Fee-OnlyFinder

Retirement plan consulting in Santa Barbara, CA

13 advisers in Santa Barbara offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 13

Alamar Capital Management, LLC200 E Carrillo, Suite 304 · Santa Barbara, CA 93101 · (805) 897-1144 · % of assets managedCRD 154413 · % of assets · $260.3 million AUMSEC registeredNo commissions reportedArlington Financial Advisors, LLC100 E. De La Guerra St · Santa Barbara, CA 93101 · (805) 699-7300 · Financial planningCRD 283288 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedBourke Wealth Management222 East Canon Perdido Street,, Suite 305 · Santa Barbara, CA 93101 · (805) 966-2122 · Financial planningCRD 297957 · % of assets, Hourly charges, Fixed fees · $141.4 million AUMSEC registeredNo commissions reportedCastle Wealth Planning1105 Chapala St., Ste. 4 · Santa Barbara, CA 93101 · (805) 962-5630 · Financial planningCRD 141601 · % of assets, Hourly charges, Fixed fees · $236.4 million AUMSEC registeredNo commissions reportedChannel Wealth, LLC3760 State Street, Suite 201 · Santa Barbara, CA 93105 · (805) 898-0893 · Financial planningCRD 323461 · % of assets, Hourly charges, Fixed fees · $850.9 million AUMSEC registeredNo commissions reportedCurtis Advisory Group, LLC735 State Street, Suite 214 · Santa Barbara, CA 93101 · (805) 963-6181 · Financial planningCRD 151695 · % of assets, Hourly charges, Fixed fees · $573.7 million AUMSEC registeredNo commissions reportedForonjy Financial401 Chapala Street, Suite 105 · Santa Barbara, CA 93101 · (805) 543-1033 · Financial planningCRD 332380 · % of assets, Hourly charges, Fixed fees · $278.0 million AUMSEC registeredNo commissions reportedLaguna Capital Management, INC.1225 Coast Village Road, Suite G · Santa Barbara, CA 93108 · (805) 969-9935 · Financial planningCRD 269869 · % of assets, Hourly charges, Fixed fees · $97.5 million AUMState registeredNo commissions reportedMission Wealth Management, LP1111 Chapala Street, 3rd Floor · Santa Barbara, CA 93101 · (805) 882-2360 · Financial planningCRD 113057 · % of assets, Hourly charges, Fixed fees · $17.0 billion AUMSEC registeredNo commissions reportedMonarch Wealth Strategies222 East Carillo Street, Suite 208 · Santa Barbara, CA 93101 · (805) 564-0800 · Financial planningCRD 136029 · % of assets, Hourly charges · $463.5 million AUMSEC registeredNo commissions reported
Pacific Wealth Strategies Group, INC.4141 State Street, Suite B11 · Santa Barbara, CA 93110 · (805) 966-7775 · Financial planningCRD 144789 · % of assets, Hourly charges, Fixed fees · $253.2 million AUMSEC registeredNo commissions reportedPresidio Financial Advisors LLC105 E De La Guerra Street, Suite 10 · Santa Barbara, CA 93101 · (805) 869-6428 · Hourly feesCRD 313150 · % of assets, Hourly charges · $4.7 million AUMState registeredNo commissions reportedThryve Wealth Management523 Chapala Street, Suite 2 · Santa Barbara, CA 93101 · (805) 451-2909 · Financial planningCRD 335920 · % of assets · $304.0 million AUMSEC registeredNo commissions reported