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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 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 Torrance, California

Last Updated - April 25, 2025

Torrance 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 Torrance, California have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Torrance, California

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
vector.svg VERIFIED

Matthew Pixa
CFP®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

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 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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advisor
vector.svg VERIFIED

Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66

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, Insurance Products & Annuities

Compensation/Fee

Not Specified

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
vector.svg VERIFIED

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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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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advisor
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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
vector.svg VERIFIED

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

21535 Hawthorne Blvd, Suite 400
Torrance, CA, 90503
$22,321,000,00013185392
A percentage of AUM, Hourly charges, Fixed fees
2

21250 Hawthorne Blvd, Suite 550
Torrance, CA, 90503-5517
$1,059,168,309945
A percentage of AUM, Other (PERCENTAGE OF PAR/FACE AMOUNT)
3

2601 Airport Drive, Suite 375
Torrance, CA, 90505
$766,877,9577403
A percentage of AUM, Fixed fees
4

23133 Hawthorne Blvd., Ste 305,
Torrance, CA, 90505
$605,514,62512125
A percentage of AUM, Hourly charges, Fixed fees
5

24594 Hawthorne Blvd.,
Torrance, CA, 90505
$192,679,7902503
A percentage of AUM
6

1957 Carson Street, Suite 100
Torrance, CA, 90501
$156,006,7045074
A percentage of AUM, Hourly charges, Fixed fees
7

3655 Torrance Blvd., Suite 347
Torrance, CA, 90503
$150,735,2902181
Hourly charges, Fixed fees
8

3625 Del Amo Blvd, Suite 190
Torrance, CA, 90503
$127,745,3223205
A percentage of AUM, Hourly charges, Fixed fees
9

21515 Hawthorne Blvd, Suite 200
Torrance, CA, 90503
$111,647,4701557
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Torrance, California

QualificationsFirm CRD# 111147

Assets Under Management $22,321,000,000

No. Of Clients13185

Clients Per Financial Advisor34

EP WEALTH ADVISORS is a financial advisory firm situated in Torrance, California. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13185 clients. The team consists of 392 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
  • Selection for other advisors
  • Education seminars/workshops
  • Other (RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES)
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QualificationsFirm CRD# 168384

Assets Under Management $1,059,168,309

No. Of Clients94

Clients Per Financial Advisor19

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 94 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 and/or small businesses
View Full Profile

QualificationsFirm CRD# 172556

Assets Under Management $766,877,957

No. Of Clients740

Clients Per Financial Advisor247

CATALINA CAPITAL GROUP, LLC is a financial advisory firm situated in Torrance, California. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 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
  • 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
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 104777

Assets Under Management $605,514,625

No. Of Clients1212

Clients Per Financial Advisor242

ALBITZ/MILOE AND ASSOCIATES, INC. is a financial advisory firm situated in Torrance, California. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1212 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 and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 284057

Assets Under Management $192,679,790

No. Of Clients250

Clients Per Financial Advisor83

O'BRIEN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 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 and/or small businesses
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QualificationsFirm CRD# 153737

Assets Under Management $156,006,704

No. Of Clients507

Clients Per Financial Advisor127

TORTUGA WEALTH MANAGEMENT is a financial advisory firm situated in Torrance, California. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 507 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
  • Selection for other advisors
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QualificationsFirm CRD# 132955

Assets Under Management $150,735,290

No. Of Clients218

Clients Per Financial Advisor218

TAYLOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Torrance, California. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 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 services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 284697

Assets Under Management $127,745,322

No. Of Clients320

Clients Per Financial Advisor64

ADVANCED PORTFOLIO STRATEGIES is a financial advisory firm situated in Torrance, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 320 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 175015

Assets Under Management $111,647,470

No. Of Clients155

Clients Per Financial Advisor22

SOUTH BAY FINANCIAL PARTNERS is a financial advisory firm situated in Torrance, California. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 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
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TAX PLANNING AND PREPPING)
View Full Profile

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