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
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
Daniel Andersen
CFP®
Parkshore Wealth Management
Folsom, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning
Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow - Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT
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 serving clients in the Sacramento region and across the country.
Ryan Melnyk
PhD
Manzanita Wealth Management
West Sacramento, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management and Advice, Tax Planning and Support, Estate Planning, Cash Flow Analysis and Budgeting, Debt Payoff Strategies, Benefits and Insurance Analysis
Fee-Only financial planner located in West Sacramento, CA, serving clients locally and across the country at all stages in their financial journey
Glen Monroe
CFP®
Monroe Wealth Management
San Francisco, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Stock Options
We speak tech. From RSUs and stock options to early retirement, Monroe Wealth Management delivers fee-only, fiduciary planning built exclusively for technology professionals
Matthew R. Etzler
CFP®, CRC®, CRPS™®, ChFEBC℠, CFEI®
Etzler Financial Advisors, LLC
Red Bluff, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Income & Distribution Planning, Tax Mitigation Planning, Investment Planning, Estate Planning
Fee-only fiduciary financial planner specializing in retirement income, tax-efficient planning, and real-world decision-making for individuals and families, working locally and virtually nationwide.
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!
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
Justin Waller
CFP®
Waller Financial Coaching
Chico, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
At Waller Financial Coaching, we embrace the energy and determination that defines physically active couples.
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
Tony Matheson
CFA, CFP®
Slalom Wealth Management
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
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.
Elias Young
CFP®
Fiduciary Financial Advisors
Rocklin, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Evaluating Insurance Policies, Pension Claim Strategies, Retirement 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
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)
