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Find Retirement Advisors for Retirement Planning in Auburn, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Auburn, California

Last Updated - April 25, 2025

Auburn has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Auburn, California have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in Auburn, California

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Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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Top 2 Retirement Planning firms in Auburn, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

13620 Lincoln Way, Suite 290
Auburn, CA, 95603-3264
$107,740,262441
A percentage of AUM
2

1519 Lincoln Way,
Auburn, CA, 95603
$105,492,00012222
A percentage of AUM

Information on Top Retirement Planning firms in Auburn, California

QualificationsFirm CRD# 105830

Assets Under Management $107,740,262

No. Of Clients44

Clients Per Financial Advisor44

SPECTRUM CAPITAL MANAGEMENT is a financial advisory firm situated in Auburn, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 131081

Assets Under Management $105,492,000

No. Of Clients1222

Clients Per Financial Advisor611

CLARION ADVISORS INC. is a financial advisory firm situated in Auburn, California. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1222 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

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