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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 25, 2025

Sacramento 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

advisor
vector.svg VERIFIED

Brian 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

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advisor
vector.svg VERIFIED

John 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

David 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

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Top 11 Retirement Planning firms in Sacramento, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3455 American River Dr., Suite A
Sacramento, CA, 95864
$607,185,95018436
A percentage of AUM
2

3508 Cody Way, Suite 100
Sacramento, CA, 95864
$442,516,0361062
A percentage of AUM
3

500 Capitol Mall, Suite 2060
Sacramento, CA, 95814
$418,956,82013208
A percentage of AUM, Hourly charges, Fixed fees
4

2208 29th St., Suite 100
Sacramento, CA, 95817
$408,183,17943
A percentage of AUM, Performance Based
5

1545 River Park Drive,, Suite 401
Sacramento, CA, 95815
$374,733,82211106
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
$345,018,3364525
A percentage of AUM, Fixed fees
7

3620 American River Drive, Suite 145
Sacramento, CA, 95864
$305,430,9864199
A percentage of AUM, Hourly charges, Fixed fees
8

1545 River Park Drive, Suite 375
Sacramento, CA, 95815-4614
$259,403,5125274
A percentage of AUM, Fixed fees
9

4101 J Street, Suite 150
Sacramento, CA, 95819
$144,815,1892833
A percentage of AUM
10

2108 N. St., Suite N
Sacramento, CA, 95816
$27,982,000602
A percentage of AUM
11

1401 21st St,
Sacramento, CA, 95811
$002
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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
View Full Profile

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