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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.

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Finding the Best Retirement Planners in San Luis Obispo, California

Last Updated - July 10, 2024

San 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

advisor-photo
vector.svg VERIFIED

Bryan 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

Top 10 Retirement Planning firms in San Luis Obispo, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WEALTHSOURCE®
735 Tank Farm Road, Suite 240
San Luis Obispo, CA, 93401
$1,915,866,644637571
A Percentage of AUM, Hourly charges, Fixed Fees
2
WACKER WEALTH PARTNERS, LLC
892 Aerovista Place, Suite 220
San Luis Obispo, CA, 93401
$1,027,296,05569922
A Percentage of AUM, Fixed Fees
3
SAN LUIS WEALTH ADVISORS
735 Tank Farm Road, Suite 264
San Luis Obispo, CA, 93401
$495,028,12310687
A Percentage of AUM, Hourly charges, Fixed Fees
4
CERRO PACIFIC WEALTH ADVISORS, LLC
733 Marsh St., Suite #110
San Luis Obispo, CA, 93401
$351,253,8877635
A Percentage of AUM, Hourly charges
5
TRELLIS WEALTH ADVISORS, LLC
1135 Santa Rosa Street, Suite 310
San Luis Obispo, CA, 93401
$307,490,7074624
A Percentage of AUM
6
PHILLIP B. WHITE CO., INC
11573 Los Osos Valley Road, Suite D
San Luis Obispo, CA, 93405
$217,466,0005822
A Percentage of AUM, Hourly charges, Fixed Fees
7
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
1101 Marsh St.,
San Luis Obispo, CA, 93401
$214,206,3446847
A Percentage of AUM, Hourly charges
8
NWM ADVISORS, LLC
735 Tank Farm Road, Suite 250
San Luis Obispo, CA, 93401
$211,225,5243932
A Percentage of AUM
9
PROSSIMO ADVISORS LLC
1150 Osos Street, Suite 208
San Luis Obispo, CA, 93401
$152,577,268794
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
$123,471,7662413
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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