Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Saratoga has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Saratoga, California have an average of 23 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Hetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
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
Fee-Only, Hourly, Based on Assets
The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Fee-Based, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 14471 Big Basin Way, Suite E, Saratoga, CA, 95070 | $2,740,178,823 | 3207 | 23 | A percentage of AUM |
2 | 14657 Big Basin Way, Saratoga, CA, 95070 | $204,005,423 | 119 | 4 | A percentage of AUM, Hourly charges |
3 | 20665 4th Street, Suite 201 Saratoga, CA, 95070 | $196,206,549 | 4 | 5 | A percentage of AUM, Performance Based |
4 | 20640 3rd Steet, Suite 300 Saratoga, CA, 95070 | $194,326,307 | 649 | 10 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 110506
Assets Under Management $2,740,178,823
No. Of Clients3207
Clients Per Financial Advisor139
SARATOGA RESEARCH & INVESTMENT MANAGEMENT is a financial advisory firm situated in Saratoga, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3207 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299725
Assets Under Management $204,005,423
No. Of Clients119
Clients Per Financial Advisor30
VIENNA ASSET MANAGEMENT LLC is a financial advisory firm situated in Saratoga, California. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167772
Assets Under Management $196,206,549
No. Of Clients4
Clients Per Financial Advisor1
SCION ASSET MANAGEMENT, LLC is a financial advisory firm situated in Saratoga, 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.
QualificationsFirm CRD# 288450
Assets Under Management $194,326,307
No. Of Clients649
Clients Per Financial Advisor65
ARIA WEALTH MANAGEMENT is a financial advisory firm situated in Saratoga, California. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 649 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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