Peter Girolamo
Retirement Wealth Center · Thousand Oaks, California
Peter Girolamo is a fee-only financial advisor at Retirement Wealth Center in Thousand Oaks, California. Peter charges a percentage of assets and focuses on retirement planning, estate & legacy planning and small business owners.
Request an introduction to Peter →
Specialties
Facts
| Firm | Retirement Wealth Center |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model | Percentage of assets |
| Assets under management | $41.8M across 121 accounts |
| SEC registration | Investment adviser representative in CA, NV · CRD 4912739 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.retirementwealthcenter.com |
How Peter's firm compares
- Retirement Wealth Center's average account is about $345,000, from its Form ADV (assets managed divided by 121 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
Is Peter Girolamo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Retirement Wealth Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter charges a percentage of assets.
Where is Peter Girolamo based?
Peter Girolamo is based in Thousand Oaks, California.
What does Peter specialize in?
Peter's specialties include retirement planning, estate & legacy planning and small business owners.
Is Peter Girolamo registered with the SEC?
Yes. Peter Girolamo is registered as an investment adviser representative in CA and NV (CRD 4912739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Wealth Center manage?
Retirement Wealth Center reports $41.8M across 121 accounts in assets under management.
How do I contact Peter Girolamo?
Through Peter's website, www.retirementwealthcenter.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Thousand Oaks
Other advisors in California who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Retirement Wealth Center website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.