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Find Retirement Advisors for Retirement Planning in San Rafael, 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 Rafael, California
Last Updated - April 19, 2024San Rafael has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in San Rafael, California have an average of 27 years of experience.
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List of Qualified Retirement Planning Advisors in San Rafael, California
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
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 Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Rafael, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GLOBAL RETIREMENT PARTNERS LLC 4340 Redwood Highway, Suite B-60 San Rafael, CA, 94903 | $119,814,842,543 | 25479 | 453 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | RPA FINANCIAL, LLC 4340 Redwood Highway, Suite B60 San Rafael, CA, 94903 | $6,167,776,422 | 285 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | WEALTHSPIRE ADVISORS 100 Smith Ranch Rd., Suite 300 San Rafael, CA, 94903 | $2,453,163,396 | 934 | 44 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | OHANA ADVISORS 101 Lucas Valley, Suite 202 San Rafael, CA, 94903 | $1,635,810,547 | 15 | 10 | A Percentage of AUM, Fixed Fees |
| 5 | POLARIS WEALTH ADVISORY GROUP 824 E St., San Rafael, CA, 94901 | $1,508,968,850 | 4317 | 36 | A Percentage of AUM |
| 6 | TRAN CAPITAL MANAGEMENT, L.P. 1000 4th St, Suite 800 San Rafael, CA, 94901 | $868,413,131 | 363 | 8 | A Percentage of AUM |
| 7 | HUTCHINSON CAPITAL MANAGEMENT 1101 Fifth Avenue, Suite 160 San Rafael, CA, 94901 | $825,321,725 | 724 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | JOCELYN INVESTMENT MANAGEMENT, LLC 100 Smith Ranch Road, Suite 329 San Rafael, CA, 94903 | $496,229,131 | 218 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | WESTHILL FINANCIAL ADVISORS, INC. 999 Fifth Ave., Suite 300, San Rafael, CA, 94901 | $487,928,040 | 1089 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | FIDUCIARY FINANCIAL GROUP, LLC 1101 Fifth Avenue, Suite 305 San Rafael, CA, 94901 | $485,401,899 | 937 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | STEWART WEALTH MANAGEMENT, INC. 1050 Northgate Drive, Suite 333 San Rafael, CA, 94903 | $344,274,757 | 1371 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | LIQUID CAPITAL MANAGEMENT LLC 1010 B Street, Suite 430 San Rafael, CA, 94901 | $325,058,349 | 3 | 7 | A Percentage of AUM, Performance Based |
| 13 | LONGVIEW FINANCIAL ADVISORS, LLC 4040 Civic Center Drive, Suite 200 Pmb #3420 San Rafael, CA, 94903 | $262,676,696 | 422 | 2 | A Percentage of AUM |
| 14 | MARIN WEALTH ADVISORS LLC 899 Northgate Dr., Suite 300, San Rafael, CA, 94903 | $258,564,085 | 845 | 6 | A Percentage of AUM, Hourly charges |
| 15 | O'DONNELL FINANCIAL SERVICES, LLC 1101 Fifth Ave., Suite 150 San Rafael, CA, 94901 | $257,656,873 | 869 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in San Rafael, California
QualificationsFirm CRD# 172011
Assets Under Management $119,814,842,543
No. Of Clients25479
Clients Per Financial Advisor56
GLOBAL RETIREMENT PARTNERS LLC is a financial advisory firm situated in San Rafael, California. With a nearly $120B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25479 clients. The team consists of 453 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# 294105
Assets Under Management $6,167,776,422
No. Of Clients285
Clients Per Financial Advisor22
RPA FINANCIAL, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 clients. The team consists of 13 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
- Pension Consulting Services
QualificationsFirm CRD# 110666
Assets Under Management $2,453,163,396
No. Of Clients934
Clients Per Financial Advisor21
WEALTHSPIRE ADVISORS is a financial advisory firm situated in San Rafael, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 934 clients. The team consists of 44 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# 158515
Assets Under Management $1,635,810,547
No. Of Clients15
Clients Per Financial Advisor2
OHANA ADVISORS is a financial advisory firm situated in San Rafael, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 10 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
- Selection of Other Advisors
QualificationsFirm CRD# 158718
Assets Under Management $1,508,968,850
No. Of Clients4317
Clients Per Financial Advisor120
POLARIS WEALTH ADVISORY GROUP is a financial advisory firm situated in San Rafael, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4317 clients. The team consists of 36 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
QualificationsFirm CRD# 107049
Assets Under Management $868,413,131
No. Of Clients363
Clients Per Financial Advisor45
TRAN CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in San Rafael, California. With a nearly $868M assets under management, the firm specializes in crafting personalized retirement planning solutions for 363 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106158
Assets Under Management $825,321,725
No. Of Clients724
Clients Per Financial Advisor103
HUTCHINSON CAPITAL MANAGEMENT is a financial advisory firm situated in San Rafael, California. With a nearly $825M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 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
QualificationsFirm CRD# 323831
Assets Under Management $496,229,131
No. Of Clients218
Clients Per Financial Advisor109
JOCELYN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 152506
Assets Under Management $487,928,040
No. Of Clients1089
Clients Per Financial Advisor109
WESTHILL FINANCIAL ADVISORS, INC. is a financial advisory firm situated in San Rafael, California. With a nearly $488M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1089 clients. The team consists of 10 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 285681
Assets Under Management $485,401,899
No. Of Clients937
Clients Per Financial Advisor134
FIDUCIARY FINANCIAL GROUP, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 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
QualificationsFirm CRD# 143425
Assets Under Management $344,274,757
No. Of Clients1371
Clients Per Financial Advisor457
STEWART WEALTH MANAGEMENT, INC. is a financial advisory firm situated in San Rafael, California. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1371 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
- Pension Consulting Services
QualificationsFirm CRD# 299577
Assets Under Management $325,058,349
No. Of Clients3
Clients Per Financial Advisor0
LIQUID CAPITAL MANAGEMENT LLC is a financial advisory firm situated in San Rafael, California. With a nearly $325M 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 pooled Investment
QualificationsFirm CRD# 291192
Assets Under Management $262,676,696
No. Of Clients422
Clients Per Financial Advisor211
LONGVIEW FINANCIAL ADVISORS, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 422 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 123237
Assets Under Management $258,564,085
No. Of Clients845
Clients Per Financial Advisor141
MARIN WEALTH ADVISORS LLC is a financial advisory firm situated in San Rafael, California. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 845 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 172520
Assets Under Management $257,656,873
No. Of Clients869
Clients Per Financial Advisor145
O'DONNELL FINANCIAL SERVICES, LLC is a financial advisory firm situated in San Rafael, California. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 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
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