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Find Retirement Advisors for Retirement Planning in Folsom, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Folsom, California

Last Updated - April 25, 2025

Folsom has 2 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 10 years of experience.

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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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

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

Advisory Services:

Not Specified

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	340 Palladio Pkwy., Suite 501 Folsom, CA, 95630	$19,313,695,523	66085	392	A percentage of AUM, Fixed fees
2	101 Parkshore Drive, Suite 100, Folsom, CA, 95630	$1,245,411,158	137	5	A percentage of AUM, Hourly charges, Fixed fees
3	1130 Iron Point Road #170, Folsom, CA, 95630-8310	$468,240,700	2021	10	A percentage of AUM, Hourly charges
4	101 Parkshore Dr., Ste 100, Folsom, CA, 95630	$289,701,109	1116	3	A percentage of AUM, Fixed fees
5	81 Blue Ravine Road, Suite 250 Folsom, CA, 95630-4157	$159,881,787	377	4	A percentage of AUM, Hourly charges, Fixed fees
6	193 Blue Ravine Road, Suite 130 Folsom, CA, 95630	$114,823,638	505	2	A percentage of AUM
7	340 Palladio Pkwy., Suite 501 Folsom, CA, 95630	$0	0	10	Other (FEES BASED ON MARKETING SERVICES TO OTHER ADVISORS.)

Information on Top Retirement Planning firms in Folsom, California

ALLWORTH FINANCIAL, L.P.

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QualificationsFirm CRD# 111167

Assets Under Management $19,313,695,523

No. Of Clients66085

Clients Per Financial Advisor169

ALLWORTH FINANCIAL, L.P. is a financial advisory firm situated in Folsom, California. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66085 clients. The team consists of 392 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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PRUDENT INVESTOR ADVISORS, LLC

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QualificationsFirm CRD# 121922

Assets Under Management $1,245,411,158

No. Of Clients137

Clients Per Financial Advisor27

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 137 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PLANNED SOLUTIONS, INC.

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QualificationsFirm CRD# 105052

Assets Under Management $468,240,700

No. Of Clients2021

Clients Per Financial Advisor202

PLANNED SOLUTIONS, INC. is a financial advisory firm situated in Folsom, California. With a nearly $468M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2021 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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VERIPAX WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 139663

Assets Under Management $289,701,109

No. Of Clients1116

Clients Per Financial Advisor372

VERIPAX WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Folsom, California. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1116 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 services
Portfolio management for individuals and/or small businesses

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GASBER FINANCIAL ADVISORS, INC

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QualificationsFirm CRD# 157329

Assets Under Management $159,881,787

No. Of Clients377

Clients Per Financial Advisor94

GASBER FINANCIAL ADVISORS, INC is a financial advisory firm situated in Folsom, California. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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FAIRCHILD FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 165434

Assets Under Management $114,823,638

No. Of Clients505

Clients Per Financial Advisor253

FAIRCHILD FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Folsom, California. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 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
Selection for other advisors

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AW SECURITIES

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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 10 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

Other (MARKETING SERVICES PROVIDED TO FINANCIAL ADVISORS.)

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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?

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