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Find Retirement Advisors for Retirement Planning in California, San Luis Obispo
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 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 registration checks. 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.
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Top 9 Retirement Planning firms in San Luis Obispo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 735 Tank Farm Road, Suite 264 San Luis Obispo, CA, 93401 | $561,081,229 | 1254 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 733 Marsh St., Suite #110 San Luis Obispo, CA, 93401 | $441,389,232 | 806 | 5 | A percentage of AUM, Hourly charges |
| 3 | 1135 Santa Rosa Street, Suite 310 San Luis Obispo, CA, 93401 | $346,609,568 | 518 | 4 | A percentage of AUM |
| 4 | 735 Tank Farm Road, Suite 250 San Luis Obispo, CA, 93401 | $293,626,427 | 473 | 2 | A percentage of AUM |
| 5 | 1101 Marsh St., San Luis Obispo, CA, 93401 | $263,208,720 | 718 | 7 | A percentage of AUM, Hourly charges |
| 6 | 11573 Los Osos Valley Road, Suite D San Luis Obispo, CA, 93405 | $244,442,472 | 582 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1150 Osos Street, Suite 208 San Luis Obispo, CA, 93401 | $175,287,205 | 84 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 8 | 1085 Higuera St., Suite 120 San Luis Obispo, CA, 93401 | $146,222,129 | 241 | 3 | A percentage of AUM |
| 9 | 408 Higuera Street, Suite 120 San Luis Obispo, CA, 93401 | $127,600,000 | 316 | 2 | A percentage of AUM |
Information on Top Retirement Planning firms in San Luis Obispo, California
QualificationsFirm CRD# 309506
Assets Under Management $561,081,229
No. Of Clients1254
Clients Per Financial Advisor179
SAN LUIS WEALTH ADVISORS is a financial advisory firm situated in San Luis Obispo, California. With a nearly $561M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1254 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 services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING)
QualificationsFirm CRD# 310825
Assets Under Management $441,389,232
No. Of Clients806
Clients Per Financial Advisor161
CERRO PACIFIC WEALTH ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 806 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 154861
Assets Under Management $346,609,568
No. Of Clients518
Clients Per Financial Advisor130
TRELLIS WEALTH ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 518 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 and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 283714
Assets Under Management $293,626,427
No. Of Clients473
Clients Per Financial Advisor237
NWM ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 473 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 287683
Assets Under Management $263,208,720
No. Of Clients718
Clients Per Financial Advisor103
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is a financial advisory firm situated in San Luis Obispo, California. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 718 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 300623
Assets Under Management $244,442,472
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 $244M 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 289347
Assets Under Management $175,287,205
No. Of Clients84
Clients Per Financial Advisor21
PROSSIMO ADVISORS LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 141354
Assets Under Management $146,222,129
No. Of Clients241
Clients Per Financial Advisor80
BLUE MARBLE INVESTMENTS is a financial advisory firm situated in San Luis Obispo, California. With a nearly $146M 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 and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 304289
Assets Under Management $127,600,000
No. Of Clients316
Clients Per Financial Advisor158
WRIGHT WEALTH STRATEGIES, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 316 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
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Looking for more choices? Use our free match service to compare retirement planners serving your area.