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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 - July 10, 2024

Thousand Oaks has 11 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 18 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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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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Andrew Selu
Edelman Financial Engines, LLC

Qualifications
CRD# 6281487
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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

advisor-photo

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

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Roy Sherman
CFP®, CFA
Sherman Asset Management

Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65

Minimum Assets Required
$0

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.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, 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 Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Michael 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

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Christian 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

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Michael 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

Top 9 Retirement Planning firms in Thousand Oaks, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DE GROOTE FINANCIAL GROUP, LLC
3013 Willow Lane,
Thousand Oaks, CA, 91361
$582,681,80019817
A Percentage of AUM, Hourly charges, Fixed Fees
2
HILLCREST FINANCIAL GROUP
515 Marin Street, Suite 406
Thousand Oaks, CA, 91360
$368,600,0009015
A Percentage of AUM, Fixed Fees
3
MFA WEALTH SERVICES
100 E. Thousand Oaks Blvd., #258
Thousand Oaks, CA, 91360
$191,458,8155843
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
$127,108,6911631
A Percentage of AUM, Hourly charges, Fixed Fees
5
CEDARSTONE ADVISORS
3125 Old Conejo Road, Unit 7
Thousand Oaks, CA, 91320
$126,846,6301804
A Percentage of AUM, Hourly charges
6
HOFER & ASSOCIATES WEALTH MANAGEMENT
90 E Thousand Oaks Blvd., Suite 310
Thousand Oaks, CA, 91360
$119,167,5382883
A Percentage of AUM, Hourly charges, Fixed Fees
7
PACIFIC FINANCIAL STRATEGIES, INC
223 E. Thousand Oaks Blvd., Suite 403,
Thousand Oaks, CA, 91360
$117,988,4038175
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
$107,175,736376
A Percentage of AUM, Fixed Fees, Other (CONSULTING)
9
LONGEVITY CAPITAL MANAGEMENT
515 Marin Street, Suite 418
Thousand Oaks, CA, 91360
$004
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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