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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 18, 2025Orange 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMatthew 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
VERIFIEDJarret 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
VERIFIEDHomestead 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
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDX 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
VERIFIEDSerena 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
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
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 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 |
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.