wiseradvisor

Ted Smalling, CFP®, MBA
Allworth Financial

Tel: 888-242-6766
8775 Folsom Blvd Suite 100
Sacramento, CA 95826

Refreshingly clear advice when you need it the most.

Allworth Financial | Financial Advisor in Sacramento ,CA

About 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.


General Information

Firm Start Year:   1993
No.of Employees:   100-499
Gender:   Male
Name of Broker/Dealer:   AW Securities
Name of Custodial Firm:   TD Ameritrade
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Tax Advice and Services, Retirement Planning, Estate Planning & Trusts


Services

I can meet clients in the following ways:   Video Conference, Via Phone, At my office


Firm Information

Firm's Number of Clients:   12,000
Assets Managed by Firm:   $10,000,000,000


Compliance

Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based




Disclaimer

Advisory services offered through Allworth Financial, a Registered Investment Advisor. Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC.

Ted Smalling

Ted Smalling

CFP®, MBA

Ted Smalling is a CERTIFIED FINANCIAL PLANNER™ professional, and holds an MBA from the Keller Graduate School of Management. A native of Sacramento, CA, before embarking on an advisory career, Ted spent 25 years as a small business owner. An avid golfer, Ted lives with his family in Elk Grove, California.

My Services

Retirement Planning

Your retirement plan is a living document. It's important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves.


Estate Planning & Trusts

Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you.


Tax Advice and Services

We understand that the complexity of modern retirement means investment management and retirement planning need to be combined with tax planning to help you reach your financial goals. Your approach to tax planning should be forward-thinking, as well. We'll work with you and your advisor to create a tax plan that analyzes your situation, not only today, but years from now.


My Team

Davis Blomquist Davis Blomquist CFP®

Davis Blomquist is a CERTIFIED FINANCIAL PLANNER™ professional and one of the firm’s go-to financial workshop presenters, having hosted both live and virtual financial education events that have been attended by hundreds of people. A key analyst for the firm, he holds a Bachelor of Science degree in Business Administration (Finance concentration) from California State University, Sacramento. Davis, along with his wife, Shannon, enjoy adventures in the Sierra Nevada mountains and s ...more


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM