Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Brian Malkinson
HBW Advisory Services
Qualifications
CRD# 6952754
Firm CRD# 143665
Series 65
Minimum Assets Required
$250,000
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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