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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 - May 24, 2025Torrance has 12 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Torrance, California
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMatthew 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
VERIFIEDGuillermo 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
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
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
Compensation/Fee
Fee-Based, 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
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
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
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
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Top 9 Retirement Planning firms in Torrance, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 21535 Hawthorne Blvd, Suite 400 Torrance, CA, 90503 | $22,321,000,000 | 13185 | 392 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 21250 Hawthorne Blvd, Suite 550 Torrance, CA, 90503-5517 | $1,059,168,309 | 94 | 5 | A percentage of AUM, Other (PERCENTAGE OF PAR/FACE AMOUNT) |
| 3 | 2601 Airport Drive, Suite 375 Torrance, CA, 90505 | $766,877,957 | 740 | 3 | A percentage of AUM, Fixed fees |
| 4 | 23133 Hawthorne Blvd., Ste 305, Torrance, CA, 90505 | $605,514,625 | 1212 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 24594 Hawthorne Blvd., Torrance, CA, 90505 | $192,679,790 | 250 | 3 | A percentage of AUM |
| 6 | 1957 Carson Street, Suite 100 Torrance, CA, 90501 | $156,006,704 | 507 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3655 Torrance Blvd., Suite 347 Torrance, CA, 90503 | $150,735,290 | 218 | 1 | Hourly charges, Fixed fees |
| 8 | 3625 Del Amo Blvd, Suite 190 Torrance, CA, 90503 | $127,745,322 | 320 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 21515 Hawthorne Blvd, Suite 200 Torrance, CA, 90503 | $111,647,470 | 155 | 7 | 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)
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
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
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
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
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
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
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
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)
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