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Find Retirement Advisors for Retirement Planning in Walnut Creek, 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 Walnut Creek, California
Last Updated - April 18, 2024Walnut Creek has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 30 non-vetted advisors in your local area. These retirement advisors in Walnut Creek, California have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Walnut Creek, California
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDPaul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$25,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDShad Roundy
Merrill Lynch
Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
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
Address
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Walnut Creek, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SIERRA INVESTMENT PARTNERS, INC. 101 Ygnacio Vally Road, Suite 300 Walnut Creek, CA, 94596-4061 | $4,162,472,151 | 112 | 8 | A Percentage of AUM |
| 2 | DESTINATION WEALTH MANAGEMENT 1255 Treat Boulevard, Suite 900 Walnut Creek, CA, 94597 | $3,211,516,711 | 5463 | 51 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ADVISOR PARTNERS 2185 North California Blvd, Suite 290 Walnut Creek, CA, 94596 | $1,942,593,918 | 1111 | 9 | A Percentage of AUM |
| 4 | GEMMER ASSET MANAGEMENT LLC 1655 North Main St, Suite 360 Walnut Creek, CA, 94596 | $1,448,827,138 | 3206 | 12 | A Percentage of AUM |
| 5 | INSIGNIA CAPITAL GROUP, L.P. 1333 N. California Blvd., Suite 520 Walnut Creek, CA, 94596 | $1,301,822,298 | 4 | 13 | A Percentage of AUM, Performance Based |
| 6 | THOMAS DOLL 165 Lennon Lane, Suite 200 Walnut Creek, CA, 94598 | $1,252,444,107 | 2534 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | HAHN CAPITAL MANAGEMENT, LLC 1990 N California Blvd, Ste 600 Walnut Creek, CA, 94596 | $968,000,000 | 95 | 6 | A Percentage of AUM |
| 8 | BURTON ENRIGHT WELCH 1850 Mt. Diablo Boulevard, Suite 335 Walnut Creek, CA, 94596 | $922,643,880 | 1668 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | GARRISON POINT CAPITAL, LLC 2033 N Main Street, Suite 1050 Walnut Creek, CA, 94596 | $853,936,991 | 38 | 7 | A Percentage of AUM, Performance Based |
| 10 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. Two Walnut Creek Center, 200 Pringle Avenue, Suite 555 Walnut Creek, CA, 94596 | $654,449,283 | 1833 | 17 | A Percentage of AUM |
| 11 | SBJ CAPITAL 2001 North Main Street, Suite 650 Walnut Creek, CA, 94596 | $576,677,554 | 15 | 13 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | J.P. KING ADVISORS, INC. 1600 South Main Street, Suite 275 Walnut Creek, CA, 94596-8810 | $575,900,000 | 1310 | 7 | A Percentage of AUM, Fixed Fees |
| 13 | CASTLE ROCK WEALTH MANAGEMENT, LLC 1777 Botelho Dr., Suite 105 Walnut Creek, CA, 94596 | $418,941,853 | 1708 | 9 | A Percentage of AUM |
| 14 | BOLTWOOD CAPITAL MANAGEMENT 100 Pringle Avenue, Suite 770 Walnut Creek, CA, 94596 | $319,298,210 | 389 | 2 | A Percentage of AUM, Fixed Fees |
| 15 | CEDAR WEALTH MANAGEMENT 1990 North California Blvd, 8th Floor, Walnut Creek, CA, 94596 | $314,320,378 | 101 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Walnut Creek, California
QualificationsFirm CRD# 110954
Assets Under Management $4,162,472,151
No. Of Clients112
Clients Per Financial Advisor14
SIERRA INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 8 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 Business
QualificationsFirm CRD# 110365
Assets Under Management $3,211,516,711
No. Of Clients5463
Clients Per Financial Advisor107
DESTINATION WEALTH MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5463 clients. The team consists of 51 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
QualificationsFirm CRD# 321633
Assets Under Management $1,942,593,918
No. Of Clients1111
Clients Per Financial Advisor123
ADVISOR PARTNERS is a financial advisory firm situated in Walnut Creek, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1111 clients. The team consists of 9 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
- Portfolio Management for Business
QualificationsFirm CRD# 109034
Assets Under Management $1,448,827,138
No. Of Clients3206
Clients Per Financial Advisor267
GEMMER ASSET MANAGEMENT LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3206 clients. The team consists of 12 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
QualificationsFirm CRD# 169772
Assets Under Management $1,301,822,298
No. Of Clients4
Clients Per Financial Advisor0
INSIGNIA CAPITAL GROUP, L.P. is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108052
Assets Under Management $1,252,444,107
No. Of Clients2534
Clients Per Financial Advisor195
THOMAS DOLL is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2534 clients. The team consists of 13 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 108911
Assets Under Management $968,000,000
No. Of Clients95
Clients Per Financial Advisor16
HAHN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 6 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 118376
Assets Under Management $922,643,880
No. Of Clients1668
Clients Per Financial Advisor98
BURTON ENRIGHT WELCH is a financial advisory firm situated in Walnut Creek, California. With a nearly $923M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1668 clients. The team consists of 17 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
QualificationsFirm CRD# 165590
Assets Under Management $853,936,991
No. Of Clients38
Clients Per Financial Advisor5
GARRISON POINT CAPITAL, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107326
Assets Under Management $654,449,283
No. Of Clients1833
Clients Per Financial Advisor108
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $654M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1833 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 293841
Assets Under Management $576,677,554
No. Of Clients15
Clients Per Financial Advisor1
SBJ CAPITAL is a financial advisory firm situated in Walnut Creek, California. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 112109
Assets Under Management $575,900,000
No. Of Clients1310
Clients Per Financial Advisor187
J.P. KING ADVISORS, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $576M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1310 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 199513
Assets Under Management $418,941,853
No. Of Clients1708
Clients Per Financial Advisor190
CASTLE ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1708 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110293
Assets Under Management $319,298,210
No. Of Clients389
Clients Per Financial Advisor195
BOLTWOOD CAPITAL MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 389 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 167149
Assets Under Management $314,320,378
No. Of Clients101
Clients Per Financial Advisor25
CEDAR WEALTH MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 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
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