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Find Retirement Advisors for Retirement Planning in Torrance, 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 Torrance, California

Last Updated - March 21, 2024

Torrance has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Torrance, California have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Torrance, California

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Matthew Pixa
My Portfolio Guide

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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Daniel Scott Johnson
CRPC®
Windfall Advisors

Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

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.

Compensation/Fee

Fee-Only, Based on Assets

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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

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Dhillon Taylor
CFP®
Secura Financial Planning & Wealth Management

Qualifications
CRD# 6475318
Firm CRD# 137324
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, Commissions, 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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Simon Reeves
Pasadena Private Wealth

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

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

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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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Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

Minimum Assets Required
$250,000

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.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Top 8 Retirement Planning firms in Torrance, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EP WEALTH ADVISORS
21535 Hawthorne Blvd, Suite 400
Torrance, CA, 90503
$17,057,000,00032050375
A Percentage of AUM, Hourly charges, Fixed Fees
2
BANYAN TREE ASSET MANAGEMENT, LLC
21250 Hawthorne Blvd, Suite 550
Torrance, CA, 90503-5517
$1,038,584,076855
A Percentage of AUM, Other (PERCENTAGE OF PAR/FACE AMOUNT)
3
ALBITZ/MILOE AND ASSOCIATES, INC.
23133 Hawthorne Blvd., Ste 305,
Torrance, CA, 90505
$534,717,39211725
A Percentage of AUM, Hourly charges, Fixed Fees
4
CATALINA CAPITAL GROUP, LLC
2601 Airport Drive, Suite 375
Torrance, CA, 90505
$394,637,0965415
A Percentage of AUM, Fixed Fees
5
O'BRIEN INVESTMENT MANAGEMENT, LLC
24594 Hawthorne Blvd.,
Torrance, CA, 90505
$154,105,6312063
A Percentage of AUM
6
TAYLOR WEALTH MANAGEMENT, LLC
3655 Torrance Blvd., Suite 347
Torrance, CA, 90503
$115,454,5351921
Hourly charges, Fixed Fees
7
SOUTH BAY FINANCIAL PARTNERS
21515 Hawthorne Blvd, Suite 200
Torrance, CA, 90503
$113,309,4581777
A Percentage of AUM, Hourly charges, Fixed Fees
8
TORTUGA WEALTH MANAGEMENT
1957 Carson Street, Suite 100
Torrance, CA, 90501
$101,314,3934874
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Torrance, California

QualificationsFirm CRD# 111147

Assets Under Management $17,057,000,000

No. Of Clients32050

Clients Per Financial Advisor85

EP WEALTH ADVISORS is a financial advisory firm situated in Torrance, California. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32050 clients. The team consists of 375 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
View Full Profile

QualificationsFirm CRD# 168384

Assets Under Management $1,038,584,076

No. Of Clients85

Clients Per Financial Advisor17

BANYAN TREE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 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 (PERCENTAGE OF PAR/FACE AMOUNT)

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 104777

Assets Under Management $534,717,392

No. Of Clients1172

Clients Per Financial Advisor234

ALBITZ/MILOE AND ASSOCIATES, INC. is a financial advisory firm situated in Torrance, California. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1172 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

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 172556

Assets Under Management $394,637,096

No. Of Clients541

Clients Per Financial Advisor108

CATALINA CAPITAL GROUP, LLC is a financial advisory firm situated in Torrance, California. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 284057

Assets Under Management $154,105,631

No. Of Clients206

Clients Per Financial Advisor69

O'BRIEN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 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

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 132955

Assets Under Management $115,454,535

No. Of Clients192

Clients Per Financial Advisor192

TAYLOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 175015

Assets Under Management $113,309,458

No. Of Clients177

Clients Per Financial Advisor25

SOUTH BAY FINANCIAL PARTNERS is a financial advisory firm situated in Torrance, California. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 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
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 153737

Assets Under Management $101,314,393

No. Of Clients487

Clients Per Financial Advisor122

TORTUGA WEALTH MANAGEMENT is a financial advisory firm situated in Torrance, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 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
  • Selection of Other Advisors
View Full Profile

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