Fee-Only Financial Planners in Folsom, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Folsom, CA:

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.

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

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

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

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

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

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, Retirement Income Planning, Investment Management, Tax Planning, Estate Preservation

It's your life and your money. We want to help you make the most of both.

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

J. Jeffrey Lambert

J. Jeffrey Lambert, CFP

Folsom, CA

Donald Bittner

J. Jeffrey Lambert, CFP

Folsom, CA

  • Refine Your Search

      Search By Zip Code or City


    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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser