National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
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 - July 10, 2024

Santa Barbara has 2 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 10 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Santa Barbara, California

advisor-photo
vector.svg VERIFIED

Roy 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

advisor-photo

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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

Top 15 Retirement Planning firms in Santa Barbara, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PENSIONMARK FINANCIAL GROUP, LLC
24 E. Cota Street, Suite 200
Santa Barbara, CA, 93101
$26,622,603,3397380244
A Percentage of AUM, Hourly charges, Fixed Fees
2
EL CAPITAN ADVISORS
1900 State Street, Suite J
Santa Barbara, CA, 93101
$7,425,381,30410389
A Percentage of AUM, Fixed Fees
3
MISSION WEALTH MANAGEMENT, LP
1111 Chapala Street, 3rd Floor
Santa Barbara, CA, 93101
$4,975,561,347775587
A Percentage of AUM, Hourly charges, Fixed Fees
4
WEST COAST FINANCIAL, LLC
1435 Anacapa Street,
Santa Barbara, CA, 93101
$1,515,060,044192739
A Percentage of AUM, Fixed Fees
5
ARLINGTON FINANCIAL ADVISORS, LLC
100 E. De La Guerra St,
Santa Barbara, CA, 93101
$740,660,000162710
A Percentage of AUM, Hourly charges, Fixed Fees
6
CURTIS ADVISORY GROUP, LLC
735 State Street, Suite 214
Santa Barbara, CA, 93101
$395,857,5564243
A Percentage of AUM, Hourly charges, Fixed Fees
7
ARIADNE WEALTH MANAGEMENT, LP
1255 Coast Village Road, Suite 201a
Santa Barbara, CA, 93108
$395,285,7003696
A Percentage of AUM
8
CHANNEL WEALTH, LLC
3700 State Street, Suite 240
Santa Barbara, CA, 93105
$392,771,527120314
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
$382,669,7548765
A Percentage of AUM, Hourly charges, Fixed Fees
10
OMEGA FINANCIAL GROUP, LLC
812 Anacapa Street,
Santa Barbara, CA, 93101
$372,102,6388246
A Percentage of AUM, Hourly charges, Fixed Fees
11
AVALAN, LLC
233 E Carillo, Suite B
Santa Barbara, CA, 93101
$349,285,20462810
A Percentage of AUM, Hourly charges, Fixed Fees
12
MONARCH WEALTH STRATEGIES
222 East Carillo Street, Suite 208
Santa Barbara, CA, 93101
$308,121,7279185
A Percentage of AUM, Hourly charges
13
PAINTED PORCH ADVISORS LLC
115 S La Cumbre Lane, Suite 201
Santa Barbara, CA, 93105
$234,503,12847712
A Percentage of AUM, Fixed Fees
14
NEXXUS HOLDINGS ADVISORS LLC
800 Miramonte Dr, Suite 380
Santa Barbara, CA, 93109
$195,641,82545
Fixed Fees, Performance Based
15
CUADRILLA CAPITAL, LLC
351 Paseo Nuevo, 2nd Floor
Santa Barbara, CA, 93101
$189,069,00015
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners