Fee-Only Financial Planners in Sacramento, 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 Sacramento, 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.

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

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

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

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

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

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

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

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

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

Susan Soesbe

MBA, EA, CFP®

Soesbe Financial

Sacramento, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Focused Financial Advice

Fee-Only, No-Robo: Real Planning For Real People℠. Proudly serving clients in the greater Sacramento area and across America - schedule a video meeting today! Please visit our website www.soesbefinancial.com for information on our services, process and transparent pricing.

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

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.

Paige Farrell

CFP®, M.A.

Endeavor Financial Planning

Sacramento, CA

Specialties: Comprehensive Financial Planning, 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.

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

Eugene Hsu

CFP®, CFS®, AIF®

Archer Pointe Wealth Management

Davis, 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

I can work with clients anywhere!

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

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

Glen Monroe

Monroe Wealth Management

Berkeley, CA

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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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