Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Folsom
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
42
non-vetted advisors in your local area. These financial advisors in
Folsom
,
California
have an average of
10
years of experience.
NOTE: The list of vetted financial
advisors in
Folsom
,
California
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Folsom, California.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 10 Years | Not Specified | $250,000 | Fee-Only | |
|
Allworth Financial
ChFC®, CFS® ALLWORTH FINANCIAL 3017 Douglas Blvd, Roseville, CA 95661 8775 Folsom Blvd Suite 100, Sacramento, CA 95826 8775 Folsom Blvd Suite 100, Sacramento, CA 95826 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
3017 Douglas Blvd,
Ste 100,
Roseville,
CA
95661
Phone Number
916-509-3231
Brian's devotion to helping people is what has driven him throughout his career. A career with more than a decade of experience in financial advisement, planning, and management. It is his diversified experience that has shaped Brian's approach to wealth management, asset management, and retirement planning. This knowledge along with his commitment to understanding every client's needs ensures a unique experience for both clients and businesses looking to plan for their future. The advisor to client relationship is extremely important for Brian's business as he believes investment decisions should be driven by more than just risk tolerance or suitability but by a sound financial plan that is specific to each client's goals and values. Outside of his career as a financial advisor with HBW, Brian has owned multiple businesses as both a sole proprietor and corporate executive. As a former educator, Brian has taught at multiple universities and developed certification programs for multiple organizations. A father of four children, Brian understands the importance of planning for the future and protecting what matters most.
HBW has been a family-owned business since its founding in 1991. The financial world has changed a lot since then. But since our first day we have tried to treat every client as part of the family. That has not changed. HBW's most basic belief and guiding principle is in providing our advisors and clients the tools they need to stay the course, to stick to their financial plans, to seek control of the factors that form the basis of all other investment success: saving, asset protection through insurance, and tax planning. We also believe our clients relationship with their advisor is among their most important assets when times are challenging. Quite simply, we believe advice from most independent financial advisors will be better than advice from anywhere else. Our view is that products are products. Real solutions are based on values and goals, not hypothetical investment returns, fear-based sales tactics or big company guarantees crippled by the fine print. Why deal with some firm's inherent conflict of interest if you do not have to? We are committed to people and families: committed to helping our clients fulfill hopes, accomplish goals, and realize dreams. HBW Advisory Services LLC, is a Registered Investment Advisory Services Company entrusted with over $1 billion in client assets under management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
3017 Douglas Blvd,
Roseville,
CA
95661
Phone Number
888-242-6766
Office Location
8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number
888-242-6766
Office Location
8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number
888-242-6766
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 343 | 77905 | $13,749,494,528 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 125 | $1,248,040,236 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 1861 | $423,026,607 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 971 | $221,297,995 | A percentage of AUM, Fixed fees
|
|
| 4 | 142 | $151,754,998 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 522 | $117,885,017 | A percentage of AUM
|
|
| 14 | 0 | $0 | Other (FEES BASED ON MARKETING SERVICES TO OTHER ADVISORS.)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2365 Iron Point Road, Ste 235, Folsom, CA 95630 | 916-984-3322 | |
| 2365 Iron Point Road, Ste 235, Folsom, CA 95630 | 916-984-3318 | |
| 1130 Iron Point Rd, Ste 150, Folsom, CA 95630 | 916-351-0000 | |
| 1130 Iron Point Rd, Ste 150, Folsom, CA 95630 | 916-351-0000 | |
| 1130 Iron Point Rd, Ste 150, Folsom, CA 95630 | 916-351-0000 | |
| 2365 Iron Point Road, Ste 235, Folsom, CA 95630 | 916-983-8888 | |
| 620 Coolidge Drive, #190, Folsom, CA 95630 | 916-467-8850 | |
| 116 Elkins Cir, Folsom, CA 95630 | 916-358-9990 | |
| 530 Plaza Drive, Suite 100, Folsom, CA 95630 | 925-244-6600 | |
| 2365 Iron Point Road, Ste 235, Folsom, CA 95630 | 916-983-8888 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
