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 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.
Westlake Village has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Westlake Village, California have an average of 16 years of experience.
Alano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
Not Specified
Financial Advice & Consulting.
Fee-Based
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
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
Daniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Fee-Only, Based on Assets
Roy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only, Based on Assets
Nathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Fee-Only, Hourly, Based on Assets
Christian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PNMAC CAPITAL MANAGEMENT, LLC 3043 Townsgate Road, Westlake Village, CA, 91361-3027 | $13,921,564,000 | 1 | 68 | A Percentage of AUM, Performance Based |
2 | ONE CAPITAL MANAGEMENT, LLC 3075 Townsgate Road, Suite 350 Westlake Village, CA, 91361 | $4,940,959,715 | 8586 | 56 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
3 | WHITMAN/PETERSON, LLC 3075 Townsgate Road, Suite 210 Westlake Village, CA, 91361 | $1,720,491,684 | 6 | 21 | A Percentage of AUM, Performance Based |
4 | MANCHESTER FINANCIAL INC 2815 Townsgate Road, Suite 100 Westlake Village, CA, 91361 | $798,052,132 | 2320 | 18 | A Percentage of AUM, Hourly charges, Performance Based |
5 | THE WEALTH COLLABORATIVE, INC. 30699 Russell Ranch Road, Suite 185 Westlake Village, CA, 91362 | $593,264,631 | 499 | 3 | A Percentage of AUM, Fixed Fees |
6 | ALLIANCE ADVISORY & SECURITIES, LLC 31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361 | $454,406,861 | 2010 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | CRUDEN BAY INVESTMENT MANAGEMENT, LLC 2945 Townsgate Road, Suite 200 Westlake Village, CA, 91361 | $440,739,762 | 483 | 4 | A Percentage of AUM |
8 | FMB WEALTH MANAGEMENT 100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362 | $404,514,362 | 743 | 8 | A Percentage of AUM |
9 | OAK ASSET MANAGEMENT, LLC 2535 Townsgate Road, Suite 300 Westlake Village, CA, 91361 | $312,225,538 | 683 | 4 | A Percentage of AUM |
10 | ZEPHYR WEALTH MANAGEMENT 3625 E. Thousand Oaks Blvd., Suite 145 Westlake Village, CA, 91362 | $294,408,116 | 639 | 7 | A Percentage of AUM, Hourly charges |
11 | NBS FINANCIAL SERVICES, INC. 340 N Westlake Blvd, Ste 112 Westlake Village, CA, 91362 | $225,358,037 | 411 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC 30700 Russell Ranch Road, Suite 250 Westlake Village, CA, 91362 | $196,778,103 | 635 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | CALABASAS ADVISORY GROUP, LLC 32107 Lindero Canyon Rd., Suite 133 Westlake Village, CA, 91361 | $185,393,000 | 1209 | 2 | A Percentage of AUM |
14 | WINTERS FINANCIAL GROUP, INC. 2659 Townsgate Rd., #213 Westlake Village, CA, 91361 | $168,167,818 | 500 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
15 | FISCHER INVESTMENT STRATEGIES, LLC 920 Hampshire Road, Suite A-2 Westlake Village, CA, 91361-6039 | $154,750,441 | 834 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 147101
Assets Under Management $13,921,564,000
No. Of Clients1
Clients Per Financial Advisor0
PNMAC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114861
Assets Under Management $4,940,959,715
No. Of Clients8586
Clients Per Financial Advisor153
ONE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8586 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 296087
Assets Under Management $1,720,491,684
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 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106071
Assets Under Management $798,052,132
No. Of Clients2320
Clients Per Financial Advisor129
MANCHESTER FINANCIAL INC is a financial advisory firm situated in Westlake Village, California. With a nearly $798M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2320 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142618
Assets Under Management $593,264,631
No. Of Clients499
Clients Per Financial Advisor166
THE WEALTH COLLABORATIVE, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $593M 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.
QualificationsFirm CRD# 18835
Assets Under Management $454,406,861
No. Of Clients2010
Clients Per Financial Advisor80
ALLIANCE ADVISORY & SECURITIES, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2010 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284787
Assets Under Management $440,739,762
No. Of Clients483
Clients Per Financial Advisor121
CRUDEN BAY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122309
Assets Under Management $404,514,362
No. Of Clients743
Clients Per Financial Advisor93
FMB WEALTH MANAGEMENT is a financial advisory firm situated in Westlake Village, California. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 287856
Assets Under Management $312,225,538
No. Of Clients683
Clients Per Financial Advisor171
OAK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 683 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166303
Assets Under Management $294,408,116
No. Of Clients639
Clients Per Financial Advisor91
ZEPHYR WEALTH MANAGEMENT is a financial advisory firm situated in Westlake Village, California. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110600
Assets Under Management $225,358,037
No. Of Clients411
Clients Per Financial Advisor82
NBS FINANCIAL SERVICES, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 411 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324173
Assets Under Management $196,778,103
No. Of Clients635
Clients Per Financial Advisor212
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 635 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288224
Assets Under Management $185,393,000
No. Of Clients1209
Clients Per Financial Advisor605
CALABASAS ADVISORY GROUP, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1209 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309549
Assets Under Management $168,167,818
No. Of Clients500
Clients Per Financial Advisor167
WINTERS FINANCIAL GROUP, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 500 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156883
Assets Under Management $154,750,441
No. Of Clients834
Clients Per Financial Advisor209
FISCHER INVESTMENT STRATEGIES, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 834 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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