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Retirement Planners

Financial planning in El Segundo, CA

State registeredNo commissions reported

Call (424) 571-2532Send a messageMap ↗

Public-record details

Address
840 Apollo St, Ste. 100, El Segundo, CA 90245
Phone
(424) 571-2532
Listed under
Financial planning, Hourly fees
Legal name
Williams, Vincent Raynard
CRD number
134656
Registration
State registered: CA
Compensation (Form ADV 5.E)
Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning
Regulatory assets under management
$290,000
Accounts managed
2
Clients reported (Form ADV 5.D)
2
Individual / high-net-worth clients
2 / 0
Employees
1
Other business activities (Form ADV 6.A)
Also active as: real estate broker/agent, insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-13

State registered (CA) investment adviser, CRD 134656, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in El Segundo

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All 20 in El Segundo →