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Find Retirement Advisors for Retirement Planning in Thousand Oaks, 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 Thousand Oaks, California
Last Updated - December 2, 2024Thousand Oaks has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Thousand Oaks, California have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Thousand Oaks, California
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Minimum Assets Required
$50,000
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
VERIFIEDAlano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
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
VERIFIEDPure Financial Advisors LLC
Pure Financial Advisors, LLC
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
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAndrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
Not Specified
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
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
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
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 9 Retirement Planning firms in Thousand Oaks, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | DE GROOTE FINANCIAL GROUP, LLC 3013 Willow Lane, Thousand Oaks, CA, 91361 | $582,681,800 | 1981 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | HILLCREST FINANCIAL GROUP 515 Marin Street, Suite 406 Thousand Oaks, CA, 91360 | $368,600,000 | 901 | 5 | A Percentage of AUM, Fixed Fees |
| 3 | MFA WEALTH SERVICES 100 E. Thousand Oaks Blvd., #258 Thousand Oaks, CA, 91360 | $191,458,815 | 584 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 4 | GFP WEALTH MANAGEMENT 25 W Rolling Oaks Drive, Suite 111 Thousand Oaks, CA, 91361 | $127,108,691 | 163 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CEDARSTONE ADVISORS 3125 Old Conejo Road, Unit 7 Thousand Oaks, CA, 91320 | $126,846,630 | 180 | 4 | A Percentage of AUM, Hourly charges |
| 6 | HOFER & ASSOCIATES WEALTH MANAGEMENT 90 E Thousand Oaks Blvd., Suite 310 Thousand Oaks, CA, 91360 | $119,167,538 | 288 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | PACIFIC FINANCIAL STRATEGIES, INC 223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360 | $117,988,403 | 817 | 5 | A Percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING) |
| 8 | IBN ASSET MANAGEMENT, LLC 463 Pennsfield Place,, Suite 201 Thousand Oaks, CA, 91360 | $107,175,736 | 37 | 6 | A Percentage of AUM, Fixed Fees, Other (CONSULTING) |
| 9 | LONGEVITY CAPITAL MANAGEMENT 515 Marin Street, Suite 418 Thousand Oaks, CA, 91360 | $0 | 0 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Thousand Oaks, California
QualificationsFirm CRD# 168178
Assets Under Management $582,681,800
No. Of Clients1981
Clients Per Financial Advisor283
DE GROOTE FINANCIAL GROUP, LLC is a financial advisory firm situated in Thousand Oaks, California. With a nearly $583M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1981 clients. The team consists of 7 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 317862
Assets Under Management $368,600,000
No. Of Clients901
Clients Per Financial Advisor180
HILLCREST FINANCIAL GROUP is a financial advisory firm situated in Thousand Oaks, California. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 169013
Assets Under Management $191,458,815
No. Of Clients584
Clients Per Financial Advisor195
MFA WEALTH SERVICES is a financial advisory firm situated in Thousand Oaks, California. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 584 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
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 133566
Assets Under Management $127,108,691
No. Of Clients163
Clients Per Financial Advisor163
GFP WEALTH MANAGEMENT is a financial advisory firm situated in Thousand Oaks, California. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 clients. The team consists of 1 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
- Selection of Other Advisors
QualificationsFirm CRD# 172653
Assets Under Management $126,846,630
No. Of Clients180
Clients Per Financial Advisor45
CEDARSTONE ADVISORS is a financial advisory firm situated in Thousand Oaks, California. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 282005
Assets Under Management $119,167,538
No. Of Clients288
Clients Per Financial Advisor96
HOFER & ASSOCIATES WEALTH MANAGEMENT is a financial advisory firm situated in Thousand Oaks, California. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 151434
Assets Under Management $117,988,403
No. Of Clients817
Clients Per Financial Advisor163
PACIFIC FINANCIAL STRATEGIES, INC is a financial advisory firm situated in Thousand Oaks, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 817 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
- Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 290114
Assets Under Management $107,175,736
No. Of Clients37
Clients Per Financial Advisor6
IBN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Thousand Oaks, California. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 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
- Other (CONSULTING)
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 328283
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
LONGEVITY CAPITAL MANAGEMENT is a financial advisory firm situated in Thousand 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 4 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
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