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Find Retirement Advisors for Retirement Planning in Westlake Village, 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 Westlake Village, California
Last Updated - May 8, 2025Westlake Village has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These retirement advisors in Westlake Village, California have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Westlake Village, California
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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, Flat Fee, Based on Assets
VERIFIEDAlano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
$250,000
Advisory Services:
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
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
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
VERIFIEDAndrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDMichael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
Advisory Services:
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Not Specified
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 15 Retirement Planning firms in Westlake Village, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3043 Townsgate Road, Westlake Village, CA, 91361-3027 | $13,113,887,000 | 1 | 81 | A percentage of AUM, Performance Based |
| 2 | 3075 Townsgate Road, Suite 350 Westlake Village, CA, 91361 | $6,142,732,131 | 7115 | 60 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| 3 | 3075 Townsgate Road, Suite 210 Westlake Village, CA, 91361 | $1,701,555,172 | 6 | 22 | A percentage of AUM, Performance Based |
| 4 | 2815 Townsgate Road, Suite 100 Westlake Village, CA, 91361 | $854,587,885 | 2304 | 19 | A percentage of AUM, Hourly charges, Commission Based, Performance Based |
| 5 | 4195 East Thousand Oaks Blvd., Suite 250 Westlake Village, CA, 91362 | $771,265,644 | 1079 | 7 | A percentage of AUM |
| 6 | 30699 Russell Ranch Road, Suite 185 Westlake Village, CA, 91362 | $669,933,514 | 499 | 3 | A percentage of AUM, Fixed fees |
| 7 | 31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361 | $608,366,297 | 2604 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 2945 Townsgate Road, Suite 200 Westlake Village, CA, 91361 | $460,880,549 | 120 | 4 | A percentage of AUM |
| 9 | 100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362 | $451,712,421 | 794 | 12 | A percentage of AUM |
| 10 | 2535 Townsgate Road, Suite 300 Westlake Village, CA, 91361 | $383,244,730 | 741 | 4 | A percentage of AUM |
| 11 | 3625 E. Thousand Oaks Blvd., Suite 145 Westlake Village, CA, 91362 | $341,481,024 | 654 | 7 | A percentage of AUM, Hourly charges |
| 12 | 2475 Townsgate Road, Suite 210 Westlake Village, CA, 91361 | $291,577,855 | 173 | 8 | A percentage of AUM, Hourly charges |
| 13 | 340 N Westlake Blvd, Ste 112 Westlake Village, CA, 91362 | $248,283,334 | 402 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 32107 Lindero Canyon Rd., Suite 133 Westlake Village, CA, 91361 | $240,549,000 | 1215 | 2 | A percentage of AUM |
| 15 | 2625 Townsgate Road, Suite 330 Westlake Village, CA, 91361 | $237,547,719 | 703 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Westlake Village, California
QualificationsFirm CRD# 147101
Assets Under Management $13,113,887,000
No. Of Clients1
Clients Per Financial Advisor0
PNMAC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 81 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
QualificationsFirm CRD# 114861
Assets Under Management $6,142,732,131
No. Of Clients7115
Clients Per Financial Advisor119
ONE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7115 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Other (ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV)
QualificationsFirm CRD# 296087
Assets Under Management $1,701,555,172
No. Of Clients6
Clients Per Financial Advisor0
WHITMAN/PETERSON, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 22 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
QualificationsFirm CRD# 106071
Assets Under Management $854,587,885
No. Of Clients2304
Clients Per Financial Advisor121
MANCHESTER FINANCIAL INC is a financial advisory firm situated in Westlake Village, California. With a nearly $855M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2304 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
- Hourly charges
- Commission Based
- Performance Based
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 (CONSULTING SERVICES)
QualificationsFirm CRD# 331100
Assets Under Management $771,265,644
No. Of Clients1079
Clients Per Financial Advisor154
ALTERI WEALTH is a financial advisory firm situated in Westlake Village, California. With a nearly $771M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1079 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
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# 142618
Assets Under Management $669,933,514
No. Of Clients499
Clients Per Financial Advisor166
THE WEALTH COLLABORATIVE, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $670M assets under management, the firm specializes in crafting personalized retirement planning solutions for 499 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
- Selection for other advisors
QualificationsFirm CRD# 18835
Assets Under Management $608,366,297
No. Of Clients2604
Clients Per Financial Advisor104
ALLIANCE ADVISORY & SECURITIES, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $608M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2604 clients. The team consists of 25 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 284787
Assets Under Management $460,880,549
No. Of Clients120
Clients Per Financial Advisor30
CRUDEN BAY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $461M assets under management, the firm specializes in crafting personalized retirement planning solutions for 120 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 businesses or institutional clients
- Other (ADVISORY CONSULTING SERVICES)
QualificationsFirm CRD# 122309
Assets Under Management $451,712,421
No. Of Clients794
Clients Per Financial Advisor66
FMB WEALTH MANAGEMENT is a financial advisory firm situated in Westlake Village, California. With a nearly $452M assets under management, the firm specializes in crafting personalized retirement planning solutions for 794 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 and/or small businesses
QualificationsFirm CRD# 287856
Assets Under Management $383,244,730
No. Of Clients741
Clients Per Financial Advisor185
OAK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 741 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 businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 166303
Assets Under Management $341,481,024
No. Of Clients654
Clients Per Financial Advisor93
ZEPHYR WEALTH MANAGEMENT is a financial advisory firm situated in Westlake Village, California. With a nearly $341M assets under management, the firm specializes in crafting personalized retirement planning solutions for 654 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 301329
Assets Under Management $291,577,855
No. Of Clients173
Clients Per Financial Advisor22
SHERWOOD FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 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
- Hourly charges
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
- Other (BASIC TAX PLANNING)
QualificationsFirm CRD# 110600
Assets Under Management $248,283,334
No. Of Clients402
Clients Per Financial Advisor80
NBS FINANCIAL SERVICES, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 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
- Selection for other advisors
QualificationsFirm CRD# 288224
Assets Under Management $240,549,000
No. Of Clients1215
Clients Per Financial Advisor608
CALABASAS ADVISORY GROUP, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1215 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 324173
Assets Under Management $237,547,719
No. Of Clients703
Clients Per Financial Advisor234
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 703 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
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