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Advisers in Rocklin, CA

5 advisers in Rocklin — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Gaylord Wealth Management, LLC6520 Lonetree Blvd., #2030 · Rocklin, CA 95765 · (415) 971-7529 · Financial planningCRD 168702 · % of assets, Hourly charges, Fixed fees · $394,706 AUMState registeredNo commissions reportedKolb Wealth Management, LLC4240 Rocklin Rd Ste 6 · Rocklin, CA 95677 · (916) 624-0769 · % of assets managedCRD 339325 · % of assets, Other · $12.4 million AUMState registeredNo commissions reportedPedicord Wealth Management, LLC6520 Lonetree Blvd, Suite 124 · Rocklin, CA 95765 · (916) 596-6433 · Financial planningCRD 314931 · % of assets, Hourly charges, Fixed fees · $85.6 million AUMState registeredNo commissions reportedRoseman Wagner Wealth Management4970 Rocklin Road, Suite 200 · Rocklin, CA 95677 · (916) 652-1525 · Financial planningCRD 148221 · % of assets, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedTidwell Wealth Management LLC2209 Plaza Drive, Suite 200 · Rocklin, CA 95765 · (916) 784-1818 · % of assets managedCRD 309109 · % of assets · $116.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Rocklin? 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.