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Find Retirement Advisors for Retirement Planning in Roseville, 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 Roseville, California

Last Updated - July 11, 2024

Roseville has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Roseville, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Roseville, California

advisor-photo
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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

advisor-photo
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Allworth Financial
ChFC®, CFS®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

advisor-photo

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

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

Top 11 Retirement Planning firms in Roseville, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAPITAL PLANNING ADVISORS LLC
1420 Rocky Ridge Drive, #140
Roseville, CA, 95661
$985,670,16899612
A Percentage of AUM, Hourly charges, Fixed Fees
2
PROTECTION POINT ADVISORS
1075 Creekside Ridge Drive, Suite 160
Roseville, CA, 95678
$464,772,728137827
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISERS FEES)
3
WE ALLIANCE WEALTH ADVISORS, INC.
3001 Douglas Blvd, Ste. 142
Roseville, CA, 95661
$196,535,6732607
A Percentage of AUM, Hourly charges, Fixed Fees
4
UP CAPITAL MANAGEMENT, INC.
341 Lincoln Street,
Roseville, CA, 95661
$188,986,3153294
A Percentage of AUM, Hourly charges, Fixed Fees
5
STAINES FINANCIAL, LLC
1420 Rocky Ridge Drive, Suite 250
Roseville, CA, 95661
$181,587,7333404
A Percentage of AUM
6
PINNACLE WEALTH MANAGEMENT, LLC
2271 Lava Ridge Court, Suite 200
Roseville, CA, 95661
$141,798,2557144
A Percentage of AUM, Hourly charges, Fixed Fees
7
DCA FAMILY OFFICE, LLC
3721 Douglas Blvd, Suite 350
Roseville, CA, 95661
$138,324,201118
A Percentage of AUM, Performance Based
8
STERLING RETIREMENT GROUP OF SACRAMENTO
300 Harding Blvd #115,
Roseville, CA, 95678
$112,000,0008853
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REFERRAL FEES)
9
BULMAN WEALTH GROUP
3400 Douglas Blvd., Suite 150
Roseville, CA, 95661
$110,780,3279252
A Percentage of AUM, Fixed Fees, Other (CO-ADVISOR FEES AND REFERRAL FEES)
10
FC360 WEALTH MANAGEMENT, INC.
1508 Eureka Road, Suite 145
Roseville, CA, 95661
$100,353,3332971
A Percentage of AUM
11
DIMENSIONS WEALTH MANAGEMENT, LLC
915 Highland Point Drive, Ste. 250,
Roseville, CA, 95678
$98,639,5013272
A Percentage of AUM

Information on Top Retirement Planning firms in Roseville, California

QualificationsFirm CRD# 170266

Assets Under Management $985,670,168

No. Of Clients996

Clients Per Financial Advisor83

CAPITAL PLANNING ADVISORS LLC is a financial advisory firm situated in Roseville, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 996 clients. The team consists of 12 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 291805

Assets Under Management $464,772,728

No. Of Clients1378

Clients Per Financial Advisor51

PROTECTION POINT ADVISORS is a financial advisory firm situated in Roseville, California. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1378 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SELECTION OF OTHER ADVISERS FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 175405

Assets Under Management $196,535,673

No. Of Clients260

Clients Per Financial Advisor37

WE ALLIANCE WEALTH ADVISORS, INC. is a financial advisory firm situated in Roseville, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 clients. The team consists of 7 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

QualificationsFirm CRD# 164692

Assets Under Management $188,986,315

No. Of Clients329

Clients Per Financial Advisor82

UP CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Roseville, California. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 329 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
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 299405

Assets Under Management $181,587,733

No. Of Clients340

Clients Per Financial Advisor85

STAINES FINANCIAL, LLC is a financial advisory firm situated in Roseville, California. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 315578

Assets Under Management $141,798,255

No. Of Clients714

Clients Per Financial Advisor179

PINNACLE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Roseville, California. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 714 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 322047

Assets Under Management $138,324,201

No. Of Clients1

Clients Per Financial Advisor0

DCA FAMILY OFFICE, LLC is a financial advisory firm situated in Roseville, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168397

Assets Under Management $112,000,000

No. Of Clients885

Clients Per Financial Advisor295

STERLING RETIREMENT GROUP OF SACRAMENTO is a financial advisory firm situated in Roseville, California. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 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
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 313552

Assets Under Management $110,780,327

No. Of Clients925

Clients Per Financial Advisor463

BULMAN WEALTH GROUP is a financial advisory firm situated in Roseville, California. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 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
  • Fixed Fees
  • Other (CO-ADVISOR FEES AND REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 171788

Assets Under Management $100,353,333

No. Of Clients297

Clients Per Financial Advisor297

FC360 WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Roseville, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 297 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

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 298928

Assets Under Management $98,639,501

No. Of Clients327

Clients Per Financial Advisor164

DIMENSIONS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Roseville, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 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
  • Pension Consulting Services
View Full Profile

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