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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.

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Top 9 Retirement Planning firms in San Luis Obispo, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

735 Tank Farm Road, Suite 264
San Luis Obispo, CA, 93401
$561,081,22912547
A percentage of AUM, Hourly charges, Fixed fees
2

733 Marsh St., Suite #110
San Luis Obispo, CA, 93401
$441,389,2328065
A percentage of AUM, Hourly charges
3

1135 Santa Rosa Street, Suite 310
San Luis Obispo, CA, 93401
$346,609,5685184
A percentage of AUM
4

735 Tank Farm Road, Suite 250
San Luis Obispo, CA, 93401
$293,626,4274732
A percentage of AUM
5

1101 Marsh St.,
San Luis Obispo, CA, 93401
$263,208,7207187
A percentage of AUM, Hourly charges
6

11573 Los Osos Valley Road, Suite D
San Luis Obispo, CA, 93405
$244,442,4725822
A percentage of AUM, Hourly charges, Fixed fees
7

1150 Osos Street, Suite 208
San Luis Obispo, CA, 93401
$175,287,205844
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
$146,222,1292413
A percentage of AUM
9

408 Higuera Street, Suite 120
San Luis Obispo, CA, 93401
$127,600,0003162
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)
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
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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
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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
View Full Profile

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