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Find Top Financial Advisors in Sacramento, California

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.

Finding the Top Financial Advisor in Sacramento, California

Last Updated - April 08, 2024

Sacramento has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Sacramento, California have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Sacramento, 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 Sacramento, California.

Qualified Financial Advisors in Sacramento, California

Financial Advisor Experience AUM Minimum Assets Fee Structure
DeCamilla Capital Management, LLC
4101 J Street,
Suite B,
Sacramento, CA 95819
40 Years Not Specified $100,000 Fee-Only
Allworth Financial
MBA
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Brian Malkinson
HBW ADVISORY SERVICES
3017 Douglas Blvd,
Roseville, CA 95661
10 Years Not Specified $250,000 Fee-Only
Allworth Financial
ChFC®, CFS®
3017 Douglas Blvd,
Roseville, CA 95661
Not Disclosed $10,000,000,000 Not Specified Fee-Based
David Roggenkamp
ChFC®
COMMONWEALTH FINANCIAL NETWORK
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
31 Years Not Specified Not Specified Fee-Based
Kristie Cahill
CFP®, CEP®
HAVEN WEALTH MANAGEMENT
One Sansome St., Ste. 3500,
San Francisco, CA 94104
22 Years $60,000,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Sacramento, California

Qualifications CRD# 108027
Firm CRD# 108027
Series 7, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 4101 J Street,
Suite B,
Sacramento,
CA
95819
Phone Number 916-979-0870

About DeCamilla Capital Management, LLC

DeCamilla Capital Management, LLC

A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios. We operate as investment fiduciaries on behalf of our customers' sharing our knowledge, building trust and confidence, and serving in a dutiful manner in managing the assets of our clients for their exclusive benefit. We do this work because we believe investment advisers should not be salespeople but should provide ethical investment guidance and expertise. Our lean yet robust nature enables us to put more focus on individual customers and their investment needs and goals using our 30 plus years of investment experience. We service clients nationwide from our main office in Sacramento, California.

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


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

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6952754
Firm CRD# 143665
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 3017 Douglas Blvd,
Roseville,
CA
95661
Phone Number 916-509-3231

With offices in both ROSEVILLE and CARLSBAD, 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.

About HBW Advisory Services

HBW Advisory Services

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

About Allworth Financial

Allworth Financial

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


Qualifications CRD# 1934091
Firm CRD# 8032
Series 7, 63

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 700 Larkspur Landing Circle, Suite 199,
Larkspur,
CA
94939
Phone Number 415-785-4540

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans. David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network® and is a certified Chartered Financial Consultant (ChfC). David was appointed Chartered Financial Consultant® (ChFC®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College. David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

About Commonwealth Financial Network

Commonwealth Financial Network

Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships. Client references furnished upon request. https://www.davidroggenkamp.com/


Qualifications CRD# 4439727
Firm CRD# 281213
Series 66

Compensation/Fee Fee-Based, Based on Assets


Office Location One Sansome St., Ste. 3500,
San Francisco,
CA
94104
Phone Number 415-878-1177

Kristie is a Certified Financial Planner and Wealth Advisor. She looks at each client's financial situation like a unique puzzle. She knows one approach won't work for every problem; that's why she takes the time to understand each client. Since 2000, Kristie has worked with several well-known investment management firms. She founded Haven Wealth Mangement and deliberately chose to work as a Registered Investment Advisor because it aligns her interests with clients needs. She attained her CFP before the age of 40, less than 5% of first-time CFP holders are women under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014. When she's not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane.

