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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 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 Sacramento, California
Last Updated - April 11, 2025Sacramento 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 Sacramento, California have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Sacramento, 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
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Sacramento, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3455 American River Dr., Suite A Sacramento, CA, 95864 | $607,185,950 | 1843 | 6 | A percentage of AUM |
| 2 | 3508 Cody Way, Suite 100 Sacramento, CA, 95864 | $442,516,036 | 106 | 2 | A percentage of AUM |
| 3 | 500 Capitol Mall, Suite 2060 Sacramento, CA, 95814 | $418,956,820 | 1320 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 2208 29th St., Suite 100 Sacramento, CA, 95817 | $408,183,179 | 4 | 3 | A percentage of AUM, Performance Based |
| 5 | 1545 River Park Drive,, Suite 401 Sacramento, CA, 95815 | $374,733,822 | 1110 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF FEES MANAGED BY THIRD-PARTY MONEY MANAGERS) |
| 6 | 1375 Exposition Blvd, Suite 220 Sacramento, CA, 95815 | $345,018,336 | 452 | 5 | A percentage of AUM, Fixed fees |
| 7 | 3620 American River Drive, Suite 145 Sacramento, CA, 95864 | $305,430,986 | 419 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1545 River Park Drive, Suite 375 Sacramento, CA, 95815-4614 | $259,403,512 | 527 | 4 | A percentage of AUM, Fixed fees |
| 9 | 4101 J Street, Suite 150 Sacramento, CA, 95819 | $144,815,189 | 283 | 3 | A percentage of AUM |
| 10 | 2108 N. St., Suite N Sacramento, CA, 95816 | $27,982,000 | 60 | 2 | A percentage of AUM |
| 11 | 1401 21st St, Sacramento, CA, 95811 | $0 | 0 | 2 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Sacramento, California
QualificationsFirm CRD# 324974
Assets Under Management $607,185,950
No. Of Clients1843
Clients Per Financial Advisor307
THE SALVETTI GROUP is a financial advisory firm situated in Sacramento, California. With a nearly $607M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1843 clients. The team consists of 6 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 businesses or institutional clients
QualificationsFirm CRD# 149683
Assets Under Management $442,516,036
No. Of Clients106
Clients Per Financial Advisor53
ADAMS ASHBY FINANCIAL ADVISORS is a financial advisory firm situated in Sacramento, California. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 288593
Assets Under Management $418,956,820
No. Of Clients1320
Clients Per Financial Advisor165
TOWERPOINT WEALTH, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1320 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 328954
Assets Under Management $408,183,179
No. Of Clients4
Clients Per Financial Advisor1
SOCOTRA MANAGEMENT, INC. is a financial advisory firm situated in Sacramento, California. With a nearly $408M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 130163
Assets Under Management $374,733,822
No. Of Clients1110
Clients Per Financial Advisor185
LUCAS GROUP FINANCIAL PLANNERS, INC. is a financial advisory firm situated in Sacramento, California. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1110 clients. The team consists of 6 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 293990
Assets Under Management $345,018,336
No. Of Clients452
Clients Per Financial Advisor90
BOYD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 452 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 113791
Assets Under Management $305,430,986
No. Of Clients419
Clients Per Financial Advisor47
AVISEN ADVISORS, LLC is a financial advisory firm situated in Sacramento, California. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 419 clients. The team consists of 9 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
- Selection for other advisors
QualificationsFirm CRD# 120938
Assets Under Management $259,403,512
No. Of Clients527
Clients Per Financial Advisor132
TATE PRIVATE WEALTH ADVISERS is a financial advisory firm situated in Sacramento, California. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 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
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 108027
Assets Under Management $144,815,189
No. Of Clients283
Clients Per Financial Advisor94
DECAMILLA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Sacramento, California. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 283 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 324633
Assets Under Management $27,982,000
No. Of Clients60
Clients Per Financial Advisor30
SMART PORTFOLIO is a financial advisory firm situated in Sacramento, California. With a nearly $28M assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 333167
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
EVERY SECURITIES LLC 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.