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Find Retirement Advisors for Retirement Planning in Sacramento, 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 Sacramento, California
Last Updated - April 20, 2024Sacramento has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Sacramento, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Sacramento, California
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Sacramento, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | THE SALVETTI GROUP 3455 American River Dr., Suite A Sacramento, CA, 95864 | $475,474,089 | 1914 | 4 | A Percentage of AUM |
| 2 | TOWERPOINT WEALTH, LLC 500 Capitol Mall, Suite 1060 Sacramento, CA, 95814 | $356,589,557 | 1253 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | AVISEN ADVISORS, LLC 3620 American River Drive, Suite 145 Sacramento, CA, 95864 | $258,442,908 | 397 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | BOYD WEALTH MANAGEMENT, LLC 1375 Exposition Blvd, Suite 220 Sacramento, CA, 95815 | $250,337,737 | 385 | 4 | A Percentage of AUM, Fixed Fees |
| 5 | LUCAS GROUP FINANCIAL PLANNERS, INC. 1545 River Park Drive,, Suite 401 Sacramento, CA, 95815 | $250,199,601 | 786 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS) |
| 6 | ADAMS ASHBY FINANCIAL ADVISORS 3508 Cody Way, Suite 100 Sacramento, CA, 95864 | $236,308,376 | 117 | 2 | A Percentage of AUM |
| 7 | TATE PRIVATE WEALTH ADVISERS 1545 River Park Drive, Suite 375 Sacramento, CA, 95815-4614 | $233,271,332 | 418 | 5 | A Percentage of AUM, Fixed Fees |
| 8 | HANSEN & ASSOCIATES FINANCIAL GROUP INC. 8880 Cal Center Dr., Suite 195 Sacramento, CA, 95826 | $196,197,062 | 1177 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | STRATEGIC RETIREMENT ADVISORS, LLC 980 9th Street, Suite 1600 Sacramento, CA, 95814 | $163,840,000 | 1466 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | SMART PORTFOLIO 2108 N. St., Suite N Sacramento, CA, 95816 | $0 | 0 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Sacramento, California
QualificationsFirm CRD# 324974
Assets Under Management $475,474,089
No. Of Clients1914
Clients Per Financial Advisor479
THE SALVETTI GROUP is a financial advisory firm situated in Sacramento, California. With a nearly $475M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1914 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 Business
QualificationsFirm CRD# 288593
Assets Under Management $356,589,557
No. Of Clients1253
Clients Per Financial Advisor157
TOWERPOINT WEALTH, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1253 clients. The team consists of 8 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
- Selection of Other Advisors
QualificationsFirm CRD# 113791
Assets Under Management $258,442,908
No. Of Clients397
Clients Per Financial Advisor50
AVISEN ADVISORS, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 397 clients. The team consists of 8 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
- Selection of Other Advisors
QualificationsFirm CRD# 293990
Assets Under Management $250,337,737
No. Of Clients385
Clients Per Financial Advisor96
BOYD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 130163
Assets Under Management $250,199,601
No. Of Clients786
Clients Per Financial Advisor157
LUCAS GROUP FINANCIAL PLANNERS, INC. is a financial advisory firm situated in Sacramento, California. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 786 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
- Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149683
Assets Under Management $236,308,376
No. Of Clients117
Clients Per Financial Advisor59
ADAMS ASHBY FINANCIAL ADVISORS is a financial advisory firm situated in Sacramento, California. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 120938
Assets Under Management $233,271,332
No. Of Clients418
Clients Per Financial Advisor84
TATE PRIVATE WEALTH ADVISERS is a financial advisory firm situated in Sacramento, California. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 418 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 168363
Assets Under Management $196,197,062
No. Of Clients1177
Clients Per Financial Advisor294
HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a financial advisory firm situated in Sacramento, California. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 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# 142887
Assets Under Management $163,840,000
No. Of Clients1466
Clients Per Financial Advisor733
STRATEGIC RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1466 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 324633
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SMART PORTFOLIO is a financial advisory firm situated in Sacramento, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Portfolio Management for Business
- Selection of Other Advisors
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