About Haven Wealth Management

Haven Wealth Management

We offer financial planning, investment management and retirement planning for individuals and families. At HWM, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. Our mission is the help our clients make sound financial decisions that allow them to thrive.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Sacramento, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
THE SALVETTI GROUP
3455 American River Dr., Suite A, Sacramento, CA 95864
4 1914 $475,474,089
A Percentage of AUM
TOWERPOINT WEALTH, LLC
500 Capitol Mall, Suite 1060, Sacramento, CA 95814
8 1253 $356,589,557
A Percentage of AUM, Hourly charges, Fixed Fees
AVISEN ADVISORS, LLC
3620 American River Drive, Suite 145, Sacramento, CA 95864
8 397 $258,442,908
A Percentage of AUM, Hourly charges, Fixed Fees
BOYD WEALTH MANAGEMENT, LLC
1375 Exposition Blvd, Suite 220, Sacramento, CA 95815
4 385 $250,337,737
A Percentage of AUM, Fixed Fees
LUCAS GROUP FINANCIAL PLANNERS, INC.
1545 River Park Drive,, Suite 401, Sacramento, CA 95815
5 786 $250,199,601
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)
ADAMS ASHBY FINANCIAL ADVISORS
3508 Cody Way, Suite 100, Sacramento, CA 95864
2 117 $236,308,376
A Percentage of AUM
TATE PRIVATE WEALTH ADVISERS
1545 River Park Drive, Suite 375, Sacramento, CA 95815-4614
5 418 $233,271,332
A Percentage of AUM, Fixed Fees
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
8880 Cal Center Dr., Suite 195, Sacramento, CA 95826
4 1177 $196,197,062
A Percentage of AUM, Hourly charges, Fixed Fees
STRATEGIC RETIREMENT ADVISORS, LLC
980 9th Street, Suite 1600, Sacramento, CA 95814
2 1466 $163,840,000
A Percentage of AUM, Hourly charges, Fixed Fees
SMART PORTFOLIO
2108 N. St., Suite N, Sacramento, CA 95816
2 0 $0
A Percentage of AUM

    Frequently Asked Questions

    Before hiring a financial advisor in California, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 key questions you should ask your financial advisor.

    To find a reputable financial advisor in California, you can start by asking for referrals from friends and family members who have worked with financial advisors in the past. You can also research financial advisors online using respected regulatory organizations like FINRA and the SEC., and look for credentials such as the Certified Financial Planner (CFP) designation. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you connect with pre-screened and vetted advisors specifically matched to your financial goals.

    Financial advisors listed on our directory for the state of California provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Read on to better understand how financial advisors can assist you with the various services they provide.

    When choosing a financial advisor in California, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.

    The cost of hiring a financial advisor in California varies depending on the advisor's experience, services, and fee structure. Financial advisors typically charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To better understand how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

    Yes, a financial advisor in California can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.

    During the initial consultation with a potential financial advisor in California, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 key questions you should ask your financial advisor.

    To determine the trustworthiness of a financial advisor in California, it's important to conduct a complete research and background check through FINRA BrokerCheck. Look for advisors who are registered with reputable regulatory bodies like FINRA and the SEC, as these organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    During your first meeting with a financial advisor in California, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

    To evaluate the performance of your financial advisor in California, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.

    Yes, a financial advisor in California can provide guidance on insurance coverage specific to the state's natural disaster risks, such as earthquakes. They can help individuals and businesses understand the types of insurance policies available, such as homeowners' insurance and business insurance, that may be necessary to protect against potential damages caused by earthquakes and other natural disasters. These advisors can also assist in evaluating coverage options, calculating appropriate coverage amounts, and ensuring that clients are adequately prepared for potential financial risks associated with such disasters. To learn more, explore what a financial advisor can do for you.

    The typical minimum asset requirement for working with a financial advisor in California can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.

    Yes, a financial advisor in California can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    Yes, a financial advisor in California can provide guidance on local tax strategies and exemptions unique to the state. California has its state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read on about how a financial advisor can help you manage your finances.

    To evaluate the performance of your financial advisor in California, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.

    Financial advisors in California typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies, and using rebalancing tools to ensure alignment with long-term objectives. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.

    While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in California can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.

    Yes, there are financial advisors in California who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning, read on about how to plan for retirement if you start late in life.