Social Security Planning
19 financial advisors list Social Security Planning · 28 client reviews
Browse related profiles
Calculated Wealth
Financial Advisor
- 5.0 (1 review)
- 0.5%–1% of AUM
- Serves nationwide
Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.
Services: 401(k) & IRA Management, Asset Allocation, Business Succession Planning +14 more
Ian Weiner, CFP®, CEPA®
Financial Advisor
- 5.0 (1 review)
- $1,500–$12,500 one-time
- Serves nationwide
Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +25 more
Steven Evensen - Gerber Kawasaki Wealth & Investment Management
Financial Advisor
- 5.0 (3 reviews)
- 0.25%–1.5% of AUM
- Serves nationwide
Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +21 more
Alex Jankowski, CPA, CFP®
Accountant · Financial Advisor
- 5.0 (3 reviews)
- 0.3%–1% of AUM
- Serves nationwide
Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.
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CMH Advisors
Accountant · Bookkeeper · Financial Advisor · Fractional CFO
- No reviews yet
- $750–$10,000/mo
- Serves nationwide
- Min revenue $500K+
We’re a full service accounting, advisory, payroll and tax strategy CPA firm.
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Concierge Wealth
Financial Advisor
Christian Amsberry
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- Serves nationwide
Financial planner for wealthy widows: one point of contact to untangle and coordinate everything after the loss of a spouse.
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Inflection Point Wealth Management
Financial Advisor
- No reviews yet
- 1%–1.5% of AUM
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We help executives of publicly traded companies turn complex equity compensation and executive benefits into clear, tax-efficient wealth strategies.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +18 more
Prestiq Wealth
Financial Advisor
Louis Green
- No reviews yet
- $1,000–$12,500/qtr
- Serves nationwide
Prestiq Wealth is a Brooklyn-based wealth management practice helping pre-retirees and retirees navigate retirement planning. Services include investment management, retirement planning, tax planning,
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +17 more
Scratch Capital
Financial Advisor · Real Estate Consulting
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Scratch Capital is a registered investment advisor which provides comprehensive wealth management services to business owners, high net worth individuals, corporate executives, and their families.
Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +37 more
Tomkiewicz Wealth Management
Financial Advisor
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- 0.5%–1.25% of AUM
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Advice in plain English.
Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Planning +16 more
True Wealth Group
Enrolled Agent · Financial Advisor
- No reviews yet
- 0.4%–1.25% of AUM
- California, Montana, Oregon +1 more
Independent fiduciary team providing you a plan to get to your goals sooner by paying less tax and investing with intention.
Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +18 more
Thomas-Kopelman
Financial Advisor
- 5.0 (8 reviews)
- 0.85% of AUM
- Serves nationwide
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all work together on every client. We have flat fees and AUM models for those that also want their assets…
Services: 401(k) & IRA Management, Asset Allocation, Business Succession Planning +24 more
Patrick Ritter
Financial Advisor
- 5.0 (6 reviews)
- 0.5%–1% of AUM
- Serves nationwide
My clients and I value connection, vitality, purpose, and experiences. Money is the tool. A life well-lived is the point.
Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Management +11 more
CAPTRUST
Financial Advisor
- 5.0 (1 review)
- Serves nationwide
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +29 more
Carman Kubanda
Financial Advisor
- 5.0 (1 review)
- 0.5%–0.9% of AUM
- Serves nationwide
Holistic Financial, Tax, Estate, Business Planning from a boutique firm.
Services: 401(k) & IRA Management, Asset Allocation, Charitable Giving +12 more
Matt-Magee, CFP®
Financial Advisor
- 5.0 (1 review)
- 1% of AUM
- Serves nationwide
We take your personal finances personal.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +27 more
About Social Security Planning on Sam's List
What to know
- Only about half of workers are confident Social Security and Medicare will keep paying benefits of equal value.[1]
- The median retiree stopped working at 62, and nearly half retired earlier than they planned.[2]
- 61% of workers and 73% of retirees feel confident they'll have enough to live comfortably in retirement, both down from 2025.[3]
Sources
Social Security Planning means timing and maximizing Social Security benefits. The Financial Advisors below provide this as part of financial planning and wealth management, and each is reviewed by real clients on Sam's List — compare their experience and connect directly.
Credentials on this page
- 4 of 19 list CPA
- 3 of 19 list EA
- 15 of 19 list CFP®
- 3 of 19 list CEPA
As listed by the firms on this page. Verify before you hire:
Frequently asked questions
- What does social security planning involve?
- Social Security Planning is timing and maximizing Social Security benefits. The Financial Advisors on Sam's List offer it, so you can compare experience before you commit.
- How do I find a financial advisor for social security planning?
- Filter Sam's List to Financial Advisors offering social security planning, compare verified client reviews and pricing, and contact them directly.