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

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

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

DeCamilla Capital Management, LLC

916-979-0870

Address

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

Allworth Financial

888-242-6766

Address

Brian Malkinson

HBW Advisory Services

916-509-3231

Address

3017 Douglas Blvd,
Roseville, CA 95661 See Details

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Kristie Cahill

Haven Wealth Management

415-878-1177

Address

One Sansome St., Ste. 3500,
San Francisco, CA 94104 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
THE SALVETTI GROUP 3455 American River Dr., Suite A Sacramento, CA, 95864	324974	$475,474,089	1914	A Percentage of AUM
TOWERPOINT WEALTH, LLC 500 Capitol Mall, Suite 1060 Sacramento, CA, 95814	288593	$356,589,557	1253	A Percentage of AUM, Hourly charges, Fixed Fees
AVISEN ADVISORS, LLC 3620 American River Drive, Suite 145 Sacramento, CA, 95864	113791	$258,442,908	397	A Percentage of AUM, Hourly charges, Fixed Fees
BOYD WEALTH MANAGEMENT, LLC 1375 Exposition Blvd, Suite 220 Sacramento, CA, 95815	293990	$250,337,737	385	A Percentage of AUM, Fixed Fees
LUCAS GROUP FINANCIAL PLANNERS, INC. 1545 River Park Drive,, Suite 401 Sacramento, CA, 95815	130163	$250,199,601	786	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	149683	$236,308,376	117	A Percentage of AUM
TATE PRIVATE WEALTH ADVISERS 1545 River Park Drive, Suite 375 Sacramento, CA, 95815-4614	120938	$233,271,332	418	A Percentage of AUM, Fixed Fees
HANSEN & ASSOCIATES FINANCIAL GROUP INC. 8880 Cal Center Dr., Suite 195 Sacramento, CA, 95826	168363	$196,197,062	1177	A Percentage of AUM, Hourly charges, Fixed Fees
STRATEGIC RETIREMENT ADVISORS, LLC 980 9th Street, Suite 1600 Sacramento, CA, 95814	142887	$163,840,000	1466	A Percentage of AUM, Hourly charges, Fixed Fees
SMART PORTFOLIO 2108 N. St., Suite N Sacramento, CA, 95816	324633	$0	0	A Percentage of AUM

Select other cities around Sacramento, 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 Sacramento, California

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

List of Qualified Financial Advisors in Sacramento, California

DeCamilla Capital Management, LLC

Address

Allworth Financial

Address

Brian Malkinson

HBW Advisory Services

Address

David Roggenkamp

Commonwealth Financial Network

Address

Kristie Cahill

Haven Wealth Management

Address

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

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

Frequently Asked Questions

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

Find an Advisor
It's Fast, Free & Easy