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Find The Best Financial Advisors in Folsom, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Folsom is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Folsom & pick the one as per your needs

How To Find The Best Financial Advisors in Folsom , California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Folsom, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 7 non-vetted financial advisors in Folsom, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Folsom, California have an average of 10 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Folsom , California

advisor

Brian Malkinson

HBW Advisory Services

call916-509-3231

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
ALLWORTH FINANCIAL, L.P.
340 Palladio Pkwy., Suite 501
Folsom, CA, 95630
111167 $19,313,695,523 66085 A percentage of AUM, Fixed fees
PRUDENT INVESTOR ADVISORS, LLC
101 Parkshore Drive, Suite 100,
Folsom, CA, 95630
121922 $1,245,411,158 137 A percentage of AUM, Hourly charges, Fixed fees
PLANNED SOLUTIONS, INC.
1130 Iron Point Road #170,
Folsom, CA, 95630-8310
105052 $468,240,700 2021 A percentage of AUM, Hourly charges
VERIPAX WEALTH MANAGEMENT, INC.
101 Parkshore Dr., Ste 100,
Folsom, CA, 95630
139663 $289,701,109 1116 A percentage of AUM, Fixed fees
GASBER FINANCIAL ADVISORS, INC
81 Blue Ravine Road, Suite 250
Folsom, CA, 95630-4157
157329 $159,881,787 377 A percentage of AUM, Hourly charges, Fixed fees
FAIRCHILD FINANCIAL ADVISORS, INC.
193 Blue Ravine Road, Suite 130
Folsom, CA, 95630
165434 $114,823,638 505 A percentage of AUM
AW SECURITIES
340 Palladio Pkwy., Suite 501
Folsom, CA, 95630
103747 $0 0 Other (FEES BASED ON MARKETING SERVICES TO OTHER ADVISORS.)

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