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

Last Updated - May 16, 2025

Roseville has 2 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 10 years of experience.

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List of Qualified Retirement Planning Advisors in Roseville, 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 11 Retirement Planning firms in Roseville, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1420 Rocky Ridge Drive, #140 Roseville, CA, 95661	$1,376,377,609	1144	10	A percentage of AUM, Hourly charges, Fixed fees
2	3200 Douglas Blvd, Ste. 305 Roseville, CA, 95661	$548,304,123	1406	27	A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
3	2271 Lava Ridge Court, Suite 195 Roseville, CA, 94661	$204,488,383	1114	3	A percentage of AUM, Hourly charges, Fixed fees
4	3400 Douglas Blvd., Suite 150 Roseville, CA, 95661	$200,597,015	1030	16	A percentage of AUM, Fixed fees, Other (CO-ADVISOR FEES AND REFERRAL FEES)
5	3001 Douglas Blvd, Ste. 142 Roseville, CA, 95661	$196,788,081	318	7	A percentage of AUM, Hourly charges, Fixed fees
6	1420 Rocky Ridge Drive, Suite 250 Roseville, CA, 95661	$181,880,836	359	4	A percentage of AUM
7	2999 Douglas Blvd, Suite 180 Roseville, CA, 95661	$181,677,991	728	4	A percentage of AUM, Hourly charges, Fixed fees
8	300 Harding Blvd #115, Roseville, CA, 95678	$161,000,000	663	3	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REFERRAL FEES)
9	915 Highland Point Drive, Ste. 250, Roseville, CA, 95678	$139,279,096	359	2	A percentage of AUM
10	3721 Douglas Blvd, Suite 350 Roseville, CA, 95661	$138,510,973	1	18	A percentage of AUM, Performance Based
11	1508 Eureka Road, Suite 145 Roseville, CA, 95661	$113,486,163	727	1	A percentage of AUM

Information on Top Retirement Planning firms in Roseville, California

CAPITAL PLANNING ADVISORS LLC

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QualificationsFirm CRD# 170266

Assets Under Management $1,376,377,609

No. Of Clients1144

Clients Per Financial Advisor114

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 1144 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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PROTECTION POINT ADVISORS

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QualificationsFirm CRD# 291805

Assets Under Management $548,304,123

No. Of Clients1406

Clients Per Financial Advisor52

PROTECTION POINT ADVISORS is a financial advisory firm situated in Roseville, California. With a nearly $548M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1406 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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HANSEN & ASSOCIATES FINANCIAL GROUP INC.

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QualificationsFirm CRD# 168363

Assets Under Management $204,488,383

No. Of Clients1114

Clients Per Financial Advisor371

HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a financial advisory firm situated in Roseville, California. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1114 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

Financial Planning Services

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

View Full Profile

BULMAN WEALTH GROUP

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QualificationsFirm CRD# 313552

Assets Under Management $200,597,015

No. Of Clients1030

Clients Per Financial Advisor64

BULMAN WEALTH GROUP is a financial advisory firm situated in Roseville, California. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030 clients. The team consists of 16 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

WE ALLIANCE WEALTH ADVISORS, INC.

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QualificationsFirm CRD# 175405

Assets Under Management $196,788,081

No. Of Clients318

Clients Per Financial Advisor45

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 318 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

STAINES FINANCIAL, LLC

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QualificationsFirm CRD# 299405

Assets Under Management $181,880,836

No. Of Clients359

Clients Per Financial Advisor90

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 359 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 and/or small businesses
Portfolio management for pooled investment vehicles

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PINNACLE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 315578

Assets Under Management $181,677,991

No. Of Clients728

Clients Per Financial Advisor182

PINNACLE WEALTH MANAGEMENT, 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 728 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
Selection for other advisors

View Full Profile

STERLING RETIREMENT GROUP OF SACRAMENTO

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QualificationsFirm CRD# 168397

Assets Under Management $161,000,000

No. Of Clients663

Clients Per Financial Advisor221

STERLING RETIREMENT GROUP OF SACRAMENTO is a financial advisory firm situated in Roseville, California. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BUSINESS CONSULTING)

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DIMENSIONS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 298928

Assets Under Management $139,279,096

No. Of Clients359

Clients Per Financial Advisor180

DIMENSIONS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Roseville, California. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 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

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

View Full Profile

DCA FAMILY OFFICE, LLC

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QualificationsFirm CRD# 322047

Assets Under Management $138,510,973

No. Of Clients1

Clients Per Financial Advisor0

DCA FAMILY OFFICE, LLC is a financial advisory firm situated in Roseville, California. With a nearly $139M 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 businesses or institutional clients
Selection for other advisors
Other (FAMILY OFFICE SERVICES)

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FC360 WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 171788

Assets Under Management $113,486,163

No. Of Clients727

Clients Per Financial Advisor727

FC360 WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Roseville, California. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 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 services
Portfolio management for individuals and/or small businesses

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?

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