Wealthspire Retirement Advisory
Aliso Viejo, CA·SEC-registered · CRD #121254
Wealthspire Retirement Advisory is an SEC-registered investment advisory firm in Aliso Viejo, CA managing $39B across 7.5k client accounts, with 139 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$39B
Client accounts
7.5k
Advisory staff
139
Fee model
Fee-based
How Wealthspire Retirement Advisory is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL WEALTHSPIRE RETIREMENT ADVISORY
See how Wealthspire compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Wealthspire Retirement Advisory. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Wealthspire Retirement Advisory? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Wealthspire Retirement Advisory
How much does Wealthspire Retirement Advisory manage?
Per its most recent SEC Form ADV filing (03/31/2026), Wealthspire Retirement Advisory reports $39B in regulatory assets under management across roughly 7.5k client accounts.
How does Wealthspire Retirement Advisory charge?
Wealthspire Retirement Advisory is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealthspire Retirement Advisory a fiduciary?
Yes. Wealthspire Retirement Advisory is registered with the U.S. Securities and Exchange Commission (CRD #121254), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealthspire Retirement Advisory taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealthspire Retirement Advisory and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Aliso Viejo, CA
Profile compiled from Wealthspire Retirement Advisory's public SEC Form ADV filing (CRD #121254, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealthspire Retirement Advisory. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealthspire Retirement Advisory? Claim this profile.