Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > california > folsom

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Folsom, 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 you 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 registrations check. 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 Folsom, California

Last Updated - April 11, 2024

Folsom has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Folsom, California have an average of 25 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Folsom, California

VERIFIED

Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65

Minimum Assets Required
$250,000

Address

3017 Douglas Blvd,
Roseville, CA 95661 See Details

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

Find An Advisor

VERIFIED

Allworth Financial
ChFC^®, CFS^®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

DeCamilla Capital Management, LLC

Qualifications
CRD# 108027
Firm CRD# 108027
Series 7, 65

Minimum Assets Required
$100,000

Address

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

Advisory Services:

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 7 Retirement Planning firms in Folsom, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	ALLWORTH FINANCIAL, L.P. 340 Palladio Pkwy., Suite 501 Folsom, CA, 95630	$16,969,522,811	57843	343	A Percentage of AUM, Fixed Fees
2	PRUDENT INVESTOR ADVISORS, LLC 101 Parkshore Drive, Suite 100, Folsom, CA, 95630	$1,080,024,469	98	5	A Percentage of AUM, Hourly charges, Fixed Fees
3	PLANNED SOLUTIONS, INC. 1130 Iron Point Road #170, Folsom, CA, 95630-8310	$398,484,903	1902	10	A Percentage of AUM, Hourly charges, Fixed Fees
4	VERIPAX WEALTH MANAGEMENT, INC. 101 Parkshore Dr., Ste 100, Folsom, CA, 95630	$230,477,942	1038	3	A Percentage of AUM, Fixed Fees
5	GASBER FINANCIAL ADVISORS, INC 81 Blue Ravine Road, Suite 250 Folsom, CA, 95630-4157	$139,507,392	134	4	A Percentage of AUM, Hourly charges, Fixed Fees
6	FAIRCHILD FINANCIAL ADVISORS, INC. 193 Blue Ravine Road, Suite 130 Folsom, CA, 95630	$108,100,701	507	2	A Percentage of AUM
7	AW SECURITIES 340 Palladio Pkwy., Suite 501 Folsom, CA, 95630	$0	0	14	Other (FEES BASED ON MARKETING SERVICES TO OTHER ADVISORS.)

Information on Top Retirement Planning firms in Folsom, California

ALLWORTH FINANCIAL, L.P.

Find an Advisor

QualificationsFirm CRD# 111167

Assets Under Management $16,969,522,811

No. Of Clients57843

Clients Per Financial Advisor169

ALLWORTH FINANCIAL, L.P. is a financial advisory firm situated in Folsom, California. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57843 clients. The team consists of 343 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

View Full Profile

PRUDENT INVESTOR ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 121922

Assets Under Management $1,080,024,469

No. Of Clients98

Clients Per Financial Advisor20

PRUDENT INVESTOR ADVISORS, LLC is a financial advisory firm situated in Folsom, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

View Full Profile

PLANNED SOLUTIONS, INC.

Find an Advisor

QualificationsFirm CRD# 105052

Assets Under Management $398,484,903

No. Of Clients1902

Clients Per Financial Advisor190

PLANNED SOLUTIONS, INC. is a financial advisory firm situated in Folsom, California. With a nearly $398M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1902 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

View Full Profile

VERIPAX WEALTH MANAGEMENT, INC.

Find an Advisor

QualificationsFirm CRD# 139663

Assets Under Management $230,477,942

No. Of Clients1038

Clients Per Financial Advisor346

VERIPAX WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Folsom, California. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

View Full Profile

GASBER FINANCIAL ADVISORS, INC

Find an Advisor

QualificationsFirm CRD# 157329

Assets Under Management $139,507,392

No. Of Clients134

Clients Per Financial Advisor34

GASBER FINANCIAL ADVISORS, INC is a financial advisory firm situated in Folsom, California. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

FAIRCHILD FINANCIAL ADVISORS, INC.

Find an Advisor

QualificationsFirm CRD# 165434

Assets Under Management $108,100,701

No. Of Clients507

Clients Per Financial Advisor254

FAIRCHILD FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Folsom, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 507 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
Selection of Other Advisors

View Full Profile

AW SECURITIES

Find an Advisor

QualificationsFirm CRD# 103747

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

AW SECURITIES is a financial advisory firm situated in Folsom, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (FEES BASED ON MARKETING SERVICES TO OTHER ADVISORS.)

Financial Planning Services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.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. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.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.