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 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.
Sherman Oaks has 11 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 Sherman Oaks, California have an average of 17 years of experience.
Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Financial Planning, Portfolio Management, 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, Based on Assets
Ira Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Series 7, 9, 10, 63, 66
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
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, Estate Planning & Trusts, Insurance Products & Annuities.
Not Specified
Daniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Only, Based on Assets
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.
Fee-Only
Christian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based
Alano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Roy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
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, Flat Fee, Based on Assets
Nathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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.
Fee-Only, Hourly, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BELAY INVESTMENT GROUP, LLC 15260 Ventura Boulevard, Suite 1810 Sherman Oaks, CA, 91403 | $470,898,975 | 4 | 16 | A Percentage of AUM, Performance Based |
2 | HIGHLINE WEALTH PARTNERS 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403 | $285,102,983 | 533 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ARES FINANCIAL CONSULTING LLC 14140 Magnolia Blvd, Sherman Oaks, CA, 91423 | $124,201,872 | 639 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | KAILAI ADVISERS LTD. 15260 Ventura Blvd Ste 1550, Sherman Oaks, CA, 91403-5335 | $115,217,166 | 13 | 17 | A Percentage of AUM, Fixed Fees, Performance Based |
QualificationsFirm CRD# 281985
Assets Under Management $470,898,975
No. Of Clients4
Clients Per Financial Advisor0
BELAY INVESTMENT GROUP, LLC is a financial advisory firm situated in Sherman Oaks, California. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284712
Assets Under Management $285,102,983
No. Of Clients533
Clients Per Financial Advisor44
HIGHLINE WEALTH PARTNERS is a financial advisory firm situated in Sherman Oaks, California. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 533 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282852
Assets Under Management $124,201,872
No. Of Clients639
Clients Per Financial Advisor128
ARES FINANCIAL CONSULTING LLC is a financial advisory firm situated in Sherman Oaks, California. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161692
Assets Under Management $115,217,166
No. Of Clients13
Clients Per Financial Advisor1
KAILAI ADVISERS LTD. is a financial advisory firm situated in Sherman Oaks, California. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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