Retirement Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Planners works with individual and small business clients to provide financial planning and retirement planning services, including analysis and written recommendations on life and disability insurance, annuities, stock portfolios, and estate protection. The firm offers one-hour initial consultations and prepares reports that outline suggested strategies tailored to each client's objectives.
The firm’s process is advisory and non-discretionary: it reviews client data, produces written reports with generic recommendations, and leaves implementation decisions to the client or the client’s chosen broker or carrier. Retirement Planners does not provide portfolio management on a discretionary basis for individual accounts and does not use percentage-of-assets-under-management fee arrangements.
Distinctive features include the owner’s active licenses and compensation sources outside typical advisory-only models — the firm’s advisor is a licensed real estate agent and life insurance/annuity producer who earns commissions on real estate and insurance transactions, and also provides limited notary services. The firm operates at a very small scale (one advisor, a very small number of clients and modest assets under management) and maintains an institutional relationship with a digital custodian platform as an optional execution venue.
Client services
Expertise
Occupation focus
Fee options
Commissions from insurance and annuity products and real estate sales; disclosed at time of sale.
$100 per hour for financial planning services.
Main office
840 Apollo St, Ste. 100
El Segundo CA 90245
Advisors at this office
1
Most active in
California
Also doing business as
Retirement Planners · Vincent R. Williams · Williams, Vincent Raynard
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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