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Find Retirement Advisors for Retirement Planning in Solana Beach, California
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.
Finding the Best Retirement Planners in Solana Beach, California
Last Updated - April 17, 2024Solana Beach has 4 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Solana Beach, California
VERIFIEDAleksandar Raskovic
WestPac Wealth Partners
Qualifications
CRD# 6995589
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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
VERIFIEDErick Conway
CFP®
von Berge Wealth Mgt Group
Qualifications
CRD# 5621699
Firm CRD# 313332
Minimum Assets Required
$100,000
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
Fee-Only, Based on Assets
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | EAM GLOBAL INVESTORS LLC 215 Highway 101, Suite 216 Solana Beach, CA, 92075 | $1,498,331,736 | 15 | 23 | A Percentage of AUM |
| 2 | EAM INVESTORS, LLC 215 Highway 101, Suite 216 Solana Beach, CA, 92075 | $869,543,034 | 13 | 23 | A Percentage of AUM |
| 3 | BLANKINSHIP & FOSTER, LLC 420 Stevens Avenue, Suite 250 Solana Beach, CA, 92075 | $690,041,873 | 1006 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | FOCUS INVESTMENT ADVISORS, INC 514 Via De La Valle, Suite 200 Solana Beach, CA, 92075 | $684,247,412 | 178 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | DLK INVESTMENT MANAGEMENT Suite 200, 238 North Cedros Avenue Solana Beach, CA, 92075 | $291,956,507 | 954 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | D. M. BRENNER, INC. 380 Stevens Avenue, Suite 205 Solana Beach, CA, 92075 | $141,383,897 | 382 | 6 | A Percentage of AUM, Fixed Fees |
| 7 | GRACIAN CAPITAL LLC 380 Stevens Avenue, Suite 307 Solana Beach, CA, 92075 | $45,012,246 | 2 | 3 | A Percentage of AUM, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Solana Beach, California
QualificationsFirm CRD# 170870
Assets Under Management $1,498,331,736
No. Of Clients15
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 15 clients. The team consists of 23 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 144908
Assets Under Management $869,543,034
No. Of Clients13
Clients Per Financial Advisor1
EAM INVESTORS, LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 23 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104795
Assets Under Management $690,041,873
No. Of Clients1006
Clients Per Financial Advisor63
BLANKINSHIP & FOSTER, LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $690M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1006 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109970
Assets Under Management $684,247,412
No. Of Clients178
Clients Per Financial Advisor36
FOCUS INVESTMENT ADVISORS, INC is a financial advisory firm situated in Solana Beach, California. With a nearly $684M assets under management, the firm specializes in crafting personalized retirement planning solutions for 178 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149096
Assets Under Management $291,956,507
No. Of Clients954
Clients Per Financial Advisor159
DLK INVESTMENT MANAGEMENT is a financial advisory firm situated in Solana Beach, California. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 954 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 134398
Assets Under Management $141,383,897
No. Of Clients382
Clients Per Financial Advisor64
D. M. BRENNER, INC. is a financial advisory firm situated in Solana Beach, California. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 328687
Assets Under Management $45,012,246
No. Of Clients2
Clients Per Financial Advisor1
GRACIAN CAPITAL LLC is a financial advisory firm situated in Solana Beach, California. With a nearly $45M 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.