Fee-OnlyFinder

Financial planning in Sacramento, CA

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

All 18

245 Investments LLC2108 N Street #6798 · Sacramento, CA 95816 · (415) 349-3256 · Financial planningCRD 330299 · % of assets, Performance-based fees · $4.5 million AUMState registeredNo commissions reportedAtwima Wealth Management LLC1401 21st St #14495 · Sacramento, CA 95811 · (213) 459-1400 · Financial planningCRD 333085 · % of assets, Fixed fees · $711,794 AUMState registeredNo commissions reportedAvisen Advisors, LLC3620 American River Drive, Suite 145 · Sacramento, CA 95864 · (916) 480-2747 · Financial planningCRD 113791 · % of assets, Hourly charges, Fixed fees · $389.0 million AUMSEC registeredNo commissions reportedBaluden Financial2108 N St., Ste N · Sacramento, CA 95816 · (805) 257-9955 · Financial planningCRD 340191 · Hourly charges, Subscription fees, Fixed feesState registeredNo commissions reportedBoyd Wealth Management, LLC1545 River Park Drive, Suite 202 · Sacramento, CA 95815 · (916) 367-0532 · Financial planningCRD 293990 · % of assets, Fixed fees · $409.8 million AUMSEC registeredNo commissions reportedBurge Financial2000 L Street, Suite 100 · Sacramento, CA 95811 · (916) 622-0298 · Financial planningCRD 172552 · % of assets, Hourly charges, Fixed fees · $14.8 million AUMState registeredNo commissions reportedCif Advisors INC.900 University Ave., Suite 100 · Sacramento, CA 95825 · (916) 380-8171 · Financial planningCRD 306645 · % of assets, Hourly charges, Fixed fees · $8.8 million AUMState registeredNo commissions reportedDeeringer Wealth Management, LLC3600 American River Drive, #290 · Sacramento, CA 95864 · (916) 343-8500 · Financial planningCRD 301187 · % of assets, Hourly charges, Fixed fees · $39.7 million AUMState registeredNo commissions reportedEndeavor Financial Planning333 University Ave. Suite 200 · Sacramento, CA 95825 · (916) 333-5760 · Financial planningCRD 287615 · % of assets, Fixed fees · $53.2 million AUMState registeredNo commissions reportedGolden Wealth Capital, LLC5523 F Street, Suite a · Sacramento, CA 95819 · (916) 745-5783 · Financial planningCRD 327819 · % of assets, Hourly charges, Fixed fees · $21.0 million AUMState registeredNo commissions reported
Nix Wealth Management1545 River Park Drive, Suite 203 · Sacramento, CA 95815 · (916) 922-0629 · Financial planningCRD 114091 · % of assets · $82.0 million AUMState registeredNo commissions reportedPk Wealth Advisors2110 K St, Ste 53 · Sacramento, CA 95816 · (415) 744-4124 · Financial planningCRD 335676 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedSlalom Wealth Management, LLC1720 Capitol Ave, Ste #204 · Sacramento, CA 95819 · (916) 999-4854 · Financial planningCRD 292207 · % of assets, Hourly charges, Fixed fees · $19.3 million AUMState registeredNo commissions reportedSoesbe Financial5290 Elvas Ave · Sacramento, CA 95819 · (916) 587-5100 · Financial planningCRD 307384 · % of assets, Hourly charges, Fixed fees · $84.4 million AUMState registeredNo commissions reportedStrategic Advocates, LLC500 N Street, Suite 30 · Sacramento, CA 95814 · (888) 247-7753 · Financial planningCRD 316858 · % of assets, Hourly charges, Fixed fees · $33.7 million AUMState registeredNo commissions reportedTowerpoint Wealth, LLC500 Capitol Mall, Suite 2060 · Sacramento, CA 95814 · (916) 405-9140 · Financial planningCRD 288593 · % of assets, Hourly charges, Fixed fees · $561.3 million AUMSEC registeredNo commissions reportedTrue Wave Financial Planners1545 River Park Drive,, Suite 401 · Sacramento, CA 95815 · (916) 921-9220 · Financial planningCRD 130163 · % of assets, Hourly charges, Fixed fees · $456.5 million AUMSEC registeredNo commissions reportedTwin Rivers Wealth Management1783 Tribute Rd., Suite D · Sacramento, CA 95815 · (916) 545-2581 · Financial planningCRD 305773 · % of assets, Hourly charges, Fixed fees · $121.5 million AUMSEC registeredNo commissions reported