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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 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 - April 10, 2024

Orange has 9 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Orange, California

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Dhillon 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

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Michael 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

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Simon 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

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Marianne 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

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Matthew 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

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Christian 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

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Michael 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

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Michael 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

advisor-photo

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CROWN CAPITAL SECURITIES, L.P.
725 Town & Country Road, Suite 530
Orange, CA, 92868
$1,223,108,2405654164
A Percentage of AUM, Hourly charges, Fixed Fees
2
GUARDIAN FINANCIAL PARTNERS, LLC
635 E. Chapman Ave.,
Orange, CA, 92866
$675,370,2696184
A Percentage of AUM, Fixed Fees
3
BW & ASSOCIATES, INC.
3111 N. Tustin Street, Suite 215
Orange, CA, 92865
$442,621,87312685
A Percentage of AUM
4
B.B. GRAHAM & COMPANY, INC.
1700 W. Katella Ave.,
Orange, CA, 92867
$219,658,89963129
A Percentage of AUM, Hourly charges, Fixed Fees
5
SECURA FINANCIAL
333 City Boulevard West,, Suite 2050
Orange, CA, 92868-2944
$206,964,009100710
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
$182,286,7106264
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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