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Find Retirement Advisors for Retirement Planning in Palm Desert, 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.
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Top 6 Retirement Planning firms in Palm Desert, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CYPRESS WEALTH SERVICES, LLC 74150 Country Club Drive, Palm Desert, CA, 92260 | $677,121,007 | 1485 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FLC CAPITAL ADVISORS 44750 Village Court, Palm Desert, CA, 92260 | $519,020,659 | 688 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SOLICITOR/REFERRAL FEES) |
| 3 | KEYSTONE PRIVATE WEALTH 73575 El Paseo, Suite 2300 Palm Desert, CA, 92260 | $416,706,113 | 881 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | FORTEM FINANCIAL GROUP, LLC 44801 Village Court #201, Palm Desert, CA, 92260 | $394,793,078 | 851 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
| 5 | HARDWORKING CAPITAL ADVISORS, LLC 34220 Gateway Drive, Suite 120 Palm Desert, CA, 92211 | $160,458,577 | 804 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | INHERENT WEALTH FUND, LLC 73265 Shadow Mountain Drive, Palm Desert, CA, 92260 | $1,100,000 | 1 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Palm Desert, California
QualificationsFirm CRD# 288992
Assets Under Management $677,121,007
No. Of Clients1485
Clients Per Financial Advisor93
CYPRESS WEALTH SERVICES, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $677M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1485 clients. The team consists of 16 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111822
Assets Under Management $519,020,659
No. Of Clients688
Clients Per Financial Advisor76
FLC CAPITAL ADVISORS is a financial advisory firm situated in Palm Desert, California. With a nearly $519M assets under management, the firm specializes in crafting personalized retirement planning solutions for 688 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Other (SOLICITOR/REFERRAL FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 301924
Assets Under Management $416,706,113
No. Of Clients881
Clients Per Financial Advisor88
KEYSTONE PRIVATE WEALTH is a financial advisory firm situated in Palm Desert, California. With a nearly $417M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 291662
Assets Under Management $394,793,078
No. Of Clients851
Clients Per Financial Advisor122
FORTEM FINANCIAL GROUP, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 851 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Other (REVENUE SHARING WITH OUR AFFILIATES
- FTCS AND FRS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 226760
Assets Under Management $160,458,577
No. Of Clients804
Clients Per Financial Advisor268
HARDWORKING CAPITAL ADVISORS, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 804 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 313416
Assets Under Management $1,100,000
No. Of Clients1
Clients Per Financial Advisor1
INHERENT WEALTH FUND, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $1M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.