Financial advisors for retirement planning in Pasadena, California
Which financial advisor should I talk to about retirement planning in Pasadena?
For retirement planning in Pasadena, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Ryan Miyamoto of Derive Wealth, Michael Bernard of Bernard & Johnson and Kathleen Gilmore of Clifford Swan.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ryan Miyamoto Derive Wealth, Pasadena City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Michael Bernard Bernard & Johnson, Pasadena City Holds the CFP. Fees on file: percentage of assets, hourly.
- Kathleen Gilmore Clifford Swan, Pasadena City Holds the CFP. Fees on file: percentage of assets, hourly.
- Kody Brown Sequoia Financial Group, Pasadena City Holds the CFP. Fees on file: percentage of assets, hourly.
- Patrick Dinan Impact Fiduciary, Pasadena City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Davis Thompson Thompson & Thompson Investment Advisors, Pasadena City Fees on file: percentage of assets.
How many fee-only financial advisors in Pasadena work on retirement planning?
The Wellspent public graph lists 28 fee-only advisors for retirement planning in Pasadena, at 9 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Pasadena charge?
The most common fee among fee-only advisors for retirement planning in Pasadena is a percentage of assets, used by 93% of the 28 with fees on file. Many use more than one: 79% charge by the hour and 75% charge fixed fees.
How much do fee-only financial advisors charge in California?
Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms.
How much does a one-time financial plan cost in California?
A one-time financial plan from a fee-only firm in California has a median price of $2,500. We found this across the published prices of 111 California firms.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP. In Pasadena, 29% of the 28 advisors listed hold the CFP.
- CFP29% in Pasadena
- The CFP covers income, tax, insurance, and estate decisions together.
How do Pasadena advisors for retirement planning compare with the rest of the US?
79% of fee-only advisors for retirement planning in Pasadena charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Pasadena. Light bars are all US advisors for retirement planning.
Does California tax Social Security?
No. California doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Pasadena?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does California tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning in Pasadena?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Patrick Dinan | Impact Fiduciary | Pasadena | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| Ryan Miyamoto | Derive Wealth | Pasadena | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| George Hasbun | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Kathleen Gilmore | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Austin Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Charlotte Anten | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| David Lin | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| Lloyd Wong | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Maxwell Pray | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Murcy Huang | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Peter Boyle | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Randall Zaharia | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Davis Thompson | Thompson & Thompson Investment Advisors | Pasadena | Not listed | Percentage of assets |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Jack Tsai | Tsai Wealth Management | Pasadena | PFS | Percentage of assets, Hourly |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
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