixed fees
6

4050 W. Metropolitan Dr., Suite 150
Orange, CA, 92868
$7,827,000273
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Orange, California

QualificationsFirm CRD# 287652

Assets Under Management $835,534,646

No. Of Clients796

Clients Per Financial Advisor159

GUARDIAN FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Orange, California. With a nearly $836M assets under management, the firm specializes in crafting personalized retirement planning solutions for 796 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 116471

Assets Under Management $523,405,600

No. Of Clients1237

Clients Per Financial Advisor247

BW & ASSOCIATES, INC. is a financial advisory firm situated in Orange, California. With a nearly $523M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1237 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 137324

Assets Under Management $230,449,000

No. Of Clients1123

Clients Per Financial Advisor112

SECURA FINANCIAL is a financial advisory firm situated in Orange, California. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1123 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
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 129959

Assets Under Management $203,439,041

No. Of Clients655

Clients Per Financial Advisor164

TABR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Orange, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 655 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 businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 41533

Assets Under Management $172,703,164

No. Of Clients311

Clients Per Financial Advisor12

B.B. GRAHAM & COMPANY, INC. is a financial advisory firm situated in Orange, California. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 clients. The team consists of 27 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 316222

Assets Under Management $7,827,000

No. Of Clients27

Clients Per Financial Advisor9

UNITY WEALTH PARTNERS is a financial advisory firm situated in Orange, California. With a nearly $8M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 3 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 investment companies
  • Selection for other advisors
View Full Profile

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