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Find Retirement Advisors for Retirement Planning in San Jose, 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 San Jose, California
Last Updated - April 12, 2024San Jose has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in San Jose, California have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in San Jose, California
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Jose, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC 1732 North 1st Street, Suite 220 San Jose, CA, 95112 | $767,283,708 | 1514 | 8 | A Percentage of AUM, Hourly charges |
| 2 | SILICON VALLEY RETIREMENT SERVICES, LLC 2570 N. First St, Second Floor, Suite 276 San Jose, CA, 95131 | $698,309,301 | 52 | 2 | A Percentage of AUM, Fixed Fees |
| 3 | SILICON VALLEY CAPITAL PARTNERS, L.P. 1731 Technology Drive, Suite 810 San Jose, CA, 95110 | $634,230,785 | 1300 | 6 | A Percentage of AUM |
| 4 | KERA CAPITAL PARTNERS 1760 The Alameda, San Jose, CA, 95126 | $514,374,984 | 384 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CONCENTRUM WEALTH MANAGEMENT 353 Piercy Road, San Jose, CA, 95138 | $413,462,525 | 1654 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CLARITY WEALTH ADVISORS 2160 The Alameda, Suite A San Jose, CA, 95126 | $403,699,675 | 1235 | 4 | A Percentage of AUM, Fixed Fees |
| 7 | BETTERWEALTH LLC 1475 Saratoga Avenue, Suite 200 San Jose, CA, 95129 | $385,833,601 | 1192 | 5 | A Percentage of AUM |
| 8 | SILICON VALLEY WEALTH ADVISORS, LLC 3190 S. Bascom Avenue, Suite 210 San Jose, CA, 95124 | $329,150,035 | 796 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | TTP INVESTMENTS, INC. 1978 The Alameda, San Jose, CA, 95126 | $301,512,430 | 910 | 2 | A Percentage of AUM, Hourly charges |
| 10 | BHZ CAPITAL MANAGEMENT, LP 2025 Gateway Place, Suite 405 San Jose, CA, 95110 | $300,641,627 | 2 | 6 | A Percentage of AUM, Performance Based |
| 11 | RETIREMENT CAPITAL STRATEGIES, INC. 1190 Saratoga Ave., Suite 140, San Jose, CA, 95129 | $236,401,293 | 702 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | DWR WEALTH MANAGEMENT, LLC 1884 The Alameda, San Jose, CA, 95126 | $149,781,660 | 556 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | HENDERSHOTT WEALTH MANAGEMENT, LLC 2025 Gateway Place, Suite 405 San Jose, CA, 95110 | $142,524,588 | 466 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | FIRSTHAND CAPITAL MANAGEMENT, INC. 150 Almaden Blvd, Suite 1250 San Jose, CA, 95113 | $127,865,967 | 3 | 7 | A Percentage of AUM, Performance Based |
| 15 | LEGACY WEALTH ADVISORS, LLC 2001 Gateway Place, Suite 600w San Jose, CA, 95110 | $107,609,011 | 189 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in San Jose, California
QualificationsFirm CRD# 139237
Assets Under Management $767,283,708
No. Of Clients1514
Clients Per Financial Advisor189
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1514 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 154756
Assets Under Management $698,309,301
No. Of Clients52
Clients Per Financial Advisor26
SILICON VALLEY RETIREMENT SERVICES, LLC is a financial advisory firm situated in San Jose, California. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 2 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
- Pension Consulting Services
QualificationsFirm CRD# 125114
Assets Under Management $634,230,785
No. Of Clients1300
Clients Per Financial Advisor217
SILICON VALLEY CAPITAL PARTNERS, L.P. is a financial advisory firm situated in San Jose, California. With a nearly $634M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1300 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 312875
Assets Under Management $514,374,984
No. Of Clients384
Clients Per Financial Advisor43
KERA CAPITAL PARTNERS is a financial advisory firm situated in San Jose, California. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 167151
Assets Under Management $413,462,525
No. Of Clients1654
Clients Per Financial Advisor236
CONCENTRUM WEALTH MANAGEMENT is a financial advisory firm situated in San Jose, California. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1654 clients. The team consists of 7 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 157913
Assets Under Management $403,699,675
No. Of Clients1235
Clients Per Financial Advisor309
CLARITY WEALTH ADVISORS is a financial advisory firm situated in San Jose, California. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1235 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 226661
Assets Under Management $385,833,601
No. Of Clients1192
Clients Per Financial Advisor238
BETTERWEALTH LLC is a financial advisory firm situated in San Jose, California. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 106017
Assets Under Management $329,150,035
No. Of Clients796
Clients Per Financial Advisor133
SILICON VALLEY WEALTH ADVISORS, LLC is a financial advisory firm situated in San Jose, California. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 796 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 284082
Assets Under Management $301,512,430
No. Of Clients910
Clients Per Financial Advisor455
TTP INVESTMENTS, INC. is a financial advisory firm situated in San Jose, California. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 164091
Assets Under Management $300,641,627
No. Of Clients2
Clients Per Financial Advisor0
BHZ CAPITAL MANAGEMENT, LP is a financial advisory firm situated in San Jose, California. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 139009
Assets Under Management $236,401,293
No. Of Clients702
Clients Per Financial Advisor117
RETIREMENT CAPITAL STRATEGIES, INC. is a financial advisory firm situated in San Jose, California. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 133743
Assets Under Management $149,781,660
No. Of Clients556
Clients Per Financial Advisor185
DWR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 170839
Assets Under Management $142,524,588
No. Of Clients466
Clients Per Financial Advisor93
HENDERSHOTT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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# 150647
Assets Under Management $127,865,967
No. Of Clients3
Clients Per Financial Advisor0
FIRSTHAND CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in San Jose, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 7 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 Investment
QualificationsFirm CRD# 127758
Assets Under Management $107,609,011
No. Of Clients189
Clients Per Financial Advisor27
LEGACY WEALTH ADVISORS, LLC is a financial advisory firm situated in San Jose, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 7 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
- Portfolio Management for Business
- Selection of Other Advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.