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Find The Best Financial Advisors in Folsom, California

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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 5 vetted financial advisors and 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 25 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

Brian Malkinson

HBW Advisory Services

916-509-3231

Address

3017 Douglas Blvd,
Roseville, CA 95661 See Details

Allworth Financial

888-242-6766

Address

DeCamilla Capital Management, LLC

916-979-0870

Address

4101 J Street,
Suite B,
Sacramento, CA 95819 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ALLWORTH FINANCIAL, L.P. 340 Palladio Pkwy., Suite 501 Folsom, CA, 95630	111167	$16,969,522,811	57843	A Percentage of AUM, Fixed Fees
PRUDENT INVESTOR ADVISORS, LLC 101 Parkshore Drive, Suite 100, Folsom, CA, 95630	121922	$1,080,024,469	98	A Percentage of AUM, Hourly charges, Fixed Fees
PLANNED SOLUTIONS, INC. 1130 Iron Point Road #170, Folsom, CA, 95630-8310	105052	$398,484,903	1902	A Percentage of AUM, Hourly charges, Fixed Fees
VERIPAX WEALTH MANAGEMENT, INC. 101 Parkshore Dr., Ste 100, Folsom, CA, 95630	139663	$230,477,942	1038	A Percentage of AUM, Fixed Fees
GASBER FINANCIAL ADVISORS, INC 81 Blue Ravine Road, Suite 250 Folsom, CA, 95630-4157	157329	$139,507,392	134	A Percentage of AUM, Hourly charges, Fixed Fees
FAIRCHILD FINANCIAL ADVISORS, INC. 193 Blue Ravine Road, Suite 130 Folsom, CA, 95630	165434	$108,100,701	507	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.)

Select other cities around Folsom, California to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Folsom, California

How To Find The Best Financial Advisors in Folsom, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Folsom, California

Brian Malkinson

HBW Advisory Services

Address

Allworth Financial

Address

DeCamilla Capital Management, LLC

Address

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

Select other cities around Folsom, California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Folsom, California
Last Updated - 13-Jun-2023

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