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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 5 vetted financial advisors and 10 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 24 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

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

2901 Douglas Blvd,
Suite 250,
Roseville, CA 95661 See Details

John Cordeiro

Vintage Wealth Advisors

707-492-5100

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 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	$607,185,950	1843	A percentage of AUM
ADAMS ASHBY FINANCIAL ADVISORS 3508 Cody Way, Suite 100 Sacramento, CA, 95864	149683	$442,516,036	106	A percentage of AUM
TOWERPOINT WEALTH, LLC 500 Capitol Mall, Suite 2060 Sacramento, CA, 95814	288593	$418,956,820	1320	A percentage of AUM, Hourly charges, Fixed fees
SOCOTRA MANAGEMENT, INC. 2208 29th St., Suite 100 Sacramento, CA, 95817	328954	$408,183,179	4	A percentage of AUM, Performance Based
LUCAS GROUP FINANCIAL PLANNERS, INC. 1545 River Park Drive,, Suite 401 Sacramento, CA, 95815	130163	$374,733,822	1110	A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)
BOYD WEALTH MANAGEMENT, LLC 1375 Exposition Blvd, Suite 220 Sacramento, CA, 95815	293990	$345,018,336	452	A percentage of AUM, Fixed fees
AVISEN ADVISORS, LLC 3620 American River Drive, Suite 145 Sacramento, CA, 95864	113791	$305,430,986	419	A percentage of AUM, Hourly charges, Fixed fees
TATE PRIVATE WEALTH ADVISERS 1545 River Park Drive, Suite 375 Sacramento, CA, 95815-4614	120938	$259,403,512	527	A percentage of AUM, Fixed fees
SMART PORTFOLIO 2108 N. St., Suite N Sacramento, CA, 95816	324633	$27,982,000	60	A percentage of AUM
EVERY SECURITIES LLC 1401 21st St, Sacramento, CA, 95811	333167	$0	0	A percentage of AUM, Fixed fees

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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

Brian Malkinson

HBW Advisory Services

Address

Edelman Financial Engines, LLC

Address

John Cordeiro

Vintage Wealth Advisors

Address

Edelman Financial Engines, LLC

Address

David Roggenkamp

Commonwealth Financial Network

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

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy