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Find Retirement Advisors for Retirement Planning in Palm Desert, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Palm Desert, California

Last Updated - April 25, 2025

Palm Desert has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Palm Desert, California have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Palm Desert, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3570 Carmel Mountain Road,
Suite 450,
San Diego, CA 92130 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Stratos Private Wealth

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

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Top 5 Retirement Planning firms in Palm Desert, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	74150 Country Club Drive, Palm Desert, CA, 92260	$965,541,741	1882	14	A percentage of AUM, Hourly charges, Fixed fees
2	44750 Village Court, Palm Desert, CA, 92260	$709,893,714	791	9	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SOLICITOR/REFERRAL FEES)
3	73575 El Paseo, Suite 2300 Palm Desert, CA, 92260	$692,123,348	1308	11	A percentage of AUM, Hourly charges, Fixed fees
4	44801 Village Court #201, Palm Desert, CA, 92260	$438,058,565	892	8	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)
5	34220 Gateway Drive, Suite 120 Palm Desert, CA, 92211	$171,062,142	782	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Palm Desert, California

CYPRESS WEALTH SERVICES, LLC

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QualificationsFirm CRD# 288992

Assets Under Management $965,541,741

No. Of Clients1882

Clients Per Financial Advisor134

CYPRESS WEALTH SERVICES, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1882 clients. The team consists of 14 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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FLC CAPITAL ADVISORS

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QualificationsFirm CRD# 111822

Assets Under Management $709,893,714

No. Of Clients791

Clients Per Financial Advisor88

FLC CAPITAL ADVISORS is a financial advisory firm situated in Palm Desert, California. With a nearly $710M assets under management, the firm specializes in crafting personalized retirement planning solutions for 791 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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KEYSTONE PRIVATE WEALTH

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QualificationsFirm CRD# 301924

Assets Under Management $692,123,348

No. Of Clients1308

Clients Per Financial Advisor119

KEYSTONE PRIVATE WEALTH is a financial advisory firm situated in Palm Desert, California. With a nearly $692M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1308 clients. The team consists of 11 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

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FORTEM FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 291662

Assets Under Management $438,058,565

No. Of Clients892

Clients Per Financial Advisor112

FORTEM FINANCIAL GROUP, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $438M assets under management, the firm specializes in crafting personalized retirement planning solutions for 892 clients. The team consists of 8 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 (REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

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HARDWORKING CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 226760

Assets Under Management $171,062,142

No. Of Clients782

Clients Per Financial Advisor261

HARDWORKING CAPITAL ADVISORS, LLC is a financial advisory firm situated in Palm Desert, California. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 782 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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