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 Sacramento, 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 Sacramento, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Daniel Andersen
CFP®
Parkshore Wealth Management
Folsom, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Harold Anderson
CFP®
Parkshore Wealth Management
Folsom, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
Michael Chamberlain
CFP®, AIF®
Chamberlain Financial Planning & Wealth Management
Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Serving Santa Cruz, Silicon Valley, Sacramento & Davis, California
Jared Tanimoto
CFP®
Ascent Wealth Advisors
Sacramento, CA
Specialties: Retirement Planning, Tax Planning, Estate Planning, Investment Management
InvestmentNews 40 Under 40 Recipient, Financial Planning Association of OC Past President, Advisorpedia Contributor
Susan Soesbe
MBA, EA, CFP®
Soesbe Financial
Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Focused Financial Advice
Fiduciary, Fee-Only, No-Robo: Real Planning For Real People℠. Proudly serving clients across America - schedule an in-person or video meeting today! Visit our website www.soesbefinancial.com for information on our services, proven process and transparent pricing.
Kevin Young
CFP®,MBA, EA
Young Wealth Management
Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner With Offices in Davis, CA and Sacramento, CA
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.
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
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.
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
Tony Matheson
CFP®
Matheson Financial Partners, LLC
Sacramento, CA
Specialties: Comprehensive Financial Planning, Investment Management, Equity Compensation, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Sacramento, CA, serving clients locally and across the country
Darien Croce
CRPC®, CRPS®, RMA®
Parallel Wealth Management
Redding, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Redding, CA, serving clients locally and across the country
Eric Figueroa
CFP®
Hesperian Wealth LLC
Folsom, CA
Specialties: Comprehensive Financial Planning, Impact & Values-Based Investing, Retirement Income Planning, College Education Planning, Insurance, Tax & Estate Planning
Fee-Only wealth manager located in Folsom, CA, serving the nation virtually
Scott M. Draper
CFP®, CPA
THRIVE Financial Planning
El Dorado Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in El Dorado Hills, CA, serving clients locally and across the country
Justin Waller
CFP®
Waller Financial Coaching
Chico, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chico, CA, serving clients locally and across the country
Paige Farrell
CFP®, M.A.
Endeavor Financial Planning
Sacramento, CA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only Financial Planner with offices in Sacramento and Davis, CA, serving clients locally and 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
Eugene Hsu
CFP®, CFS®, AIF®
Archer Pointe Wealth Management
Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Davis and Sacramento, CA, serving clients locally and across the country
Refine Your Search
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)
