Fee-OnlyFinder

% of assets managed in Roseville, CA

16 advisers in Roseville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 16

Advent Capital LLC915 Highland Pointe, Suite 250 · Roseville, CA 95678 · (916) 384-8060 · Financial planningCRD 165348 · % of assets, Performance-based fees · $66.6 million AUMState registeredNo commissions reportedBangerter Financial Services, INC.1380 Lead Hill Blvd, Suite 180 · Roseville, CA 95661 · (916) 965-1879 · Financial planningCRD 171939 · % of assets, Hourly charges, Other · $68.8 million AUMState registeredNo commissions reportedBulman Wealth Group3300 Douglas Blvd., Suite 200 · Roseville, CA 95661 · (916) 458-8199 · Financial planningCRD 313552 · % of assets, Fixed fees, Other · $283.0 million AUMSEC registeredNo commissions reportedDimensions Wealth Management, LLC915 Highland Point Drive, Ste. 250 · Roseville, CA 95678 · (916) 330-4108 · Financial planningCRD 298928 · % of assets · $152.1 million AUMSEC registeredNo commissions reportedFc360 Wealth Management, INC.1508 Eureka Road, Suite 145 · Roseville, CA 95661 · (916) 379-7980 · Financial planningCRD 171788 · % of assets · $158.2 million AUMSEC registeredNo commissions reportedHansen & Associates Financial Group INC.2271 Lava Ridge Court, Suite 200 · Roseville, CA 95661 · (916) 706-1234 · Financial planningCRD 168363 · % of assets, Hourly charges, Fixed fees · $202.4 million AUMSEC registeredNo commissions reportedLynch Financial Advisors1700 Eureka Road Suite 155 · Roseville, CA 95661 · (916) 772-3103 · Financial planningCRD 342560 · % of assets, Fixed fees · $112.9 million AUMSEC registeredNo commissions reportedMeasured Financial3017 Douglas Blvd,, Suite 300 · Roseville, CA 95661 · (916) 975-3700 · % of assets managedCRD 305720 · % of assets · $67.7 million AUMState registeredNo commissions reportedPeak Investment Solutions, LLC1508 Eureka Road, Suite 180 · Roseville, CA 95661 · (916) 772-5022 · % of assets managedCRD 134846 · % of assets, Other · $77.4 million AUMState registeredNo commissions reportedPinedo Financial Services2281 Lava Ridge Court, Suite 200 · Roseville, CA 95661 · (209) 579-9992 · % of assets managedCRD 149450 · % of assets · $21.3 million AUMState registeredNo commissions reported
Process Wealth LLC2140 Professional Dr., Suite 120 · Roseville, CA 95661 · (916) 225-9153 · Financial planningCRD 336802 · % of assets, Hourly charges · $13.5 million AUMState registeredNo commissions reportedQ4 Strategic Equity Advisors INC.3017 Douglas Blvd, Ste. 300 · Roseville, CA 95661 · (916) 784-2100 · % of assets managedCRD 146071 · % of assets, Other · $2.4 million AUMState registeredNo commissions reportedSisto Investment Advisory, LLC970 Reserve Drive, Suite 204 · Roseville, CA 95678 · (916) 724-1693 · Financial planningCRD 284949 · % of assets, Hourly charges, Fixed fees · $54.6 million AUMState registeredNo commissions reportedSt. Clair Financial2140 Professional Drive, Suite 250 · Roseville, CA 95661 · (916) 780-1848 · Financial planningCRD 151251 · % of assets, Hourly charges, Fixed fees · $141.3 million AUMSEC registeredNo commissions reportedTriflame Capital5098 Foothills Blvd., Suite 3, Pmb: 306 · Roseville, CA 95747 · (530) 813-8300 · Financial planningCRD 332465 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedWe Alliance Wealth Advisors, INC.3001 Douglas Blvd, Ste. 142 · Roseville, CA 95661 · (916) 325-0130 · Financial planningCRD 175405 · % of assets, Hourly charges, Fixed fees · $233.1 million AUMSEC registeredNo commissions reported