Fee-OnlyFinder

Advisers in Folsom, CA

10 advisers in Folsom — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (5)

All advisers

Allworth Financial, L.P.340 Palladio Pkwy., Suite 501 · Folsom, CA 95630 · (916) 482-2196 · Financial planningCRD 111167 · % of assets, Fixed fees, Performance-based fees · $33.6 billion AUMSEC registeredNo commissions reportedDachtler Wealth Advisors, LLC2130 E Bidwell Street, Suite 100 · Folsom, CA 95630 · (916) 933-3076 · Financial planningCRD 335863 · % of assets · $120.4 million AUMSEC registeredNo commissions reportedElite Capital Services, LLC101 Parkshore Drive,, Suite 215 · Folsom, CA 95630 · (916) 932-2189 · % of assets managedCRD 145449 · % of assets · $54.0 million AUMState registeredNo commissions reportedFairchild Financial Advisors, INC.193 Blue Ravine Road, Suite 130 · Folsom, CA 95630 · (916) 351-9900 · % of assets managedCRD 165434 · % of assets · $127.3 million AUMSEC registeredNo commissions reportedGasber Financial Advisors, INC81 Blue Ravine Road, Suite 250 · Folsom, CA 95630 · (916) 985-2594 · Financial planningCRD 157329 · % of assets, Hourly charges, Fixed fees · $177.7 million AUMSEC registeredNo commissions reportedKim Knotts, Ria101 Parkshore · Folsom, CA 95630 · (916) 932-2164 · Financial planningCRD 289830 · % of assets · $8.3 million AUMState registeredNo commissions reportedMathews Capital Management705 Gold Lake Drive, Suite 250 · Folsom, CA 95630 · (916) 582-2823 · Financial planningCRD 304909 · % of assets · $40.5 million AUMState registeredNo commissions reportedPlanned Solutions, INC.1130 Iron Point Road #170 · Folsom, CA 95630 · (916) 361-0100 · Financial planningCRD 105052 · % of assets, Hourly charges · $671.0 million AUMSEC registeredNo commissions reportedPrudent Investor Advisors, LLC101 Parkshore Drive, Suite 100 · Folsom, CA 95630 · (866) 446-1848 · Financial planningCRD 121922 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedTor Wealth Advisors, LLC664 Oreno CT. · Folsom, CA 95630 · (916) 257-5651 · Financial planningCRD 319761 · % of assets, Hourly charges, Fixed fees · $81.0 million AUMState registeredNo commissions reported
Talking to advisers in Folsom? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.