Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Santa Barbara, 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 Santa Barbara, California
Last Updated - April 18, 2024Santa Barbara has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Santa Barbara, California have an average of 13 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Santa Barbara, 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
VERIFIEDRoy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDNathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Santa Barbara, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PENSIONMARK FINANCIAL GROUP, LLC 24 E. Cota Street, Suite 200 Santa Barbara, CA, 93101 | $26,622,603,339 | 7380 | 244 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | EL CAPITAN ADVISORS 1900 State Street, Suite J Santa Barbara, CA, 93101 | $7,425,381,304 | 1038 | 9 | A Percentage of AUM, Fixed Fees |
| 3 | MISSION WEALTH MANAGEMENT, LP 1111 Chapala Street, 3rd Floor Santa Barbara, CA, 93101 | $4,975,561,347 | 7755 | 87 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | WEST COAST FINANCIAL, LLC 1435 Anacapa Street, Santa Barbara, CA, 93101 | $1,515,060,044 | 1927 | 39 | A Percentage of AUM, Fixed Fees |
| 5 | ARLINGTON FINANCIAL ADVISORS, LLC 100 E. De La Guerra St, Santa Barbara, CA, 93101 | $740,660,000 | 1627 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CURTIS ADVISORY GROUP, LLC 735 State Street, Suite 214 Santa Barbara, CA, 93101 | $395,857,556 | 424 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ARIADNE WEALTH MANAGEMENT, LP 1255 Coast Village Road, Suite 201a Santa Barbara, CA, 93108 | $395,285,700 | 369 | 6 | A Percentage of AUM |
| 8 | CHANNEL WEALTH, LLC 3700 State Street, Suite 240 Santa Barbara, CA, 93105 | $392,771,527 | 1203 | 14 | A Percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING AND CONSULTING) |
| 9 | TRINITY CAPITAL MANAGEMENT, LLC 607 De La Vista Ave., Santa Barbara, CA, 93103 | $382,669,754 | 876 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | OMEGA FINANCIAL GROUP, LLC 812 Anacapa Street, Santa Barbara, CA, 93101 | $372,102,638 | 824 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | AVALAN, LLC 233 E Carillo, Suite B Santa Barbara, CA, 93101 | $349,285,204 | 628 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | MONARCH WEALTH STRATEGIES 222 East Carillo Street, Suite 208 Santa Barbara, CA, 93101 | $308,121,727 | 918 | 5 | A Percentage of AUM, Hourly charges |
| 13 | PAINTED PORCH ADVISORS LLC 115 S La Cumbre Lane, Suite 201 Santa Barbara, CA, 93105 | $234,503,128 | 477 | 12 | A Percentage of AUM, Fixed Fees |
| 14 | NEXXUS HOLDINGS ADVISORS LLC 800 Miramonte Dr, Suite 380 Santa Barbara, CA, 93109 | $195,641,825 | 4 | 5 | Fixed Fees, Performance Based |
| 15 | CUADRILLA CAPITAL, LLC 351 Paseo Nuevo, 2nd Floor Santa Barbara, CA, 93101 | $189,069,000 | 1 | 5 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Santa Barbara, California
QualificationsFirm CRD# 208512
Assets Under Management $26,622,603,339
No. Of Clients7380
Clients Per Financial Advisor30
PENSIONMARK FINANCIAL GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7380 clients. The team consists of 244 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 290340
Assets Under Management $7,425,381,304
No. Of Clients1038
Clients Per Financial Advisor115
EL CAPITAN ADVISORS is a financial advisory firm situated in Santa Barbara, California. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 clients. The team consists of 9 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 Business
QualificationsFirm CRD# 113057
Assets Under Management $4,975,561,347
No. Of Clients7755
Clients Per Financial Advisor89
MISSION WEALTH MANAGEMENT, LP is a financial advisory firm situated in Santa Barbara, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7755 clients. The team consists of 87 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# 104677
Assets Under Management $1,515,060,044
No. Of Clients1927
Clients Per Financial Advisor49
WEST COAST FINANCIAL, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1927 clients. The team consists of 39 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# 283288
Assets Under Management $740,660,000
No. Of Clients1627
Clients Per Financial Advisor163
ARLINGTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $741M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1627 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
- Selection of Other Advisors
QualificationsFirm CRD# 151695
Assets Under Management $395,857,556
No. Of Clients424
Clients Per Financial Advisor141
CURTIS ADVISORY GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 170999
Assets Under Management $395,285,700
No. Of Clients369
Clients Per Financial Advisor62
ARIADNE WEALTH MANAGEMENT, LP is a financial advisory firm situated in Santa Barbara, California. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 369 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 323461
Assets Under Management $392,771,527
No. Of Clients1203
Clients Per Financial Advisor86
CHANNEL WEALTH, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $393M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1203 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Other (FINANCIAL PLANNING AND CONSULTING)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 143097
Assets Under Management $382,669,754
No. Of Clients876
Clients Per Financial Advisor175
TRINITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 876 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 164147
Assets Under Management $372,102,638
No. Of Clients824
Clients Per Financial Advisor137
OMEGA FINANCIAL GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $372M assets under management, the firm specializes in crafting personalized retirement planning solutions for 824 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
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 156109
Assets Under Management $349,285,204
No. Of Clients628
Clients Per Financial Advisor63
AVALAN, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 628 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
- Selection of Other Advisors
QualificationsFirm CRD# 136029
Assets Under Management $308,121,727
No. Of Clients918
Clients Per Financial Advisor184
MONARCH WEALTH STRATEGIES is a financial advisory firm situated in Santa Barbara, California. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 918 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
- Pension Consulting Services
QualificationsFirm CRD# 304375
Assets Under Management $234,503,128
No. Of Clients477
Clients Per Financial Advisor40
PAINTED PORCH ADVISORS LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 clients. The team consists of 12 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
QualificationsFirm CRD# 166884
Assets Under Management $195,641,825
No. Of Clients4
Clients Per Financial Advisor1
NEXXUS HOLDINGS ADVISORS LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 314510
Assets Under Management $189,069,000
No. Of Clients1
Clients Per Financial Advisor0
CUADRILLA CAPITAL, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Anaheim, California
- Retirement Planners in Calabasas, California
- Retirement Planners in Concord, California
- Retirement Planners in Fresno, California
- Retirement Planners in Irvine, California
- Retirement Planners in Laguna Niguel, California
- Retirement Planners in Larkspur, California
- Retirement Planners in Los Angeles, California
- Retirement Planners in Ojai, California
- Retirement Planners in Orange, California
- Retirement Planners in Rancho Cucamonga, California
- Retirement Planners in Roseville, California
- Retirement Planners in Sacramento, California
- Retirement Planners in San Diego, California
- Retirement Planners in San Francisco, California
- Retirement Planners in Santa Monica, California
- Retirement Planners in Seal Beach, California
- Retirement Planners in Ventura, California
- Retirement Planners in Walnut Creek, California
- Retirement Planners in Woodland Hills, California
Looking for more choices? Use our free match service to compare retirement planners serving your area.