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Find Retirement Advisors for Retirement Planning in Sherman Oaks, 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 Sherman Oaks, California

Last Updated - March 25, 2026

Sherman Oaks has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Sherman Oaks, California have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Sherman Oaks, California

VERIFIED

Andrew Eddy
CFP^®, CLU^®, AIF^®, ChFC^®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Flat Fee, 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

Alano Massi
CFP^®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Ira Zito
CFP^®, ChFC^®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michael DeSantis
CFP^®
Farther Finance LLC

Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65

Minimum Assets Required
$500,000

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Trilogy Financial

Qualifications
Firm CRD# 281597

Minimum Assets Required
Not Specified

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Mission Wealth Management, LP

Qualifications
Firm CRD# 113057

Minimum Assets Required
Not Specified

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

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Top 5 Retirement Planning firms in Sherman Oaks, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403	$665,649,057	832	15	A percentage of AUM, Hourly charges, Fixed fees
2	15260 Ventura Boulevard, Suite 1810 Sherman Oaks, CA, 91403	$410,200,680	4	16	A percentage of AUM, Performance Based
3	14011 Ventura Blvd,, Suite 302 Sherman Oaks, CA, 91423	$215,177,209	534	3	A percentage of AUM
4	14140 Ventura Blvd., Ste 208 Sherman Oaks, CA, 91423	$1,001	11	3	Fixed fees
5	15260 Ventura Boulevard,, Suite 855 Sherman Oaks, CA, 91403	$0	0	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Sherman Oaks, California

HIGHLINE WEALTH PARTNERS

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QualificationsFirm CRD# 284712

Assets Under Management $665,649,057

No. Of Clients832

Clients Per Financial Advisor55

HIGHLINE WEALTH PARTNERS is a financial advisory firm situated in Sherman Oaks, California. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 832 clients. The team consists of 15 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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BELAY INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 281985

Assets Under Management $410,200,680

No. Of Clients4

Clients Per Financial Advisor0

BELAY INVESTMENT GROUP, LLC is a financial advisory firm situated in Sherman Oaks, California. With a nearly $410M 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.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 290062

Assets Under Management $215,177,209

No. Of Clients534

Clients Per Financial Advisor178

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Sherman Oaks, California. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 534 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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MOSTT INC.

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QualificationsFirm CRD# 332063

Assets Under Management $1,001

No. Of Clients11

Clients Per Financial Advisor4

MOSTT INC. is a financial advisory firm situated in Sherman Oaks, California. With a nearly $1K assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses

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HIGHLINE ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 332483

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

HIGHLINE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Sherman Oaks, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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

Portfolio management for pooled investment vehicles
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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