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Find Retirement Advisors for Retirement Planning in West Hollywood, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 West Hollywood, California

Last Updated - June 6, 2026

West Hollywood has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in West Hollywood, California have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in West Hollywood, California

Top 5 Retirement Planning firms in West Hollywood, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	9200 Sunset Boulevard, Suite 430 West Hollywood, CA, 90069	$1,653,220,784	18	19	A percentage of AUM, Performance Based
2	8560 West Sunset Boulevard, Suite 700 West Hollywood, CA, 90069	$934,948,517	37	8	A percentage of AUM, Performance Based
3	9200 W Sunset Blvd, Suite 817 West Hollywood, CA, 90069	$577,827,813	435	5	A percentage of AUM, Fixed fees, Performance Based
4	9229 Sunset Boulevard, Suite 425 West Hollywood, CA, 90069	$573,230,881	128	4	A percentage of AUM
5	8605 Santa Monica Blvd, Pmb 65044 West Hollywood, CA, 90069	$0	0	13	Fixed fees

Information on Top Retirement Planning firms in West Hollywood, California

SMASH VENTURES MANAGEMENT COMPANY LP

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QualificationsFirm CRD# 299799

Assets Under Management $1,653,220,784

No. Of Clients18

Clients Per Financial Advisor1

SMASH VENTURES MANAGEMENT COMPANY LP is a financial advisory firm situated in West Hollywood, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 19 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 vehicles

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BRACKET CAPITAL

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QualificationsFirm CRD# 291692

Assets Under Management $934,948,517

No. Of Clients37

Clients Per Financial Advisor5

BRACKET CAPITAL is a financial advisory firm situated in West Hollywood, California. With a nearly $935M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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AUDENT GLOBAL ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 308166

Assets Under Management $577,827,813

No. Of Clients435

Clients Per Financial Advisor87

AUDENT GLOBAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Hollywood, California. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 435 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
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

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AR ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 110342

Assets Under Management $573,230,881

No. Of Clients128

Clients Per Financial Advisor32

AR ASSET MANAGEMENT, INC. is a financial advisory firm situated in West Hollywood, California. With a nearly $573M assets under management, the firm specializes in crafting personalized retirement planning solutions for 128 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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NORTHSTAR INVESTMENT ADVISORY LLC

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QualificationsFirm CRD# 315965

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

NORTHSTAR INVESTMENT ADVISORY LLC is a financial advisory firm situated in West Hollywood, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Financial planning services
Education seminars/workshops

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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