DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > california > roseville

Find The Best Financial Advisors in Roseville, 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 Roseville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Roseville & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Roseville, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 11 non-vetted financial advisors in Roseville, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Roseville, 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 Roseville, California

Brian Malkinson

HBW Advisory Services

916-509-3231

Address

3017 Douglas Blvd,
Roseville, CA 95661 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

2175 North California Boulevard,
Suite 800,
Walnut Creek, CA 94596 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CAPITAL PLANNING ADVISORS LLC 1420 Rocky Ridge Drive, #140 Roseville, CA, 95661	170266	$1,376,377,609	1144	A percentage of AUM, Hourly charges, Fixed fees
PROTECTION POINT ADVISORS 3200 Douglas Blvd, Ste. 305 Roseville, CA, 95661	291805	$548,304,123	1406	A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
HANSEN & ASSOCIATES FINANCIAL GROUP INC. 2271 Lava Ridge Court, Suite 195 Roseville, CA, 94661	168363	$204,488,383	1114	A percentage of AUM, Hourly charges, Fixed fees
BULMAN WEALTH GROUP 3400 Douglas Blvd., Suite 150 Roseville, CA, 95661	313552	$200,597,015	1030	A percentage of AUM, Fixed fees, Other (CO-ADVISOR FEES AND REFERRAL FEES)
WE ALLIANCE WEALTH ADVISORS, INC. 3001 Douglas Blvd, Ste. 142 Roseville, CA, 95661	175405	$196,788,081	318	A percentage of AUM, Hourly charges, Fixed fees
STAINES FINANCIAL, LLC 1420 Rocky Ridge Drive, Suite 250 Roseville, CA, 95661	299405	$181,880,836	359	A percentage of AUM
PINNACLE WEALTH MANAGEMENT, LLC 2999 Douglas Blvd, Suite 180 Roseville, CA, 95661	315578	$181,677,991	728	A percentage of AUM, Hourly charges, Fixed fees
STERLING RETIREMENT GROUP OF SACRAMENTO 300 Harding Blvd #115, Roseville, CA, 95678	168397	$161,000,000	663	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REFERRAL FEES)
DIMENSIONS WEALTH MANAGEMENT, LLC 915 Highland Point Drive, Ste. 250, Roseville, CA, 95678	298928	$139,279,096	359	A percentage of AUM
DCA FAMILY OFFICE, LLC 3721 Douglas Blvd, Suite 350 Roseville, CA, 95661	322047	$138,510,973	1	A percentage of AUM, Performance Based
FC360 WEALTH MANAGEMENT, INC. 1508 Eureka Road, Suite 145 Roseville, CA, 95661	171788	$113,486,163	727	A percentage of AUM

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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Roseville, California

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

List of Qualified Financial Advisors in Roseville, California

Brian Malkinson

HBW Advisory Services

Address

Edelman Financial Engines, LLC

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy