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.
Petaluma has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Petaluma, California have an average of 31 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
John Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 775 Baywood Drive, Suite 306 Petaluma, CA, 94954 | $466,482,508 | 796 | 2 | A percentage of AUM, Fixed fees |
2 | 1465 North Mcdowell Blvd, Suite 170 Petaluma, CA, 94954 | $297,218,585 | 694 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 200 Kentucky St., 2nd Floor Suite C Petaluma, CA, 94952 | $272,806,485 | 569 | 3 | A percentage of AUM, Hourly charges |
4 | 7 Fourth Street, Suite 25 Petaluma, CA, 94952 | $177,936,261 | 374 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 125401
Assets Under Management $466,482,508
No. Of Clients796
Clients Per Financial Advisor398
CREEKSIDE PARTNERS is a financial advisory firm situated in Petaluma, California. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 796 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122728
Assets Under Management $297,218,585
No. Of Clients694
Clients Per Financial Advisor139
FPC INVESTMENT ADVISORY, INC. is a financial advisory firm situated in Petaluma, California. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 694 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286513
Assets Under Management $272,806,485
No. Of Clients569
Clients Per Financial Advisor190
BREEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Petaluma, California. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 569 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112079
Assets Under Management $177,936,261
No. Of Clients374
Clients Per Financial Advisor125
DOBSON ASSET MANAGEMENT is a financial advisory firm situated in Petaluma, California. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 374 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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