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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 - May 15, 2025Thousand 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
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDX 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
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 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDJarret 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Thousand Oaks, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3013 Willow Lane, Thousand Oaks, CA, 91361 | $648,145,238 | 1981 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 515 Marin Street, Suite 406 Thousand Oaks, CA, 91360 | $470,750,000 | 1050 | 6 | A percentage of AUM, Fixed fees |
| 3 | 100 E. Thousand Oaks Blvd., #258 Thousand Oaks, CA, 91360 | $248,238,257 | 608 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 141 Duesenberg Drive, Suite 15a Thousand Oaks, CA, 91362 | $179,526,037 | 323 | 4 | A percentage of AUM, Performance Based |
| 5 | 90 E Thousand Oaks Blvd., Suite 310 Thousand Oaks, CA, 91360 | $174,810,075 | 749 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 25 W Rolling Oaks Drive, Suite 111 Thousand Oaks, CA, 91361 | $168,412,260 | 190 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3125 Old Conejo Road, Unit 7 Thousand Oaks, CA, 91320 | $150,534,821 | 184 | 3 | A percentage of AUM, Hourly charges |
| 8 | 223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360 | $138,021,035 | 707 | 5 | A percentage of AUM, Other (HOURLY/FIXED FEES FOR FINANCIAL PLANNING) |
| 9 | 515 Marin Street, Suite 418 Thousand Oaks, CA, 91360 | $119,345,664 | 146 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 463 Pennsfield Place,, Suite 201 Thousand Oaks, CA, 91360 | $107,308,835 | 44 | 6 | 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
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
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
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
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
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
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
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
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)
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)
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