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Find Retirement Advisors for Retirement Planning in Solana Beach, 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 Solana Beach, California

Last Updated - April 25, 2025

Solana Beach has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Solana Beach, California have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in Solana Beach, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

6935 Cowles Mountain Blvd,
San Diego, CA 92119 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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Top 7 Retirement Planning firms in Solana Beach, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	215 Highway 101, Suite 216 Solana Beach, CA, 92075	$1,360,799,887	14	21	A percentage of AUM
2	215 Highway 101, Suite 216 Solana Beach, CA, 92075	$932,639,270	14	22	A percentage of AUM
3	420 Stevens Avenue, Suite 250 Solana Beach, CA, 92075	$780,366,425	1001	16	A percentage of AUM, Hourly charges, Fixed fees
4	514 Via De La Valle, Suite 200 Solana Beach, CA, 92075	$780,217,800	181	5	A percentage of AUM, Hourly charges, Fixed fees
5	Suite 200, 238 North Cedros Avenue Solana Beach, CA, 92075	$348,269,188	1057	6	A percentage of AUM, Hourly charges, Fixed fees
6	380 Stevens Avenue, Suite 205 Solana Beach, CA, 92075	$160,640,345	396	4	A percentage of AUM, Fixed fees
7	380 Stevens Avenue, Suite 307 Solana Beach, CA, 92075	$111,264,459	2	3	A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Solana Beach, California

EAM GLOBAL INVESTORS LLC

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QualificationsFirm CRD# 170870

Assets Under Management $1,360,799,887

No. Of Clients14

Clients Per Financial Advisor1

EAM GLOBAL INVESTORS LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 21 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 pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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EAM INVESTORS, LLC

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QualificationsFirm CRD# 144908

Assets Under Management $932,639,270

No. Of Clients14

Clients Per Financial Advisor1

EAM INVESTORS, LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $933M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 22 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
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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BLANKINSHIP & FOSTER, LLC

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QualificationsFirm CRD# 104795

Assets Under Management $780,366,425

No. Of Clients1001

Clients Per Financial Advisor63

BLANKINSHIP & FOSTER, LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $780M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1001 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
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
Selection for other advisors
Education seminars/workshops

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FOCUS INVESTMENT ADVISORS, INC

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QualificationsFirm CRD# 109970

Assets Under Management $780,217,800

No. Of Clients181

Clients Per Financial Advisor36

FOCUS INVESTMENT ADVISORS, INC is a financial advisory firm situated in Solana Beach, California. With a nearly $780M assets under management, the firm specializes in crafting personalized retirement planning solutions for 181 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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DLK INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 149096

Assets Under Management $348,269,188

No. Of Clients1057

Clients Per Financial Advisor176

DLK INVESTMENT MANAGEMENT is a financial advisory firm situated in Solana Beach, California. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1057 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

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D. M. BRENNER, INC.

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QualificationsFirm CRD# 134398

Assets Under Management $160,640,345

No. Of Clients396

Clients Per Financial Advisor99

D. M. BRENNER, INC. is a financial advisory firm situated in Solana Beach, California. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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GRACIAN CAPITAL LLC

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QualificationsFirm CRD# 328687

Assets Under Management $111,264,459

No. Of Clients2

Clients Per Financial Advisor1

GRACIAN CAPITAL LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Other (RESEARCH AND CONSULTING)

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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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