Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Matthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
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
Fee-Only, Hourly, Flat Fee, Based on Assets
Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Fee-Based, Hourly, Flat Fee, Based on Assets
Homestead Wealth Management
CIMA®, AIF®, ChFC®
Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
X Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Serena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
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
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 635 E. Chapman Ave., Orange, CA, 92866 | $835,534,646 | 796 | 5 | A percentage of AUM, Fixed fees |
2 | 3111 N. Tustin Street, Suite 215 Orange, CA, 92865 | $523,405,600 | 1237 | 5 | A percentage of AUM |
3 | 333 City Boulevard West,, Suite 2050 Orange, CA, 92868-2944 | $230,449,000 | 1123 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES) |
4 | 500 N. State College Blvd, Suite 1320 Orange, CA, 92868 | $203,439,041 | 655 | 4 | A percentage of AUM, Fixed fees |
5 | 1700 W. Katella Ave., Orange, CA, 92867 | $172,703,164 | 311 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 4050 W. Metropolitan Dr., Suite 150 Orange, CA, 92868 | $7,827,000 | 27 | 3 | A percentage of AUM, Fixed fees |
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.
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.
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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