R
Retirement Planners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$290,000
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$145,000
About
Retirement Planners works with individual and small-business clients to provide financial planning and advisory services focused on retirement planning, insurance (life and disability), annuities, and general portfolio recommendations. The firm delivers written analyses and recommendations and bills planning work on an hourly basis rather than using a percentage-of-assets fee model.
The firm operates on a non‑discretionary basis: it reviews client information, issues generic recommendations in a written report, and leaves implementation to clients and their chosen brokerage, bank, or insurance carrier. Retirement Planners does not take custody of client assets or execute trades for clients and offers an affiliated custodial platform option as one implementation choice.
Noteworthy for a firm of this size, the owner also maintains active licenses and business activity as a real estate broker/agent and as an insurance/annuity producer and receives commissions from those activities, which the brochure discloses as potential conflicts of interest. The practice is a very small solo operation with only a handful of clients and modest assets under advisement, and it does not provide discretionary portfolio management — a service many peers in the independent-advisor category commonly offer.
Client services
Financial planning
Expertise
Annuities
Life insurance needs analysis
Disability insurance
Occupation focus
Founder/Business Owner
Fee options
Commissions from insurance, annuities, real estate, and related products
$100 per hour for financial planning services
Fee-only: $100 per hour based on complexity of financial plan
Main office location
Retirement Planners
8939 S Sepulveda Blvd, Ste. 110 Dept. 298
Los Angeles CA 90045, United States
Number of offices
1
Most active in
Retirement Planners has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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