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Financial planning in Rocklin, CA

3 advisers in Rocklin offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

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 reported Pedicord 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 reported Roseman 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 reported