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Find Retirement Advisors for Retirement Planning in San Luis Obispo, 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 Luis Obispo, California
Last Updated - April 17, 2024San Luis Obispo has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in San Luis Obispo, California have an average of 14 years of experience.
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List of Qualified Retirement Planning Advisors in San Luis Obispo, California
VERIFIEDBryan Foronjy
CFP®
Foronjy Financial
Qualifications
CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in San Luis Obispo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WEALTHSOURCE® 735 Tank Farm Road, Suite 240 San Luis Obispo, CA, 93401 | $1,915,866,644 | 6375 | 71 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WACKER WEALTH PARTNERS, LLC 892 Aerovista Place, Suite 220 San Luis Obispo, CA, 93401 | $1,027,296,055 | 699 | 22 | A Percentage of AUM, Fixed Fees |
| 3 | SAN LUIS WEALTH ADVISORS 735 Tank Farm Road, Suite 264 San Luis Obispo, CA, 93401 | $495,028,123 | 1068 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CERRO PACIFIC WEALTH ADVISORS, LLC 733 Marsh St., Suite #110 San Luis Obispo, CA, 93401 | $351,253,887 | 763 | 5 | A Percentage of AUM, Hourly charges |
| 5 | TRELLIS WEALTH ADVISORS, LLC 1135 Santa Rosa Street, Suite 310 San Luis Obispo, CA, 93401 | $307,490,707 | 462 | 4 | A Percentage of AUM |
| 6 | PHILLIP B. WHITE CO., INC 11573 Los Osos Valley Road, Suite D San Luis Obispo, CA, 93405 | $217,466,000 | 582 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. 1101 Marsh St., San Luis Obispo, CA, 93401 | $214,206,344 | 684 | 7 | A Percentage of AUM, Hourly charges |
| 8 | NWM ADVISORS, LLC 735 Tank Farm Road, Suite 250 San Luis Obispo, CA, 93401 | $211,225,524 | 393 | 2 | A Percentage of AUM |
| 9 | PROSSIMO ADVISORS LLC 1150 Osos Street, Suite 208 San Luis Obispo, CA, 93401 | $152,577,268 | 79 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 10 | BLUE MARBLE INVESTMENTS 1085 Higuera St., Suite 120 San Luis Obispo, CA, 93401 | $123,471,766 | 241 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in San Luis Obispo, California
QualificationsFirm CRD# 282202
Assets Under Management $1,915,866,644
No. Of Clients6375
Clients Per Financial Advisor90
WEALTHSOURCE® is a financial advisory firm situated in San Luis Obispo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6375 clients. The team consists of 71 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# 145931
Assets Under Management $1,027,296,055
No. Of Clients699
Clients Per Financial Advisor32
WACKER WEALTH PARTNERS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 699 clients. The team consists of 22 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 309506
Assets Under Management $495,028,123
No. Of Clients1068
Clients Per Financial Advisor153
SAN LUIS WEALTH ADVISORS is a financial advisory firm situated in San Luis Obispo, California. With a nearly $495M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1068 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
QualificationsFirm CRD# 310825
Assets Under Management $351,253,887
No. Of Clients763
Clients Per Financial Advisor153
CERRO PACIFIC WEALTH ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 763 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 154861
Assets Under Management $307,490,707
No. Of Clients462
Clients Per Financial Advisor116
TRELLIS WEALTH ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 300623
Assets Under Management $217,466,000
No. Of Clients582
Clients Per Financial Advisor291
PHILLIP B. WHITE CO., INC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 582 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 287683
Assets Under Management $214,206,344
No. Of Clients684
Clients Per Financial Advisor98
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is a financial advisory firm situated in San Luis Obispo, California. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 684 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 283714
Assets Under Management $211,225,524
No. Of Clients393
Clients Per Financial Advisor197
NWM ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 393 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 289347
Assets Under Management $152,577,268
No. Of Clients79
Clients Per Financial Advisor20
PROSSIMO ADVISORS LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 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
- Hourly charges
- Fixed Fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 141354
Assets Under Management $123,471,766
No. Of Clients241
Clients Per Financial Advisor80
BLUE MARBLE INVESTMENTS is a financial advisory firm situated in San Luis Obispo, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 241 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
Financial Planning Services
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
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