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Find Retirement Advisors for Retirement Planning in Rancho Santa Fe, 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 Rancho Santa Fe, California

Last Updated - April 25, 2025

Rancho Santa Fe has 8 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 Rancho Santa Fe, California have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in Rancho Santa Fe, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Top 6 Retirement Planning firms in Rancho Santa Fe, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6451 El Sicomoro Street, Rancho Santa Fe, CA, 92067	$923,903,714	32	12	A percentage of AUM, Performance Based
2	14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067	$734,010,908	1674	12	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3	16236 San Dieguito Rd., Suite 3-28 Rancho Santa Fe, CA, 92067	$342,338,326	207	8	A percentage of AUM, Other (SEE SCHEDULE D MISCELLANEOUS 5E (7))
4	5531 Cancha De Golf, Suite 105 Rancho Santa Fe, CA, 92091	$274,130,458	652	5	A percentage of AUM, Hourly charges, Fixed fees
5	16236 San Dieguito Road, Suite 4-21, #9491 Rancho Santa Fe, CA, 92091	$212,193,287	134	8	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
6	16236 San Dieguito Rd., Ste 4-22 Rancho Santa Fe, CA, 92067-5752	$157,106,307	309	4	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Rancho Santa Fe, California

NICHOLAS INVESTMENT PARTNERS, L.P.

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QualificationsFirm CRD# 140159

Assets Under Management $923,903,714

No. Of Clients32

Clients Per Financial Advisor3

NICHOLAS INVESTMENT PARTNERS, L.P. is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $924M assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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AMERICAN MONEY MANAGEMENT, LLC

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QualificationsFirm CRD# 115357

Assets Under Management $734,010,908

No. Of Clients1674

Clients Per Financial Advisor140

AMERICAN MONEY MANAGEMENT, LLC is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $734M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1674 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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FAIRBANKS CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 107650

Assets Under Management $342,338,326

No. Of Clients207

Clients Per Financial Advisor26

FAIRBANKS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 207 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
Other (SEE SCHEDULE D MISCELLANEOUS 5E (7))

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

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QualificationsFirm CRD# 160657

Assets Under Management $274,130,458

No. Of Clients652

Clients Per Financial Advisor130

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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PACIFIC POINT ADVISORS, LLC

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QualificationsFirm CRD# 310731

Assets Under Management $212,193,287

No. Of Clients134

Clients Per Financial Advisor17

PACIFIC POINT ADVISORS, LLC is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 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
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Market timing services

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BULL OAK CAPITAL, LLC

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QualificationsFirm CRD# 170325

Assets Under Management $157,106,307

No. Of Clients309

Clients Per Financial Advisor77

BULL OAK CAPITAL, LLC is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 309 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

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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