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Find Retirement Advisors for Retirement Planning in Sausalito, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Sausalito, California

Last Updated - April 25, 2025

Sausalito has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Sausalito, California have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Sausalito, California

VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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VERIFIED

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

Address

580 California St #2300,
San Francisco, CA 94104 See Details

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

David 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

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Advisory Services:

Compensation/Fee

Fee-Based

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Top 8 Retirement Planning firms in Sausalito, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	Three Harbor Drive, Suite 204 Sausalito, CA, 94965	$80,212,688,341	16173	170	A percentage of AUM, Fixed fees
2	300 Turney Street, 2nd Floor Sausalito, CA, 94965	$1,552,671,568	6	12	A percentage of AUM, Other (CARRIED INTEREST)
3	30 Liberty Ship Way #3225, Sausalito, CA, 94965	$571,092,070	1225	20	A percentage of AUM, Commission Based
4	501 Humboldt Avenue, 2nd Floor, Sausalito, CA, 94965	$439,718,388	4	3	A percentage of AUM, Performance Based
5	85 Liberty Ship Way, Suite 201 Sausalito, CA, 94965	$412,735,240	1	2	A percentage of AUM
6	One Harbor Drive, Suite 300 Sausalito, CA, 94965	$348,134,070	392	4	A percentage of AUM, Performance Based
7	1 Harbor Dr. Suite 300, Sausalito, CA, 94965	$328,728,580	401	2	A percentage of AUM
8	One Harbor Drive, Suite 300 Sausalito, CA, 94965	$217,811,664	54	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Sausalito, California

APERIO GROUP, LLC

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QualificationsFirm CRD# 111616

Assets Under Management $80,212,688,341

No. Of Clients16173

Clients Per Financial Advisor95

APERIO GROUP, LLC is a financial advisory firm situated in Sausalito, California. With a nearly $80B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16173 clients. The team consists of 170 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

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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REVELATION CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 171114

Assets Under Management $1,552,671,568

No. Of Clients6

Clients Per Financial Advisor1

REVELATION CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Sausalito, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Other (CARRIED INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles

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CALDWELL SUTTER CAPITAL, INC.

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QualificationsFirm CRD# 10489

Assets Under Management $571,092,070

No. Of Clients1225

Clients Per Financial Advisor61

CALDWELL SUTTER CAPITAL, INC. is a financial advisory firm situated in Sausalito, California. With a nearly $571M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1225 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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PROSPECT CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 119531

Assets Under Management $439,718,388

No. Of Clients4

Clients Per Financial Advisor1

PROSPECT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Sausalito, California. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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VERT ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 288445

Assets Under Management $412,735,240

No. Of Clients1

Clients Per Financial Advisor1

VERT ASSET MANAGEMENT LLC is a financial advisory firm situated in Sausalito, California. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 investment companies
Education seminars/workshops

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WESTEND CAPITAL MANAGEMENT, LLC.

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QualificationsFirm CRD# 120545

Assets Under Management $348,134,070

No. Of Clients392

Clients Per Financial Advisor98

WESTEND CAPITAL MANAGEMENT, LLC. is a financial advisory firm situated in Sausalito, California. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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MARIN BAY WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 289184

Assets Under Management $328,728,580

No. Of Clients401

Clients Per Financial Advisor201

MARIN BAY WEALTH ADVISORS, LLC is a financial advisory firm situated in Sausalito, California. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 401 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
Selection for other advisors

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VERITY WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 126742

Assets Under Management $217,811,664

No. Of Clients54

Clients Per Financial Advisor27

VERITY WEALTH ADVISORS, LLC is a financial advisory firm situated in Sausalito, California. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 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

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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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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