California Benefits And Retirement Group, LLC

Overview

California Benefits And Retirement Group, LLC is a small, privately held limited liability company that provides financial planning and portfolio management primarily to individual and family clients, with some work for small businesses. The firm charges a mix of fee types — percentage of assets under management, hourly fees, fixed fees and performance-based fees — and identifies as an individual-owned adviser rather than a capital allocator or pension consultant. It does not report being an active ESG investor and is not registered as a multistate adviser. The firm lists broker-dealer and other investment-adviser relationships as part of its industry affiliations. Advisory work focuses on financial planning and discretionary portfolio management for individuals and small business clients.

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Location & Offices