Financial advisors for retirement planning in Walnut Creek, California

Which financial advisor should I talk to about retirement planning in Walnut Creek?

For retirement planning in Walnut Creek, 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 Robert Enright of Burton Enright Welch, Ian Castille of Capital Advantage and Jon Henderson of Echo45 Advisors.

How many fee-only financial advisors in Walnut Creek work on retirement planning?

The Wellspent public graph lists 45 fee-only advisors for retirement planning in Walnut Creek, at 14 firms. We counted every advisor record that lists this work, as of November 2026.

How do fee-only advisors for retirement planning in Walnut Creek charge?

The most common fee among fee-only advisors for retirement planning in Walnut Creek is a percentage of assets, used by 98% of the 45 with fees on file. Many use more than one: 31% charge fixed fees and 18% charge an ongoing planning fee.

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.

See every fee-only advisor fee in California

What credentials should a financial advisor for retirement planning have?

For retirement planning, look for the CFP and EA. In Walnut Creek, 33% of the 45 advisors listed hold the CFP.

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 Walnut Creek?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. How does California tax each source of my retirement income?

How current is this list of fee-only advisors for retirement planning in Walnut Creek?

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.