Fee-Only Financial Advisors in Folsom, CA

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Folsom, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Folsom, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Charles Ho

CFP®

Legacy Builders Financial

Folsom, CA

Specialties: Comprehensive Financial Planning, Financial Coaching, Retirement Income Planning, Investment Management

Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country

I can work with clients anywhere!

Matthew R. Etzler

CFP®, CRC®, CRPS®, ChFEBC℠

Etzler Financial Advisors, LLC

Red Bluff, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning

Advice-only, flat-fee fiduciary financial planner serving individuals and families locally and virtually across the country.

Gerald Gasber

CFP®, CFS, CIMC®, CIMA®, CPFA

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Personal Financial Planning, Retirement Income Planning, College Education Planning, Low Cost Evidence Based Investment Management, Tax Aware Investment Management, Sustainability Investing

Fee-Only Financial Advisor Serving the Sacramento, CA Area

Rachael Burns

CFP®, CDFA®, MBA

True Worth Financial Planning

Folsom, CA

Specialties: Comprehensive Financial Planning, Divorce Planning, Budgeting & Cash Flow, Investment Management, College Education Planning, Tax Planning, Retirement Planning, Insurance Needs Analysis, Employer Benefits

Fee-Only financial planner located in Folsom, California, serving clients virtually all across the country

Karen Miller

CFP®, CPFA

Gasber Financial Advisors, Inc.

Folsom, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning

Located in Folsom, CA, serving clients across the country

I can work with clients anywhere!

Grant Bledsoe

CFP®, CFA®, CEPA, AIF

Three Oaks Wealth

Gold River, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

Ethan Green

CFP®

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming, Tax Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country

Debbie Grose

CFP®

Lake Tahoe Wealth Management, Inc.

Folsom, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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