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Find Retirement Advisors for Retirement Planning in Rancho Santa Fe, 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.
Finding the Best Retirement Planners in Rancho Santa Fe, California
Last Updated - April 18, 2024Rancho Santa Fe has 4 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 Rancho Santa Fe, California have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Rancho Santa Fe, California
VERIFIEDAleksandar Raskovic
WestPac Wealth Partners
Qualifications
CRD# 6995589
Firm CRD# 46173
Series 7, 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, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Flat Fee, Based on Assets
VERIFIEDErick Conway
CFP®
von Berge Wealth Mgt Group
Qualifications
CRD# 5621699
Firm CRD# 313332
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Rancho Santa Fe, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NICHOLAS INVESTMENT PARTNERS, L.P. 6451 El Sicomoro Street, Rancho Santa Fe, CA, 92067 | $780,885,921 | 33 | 11 | A Percentage of AUM, Performance Based |
| 2 | AMERICAN MONEY MANAGEMENT, LLC 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067 | $552,812,983 | 1606 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | FAIRBANKS CAPITAL MANAGEMENT, INC. 16236 San Dieguito Rd., Suite 3-28 Rancho Santa Fe, CA, 92067 | $223,765,471 | 187 | 6 | A Percentage of AUM, Other (SEE SCHEDULE D MISCELLANEOUS 5E (7)) |
| 4 | "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" 5531 Cancha De Golf, Suite 206 Rancho Santa Fe, CA, 92091 | $206,764,176 | 568 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PACIFIC POINT ADVISORS, LLC 16236 San Dieguito Road, Suite 4-21, #9491 Rancho Santa Fe, CA, 92091 | $148,461,085 | 126 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Rancho Santa Fe, California
QualificationsFirm CRD# 140159
Assets Under Management $780,885,921
No. Of Clients33
Clients Per Financial Advisor3
NICHOLAS INVESTMENT PARTNERS, L.P. is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $781M assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 115357
Assets Under Management $552,812,983
No. Of Clients1606
Clients Per Financial Advisor115
AMERICAN MONEY MANAGEMENT, LLC is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $553M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1606 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107650
Assets Under Management $223,765,471
No. Of Clients187
Clients Per Financial Advisor31
FAIRBANKS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 clients. The team consists of 6 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 160657
Assets Under Management $206,764,176
No. Of Clients568
Clients Per Financial Advisor114
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 310731
Assets Under Management $148,461,085
No. Of Clients126
Clients Per Financial Advisor16
PACIFIC POINT ADVISORS, LLC is a financial advisory firm situated in Rancho Santa Fe, California. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Market Timing Based
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