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 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.
Redlands has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Redlands, California have an average of 22 years of experience.
Simon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Financial Planning, Portfolio Management, 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.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | KWB WEALTH 1782 Orange Tree Lane, Redlands, CA, 92374 | $699,769,605 | 2440 | 9 | A Percentage of AUM |
2 | DILIGENT INVESTORS, LLC 1447 Ford Street, Suite 200 Redlands, CA, 92374 | $505,754,127 | 1685 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | PAINTER, SMITH AND AMBERG INC. 1200 California Street, Suite 220 Redlands, CA, 92374-2948 | $115,663,682 | 437 | 4 | A Percentage of AUM |
QualificationsFirm CRD# 300921
Assets Under Management $699,769,605
No. Of Clients2440
Clients Per Financial Advisor271
KWB WEALTH is a financial advisory firm situated in Redlands, California. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2440 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158708
Assets Under Management $505,754,127
No. Of Clients1685
Clients Per Financial Advisor421
DILIGENT INVESTORS, LLC is a financial advisory firm situated in Redlands, California. With a nearly $506M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1685 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 10865
Assets Under Management $115,663,682
No. Of Clients437
Clients Per Financial Advisor109
PAINTER, SMITH AND AMBERG INC. is a financial advisory firm situated in Redlands, California. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 437 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.