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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 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 Thousand Oaks, California

Last Updated - April 25, 2025

Thousand Oaks has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Thousand Oaks, California have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Thousand Oaks, California

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Ira 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

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advisor
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Alano 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

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advisor

Qualifications
Firm CRD# 135281

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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Pure 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 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, Based on Assets

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Andrew 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

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Michael DeSantis
CFP®
Farther Finance LLC

Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65

Minimum Assets Required
$500,000

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 arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

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

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advisor
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Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Top 10 Retirement Planning firms in Thousand Oaks, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3013 Willow Lane,
Thousand Oaks, CA, 91361
$648,145,23819817
A percentage of AUM, Hourly charges, Fixed fees
2

515 Marin Street, Suite 406
Thousand Oaks, CA, 91360
$470,750,00010506
A percentage of AUM, Fixed fees
3

100 E. Thousand Oaks Blvd., #258
Thousand Oaks, CA, 91360
$248,238,2576083
A percentage of AUM, Hourly charges, Fixed fees
4

141 Duesenberg Drive, Suite 15a
Thousand Oaks, CA, 91362
$179,526,0373234
A percentage of AUM, Performance Based
5

90 E Thousand Oaks Blvd., Suite 310
Thousand Oaks, CA, 91360
$174,810,0757494
A percentage of AUM, Hourly charges, Fixed fees
6

25 W Rolling Oaks Drive, Suite 111
Thousand Oaks, CA, 91361
$168,412,2601901
A percentage of AUM, Hourly charges, Fixed fees
7

3125 Old Conejo Road, Unit 7
Thousand Oaks, CA, 91320
$150,534,8211843
A percentage of AUM, Hourly charges
8

223 E. Thousand Oaks Blvd., Suite 403,
Thousand Oaks, CA, 91360
$138,021,0357075
A percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING)
9

515 Marin Street, Suite 418
Thousand Oaks, CA, 91360
$119,345,6641463
A percentage of AUM, Hourly charges, Fixed fees
10

463 Pennsfield Place,, Suite 201
Thousand Oaks, CA, 91360
$107,308,835446
A percentage of AUM, Fixed fees, Other (CONSULTING)

Information on Top Retirement Planning firms in Thousand Oaks, California

QualificationsFirm CRD# 168178

Assets Under Management $648,145,238

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 $648M 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 317862

Assets Under Management $470,750,000

No. Of Clients1050

Clients Per Financial Advisor175

HILLCREST FINANCIAL GROUP is a financial advisory firm situated in Thousand Oaks, California. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1050 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 169013

Assets Under Management $248,238,257

No. Of Clients608

Clients Per Financial Advisor203

MFA WEALTH SERVICES is a financial advisory firm situated in Thousand Oaks, California. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 608 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 164945

Assets Under Management $179,526,037

No. Of Clients323

Clients Per Financial Advisor81

DRH INVESTMENTS, INC. is a financial advisory firm situated in Thousand Oaks, California. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 323 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
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 282005

Assets Under Management $174,810,075

No. Of Clients749

Clients Per Financial Advisor187

HOFER & ASSOCIATES WEALTH MANAGEMENT is a financial advisory firm situated in Thousand Oaks, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 749 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 133566

Assets Under Management $168,412,260

No. Of Clients190

Clients Per Financial Advisor190

GFP WEALTH MANAGEMENT is a financial advisory firm situated in Thousand Oaks, California. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 172653

Assets Under Management $150,534,821

No. Of Clients184

Clients Per Financial Advisor61

CEDARSTONE ADVISORS is a financial advisory firm situated in Thousand Oaks, California. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 184 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 151434

Assets Under Management $138,021,035

No. Of Clients707

Clients Per Financial Advisor141

PACIFIC FINANCIAL STRATEGIES, INC is a financial advisory firm situated in Thousand Oaks, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 707 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 services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
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QualificationsFirm CRD# 328283

Assets Under Management $119,345,664

No. Of Clients146

Clients Per Financial Advisor49

LONGEVITY CAPITAL 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 146 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (INVESTMENT CONSULTING SERVICES)
View Full Profile

QualificationsFirm CRD# 290114

Assets Under Management $107,308,835

No. Of Clients44

Clients Per Financial Advisor7

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 44 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 businesses or institutional clients
  • Other (CONSULTING)
View Full Profile

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