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

Last Updated - May 23, 2024

Ventura has 6 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 Ventura, California have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Ventura, California

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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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Bryan Foronjy
CFP®
Foronjy Financial

Qualifications
CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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

Fee-Based

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Andrew Selu
Edelman Financial Engines, LLC

Qualifications
CRD# 6281487
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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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

Top 3 Retirement Planning firms in Ventura, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
INTEGRITY WEALTH ADVISORS, LLC
196 S. Fir St., Suite 140
Ventura, CA, 93001
$307,036,398154015
A Percentage of AUM, Hourly charges, Fixed Fees
2
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
121 N. Fir Street, Suite D,
Ventura, CA, 93001
$93,949,5472542
A Percentage of AUM, Hourly charges
3
PLATO'S PHILOSOPHY, LLC
8164 Platinum Street,
Ventura, CA, 93004
$38,070,00016
Fixed Fees, Other (FIXED BASIS POINTS OF OVERALL EXPENSE RATIO)

Information on Top Retirement Planning firms in Ventura, California

QualificationsFirm CRD# 281708

Assets Under Management $307,036,398

No. Of Clients1540

Clients Per Financial Advisor103

INTEGRITY WEALTH ADVISORS, LLC is a financial advisory firm situated in Ventura, California. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1540 clients. The team consists of 15 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134563

Assets Under Management $93,949,547

No. Of Clients254

Clients Per Financial Advisor127

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. is a financial advisory firm situated in Ventura, California. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 254 clients. The team consists of 2 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 319564

Assets Under Management $38,070,000

No. Of Clients1

Clients Per Financial Advisor0

PLATO'S PHILOSOPHY, LLC is a financial advisory firm situated in Ventura, California. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees
  • Other (FIXED BASIS POINTS OF OVERALL EXPENSE RATIO)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Investment
  • Educational Seminars/ Workshops
View Full Profile

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