Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - April 17, 2024Roseville 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Roseville, California
VERIFIEDBrian 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
VERIFIEDAllworth 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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL 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 | CAPITAL PLANNING ADVISORS LLC 1420 Rocky Ridge Drive, #140 Roseville, CA, 95661 | $985,670,168 | 996 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | PROTECTION POINT ADVISORS 1075 Creekside Ridge Drive, Suite 160 Roseville, CA, 95678 | $464,772,728 | 1378 | 27 | 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 | $196,535,673 | 260 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | UP CAPITAL MANAGEMENT, INC. 341 Lincoln Street, Roseville, CA, 95661 | $188,986,315 | 329 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | STAINES FINANCIAL, LLC 1420 Rocky Ridge Drive, Suite 250 Roseville, CA, 95661 | $181,587,733 | 340 | 4 | A Percentage of AUM |
| 6 | PINNACLE WEALTH MANAGEMENT, LLC 2271 Lava Ridge Court, Suite 200 Roseville, CA, 95661 | $141,798,255 | 714 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | DCA FAMILY OFFICE, LLC 3721 Douglas Blvd, Suite 350 Roseville, CA, 95661 | $138,324,201 | 1 | 18 | A Percentage of AUM, Performance Based |
| 8 | STERLING RETIREMENT GROUP OF SACRAMENTO 300 Harding Blvd #115, Roseville, CA, 95678 | $112,000,000 | 885 | 3 | 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 | $110,780,327 | 925 | 2 | 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 | $100,353,333 | 297 | 1 | A Percentage of AUM |
| 11 | DIMENSIONS WEALTH MANAGEMENT, LLC 915 Highland Point Drive, Ste. 250, Roseville, CA, 95678 | $98,639,501 | 327 | 2 | 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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Anaheim, California
- Retirement Planners in Calabasas, California
- Retirement Planners in Concord, California
- Retirement Planners in Fresno, California
- Retirement Planners in Irvine, California
- Retirement Planners in Laguna Niguel, California
- Retirement Planners in Larkspur, California
- Retirement Planners in Los Angeles, California
- Retirement Planners in Ojai, California
- Retirement Planners in Orange, California
- Retirement Planners in Rancho Cucamonga, California
- Retirement Planners in Roseville, California
- Retirement Planners in Sacramento, California
- Retirement Planners in San Clemente, California
- Retirement Planners in San Diego, California
- Retirement Planners in San Francisco, California
- Retirement Planners in Santa Monica, California
- Retirement Planners in Seal Beach, California
- Retirement Planners in Ventura, California
- Retirement Planners in Walnut Creek, California
- Retirement Planners in Woodland Hills, California
Looking for more choices? Use our free match service to compare retirement planners serving your area.