Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Venice has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Venice, California have an average of 22 years of experience.
Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
Not Specified
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
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Guillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
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
Not Specified
X Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Alano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
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
Fee-Based, Based on Assets
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
Fee-Only, Based on Assets
Pure Financial Advisors LLC
Pure Financial Advisors, LLC
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Michael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
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
Fee-Only, Based on Assets
Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1639b Electric Avenue, Venice, CA, 90291 | $446,011,284 | 40 | 5 | A percentage of AUM, Performance Based |
2 | 1632 Abbot Kinney Blvd, Venice, CA, 90291 | $388,305,422 | 15 | 5 | A percentage of AUM, Performance Based |
3 | 1729 Abbot Kinney Blvd., Venice, CA, 90291 | $194,642,141 | 13 | 9 | A percentage of AUM, Commission Based, Performance Based |
QualificationsFirm CRD# 328607
Assets Under Management $446,011,284
No. Of Clients40
Clients Per Financial Advisor8
ION PACIFIC, INC. is a financial advisory firm situated in Venice, California. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288647
Assets Under Management $388,305,422
No. Of Clients15
Clients Per Financial Advisor3
RIOT VENTURES MANAGEMENT, LLC is a financial advisory firm situated in Venice, California. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167459
Assets Under Management $194,642,141
No. Of Clients13
Clients Per Financial Advisor1
PLUS CAPITAL is a financial advisory firm situated in Venice, California. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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