Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 Orange, California
Last Updated - October 6, 2024Orange has 13 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 20 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Orange, California
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
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
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
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
VERIFIED 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Orange, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CROWN CAPITAL SECURITIES, L.P. 725 Town & Country Road, Suite 530 Orange, CA, 92868 | $1,223,108,240 | 5654 | 164 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | GUARDIAN FINANCIAL PARTNERS, LLC 635 E. Chapman Ave., Orange, CA, 92866 | $675,370,269 | 618 | 4 | A Percentage of AUM, Fixed Fees |
| 3 | BW & ASSOCIATES, INC. 3111 N. Tustin Street, Suite 215 Orange, CA, 92865 | $442,621,873 | 1268 | 5 | A Percentage of AUM |
| 4 | B.B. GRAHAM & COMPANY, INC. 1700 W. Katella Ave., Orange, CA, 92867 | $219,658,899 | 631 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | SECURA FINANCIAL 333 City Boulevard West,, Suite 2050 Orange, CA, 92868-2944 | $206,964,009 | 1007 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
| 6 | TABR CAPITAL MANAGEMENT, LLC 500 N. State College Blvd, Suite 1320 Orange, CA, 92868 | $182,286,710 | 626 | 4 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Orange, California
QualificationsFirm CRD# 6312
Assets Under Management $1,223,108,240
No. Of Clients5654
Clients Per Financial Advisor34
CROWN CAPITAL SECURITIES, L.P. is a financial advisory firm situated in Orange, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5654 clients. The team consists of 164 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
- Pension Consulting Services
QualificationsFirm CRD# 287652
Assets Under Management $675,370,269
No. Of Clients618
Clients Per Financial Advisor155
GUARDIAN FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Orange, California. With a nearly $675M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 116471
Assets Under Management $442,621,873
No. Of Clients1268
Clients Per Financial Advisor254
BW & ASSOCIATES, INC. is a financial advisory firm situated in Orange, California. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1268 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 41533
Assets Under Management $219,658,899
No. Of Clients631
Clients Per Financial Advisor22
B.B. GRAHAM & COMPANY, INC. is a financial advisory firm situated in Orange, California. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 631 clients. The team consists of 29 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 137324
Assets Under Management $206,964,009
No. Of Clients1007
Clients Per Financial Advisor101
SECURA FINANCIAL is a financial advisory firm situated in Orange, California. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1007 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 (SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 129959
Assets Under Management $182,286,710
No. Of Clients626
Clients Per Financial Advisor157
TABR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Orange, California. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 626 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
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Anaheim, California
- Retirement Planners in Calabasas, California
- Retirement Planners in Chico, California
- Retirement Planners in Concord, California
- Retirement Planners in Costa Mesa, California
- Retirement Planners in Del Mar, California
- Retirement Planners in El Segundo, California
- Retirement Planners in Fresno, California
- Retirement Planners in Glendale, California
- Retirement Planners in Irvine, California
- Retirement Planners in Laguna Niguel, California
- Retirement Planners in Larkspur, California
- Retirement Planners in Los Angeles, California
- Retirement Planners in Los Gatos, California
- Retirement Planners in Moraga, California
- Retirement Planners in Napa, California
- Retirement Planners in Palm Springs, California
- Retirement Planners in Pasadena, California
- Retirement Planners in Porter Ranch, California
- Retirement Planners in Rancho Cucamonga, California
- Retirement Planners in Roseville, California
- Retirement Planners in Sacramento, California
- Retirement Planners in San Diego, California
- Retirement Planners in San Francisco, California
- Retirement Planners in San Jose, California
- Retirement Planners in San Mateo, California
- Retirement Planners in Santa Clara, California
- Retirement Planners in Santa Monica, California
- Retirement Planners in Seal Beach, California
- Retirement Planners in Thousand Oaks, California
- Retirement Planners in Walnut Creek, California
- Retirement Planners in Woodland Hills, California
Looking for more choices? Use our free match service to compare retirement planners serving your area.