ALLWORTH FINANCIAL, L.P.
Folsom, CA
AUM
$33.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
916-482-2196
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, FOLSOM
11 advisers found
PRUDENT INVESTOR ADVISORS, LLC
Folsom, CA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-446-1848
PLANNED SOLUTIONS, INC.
Folsom, CA
AUM
$671.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
916-361-0100
GASBER FINANCIAL ADVISORS, INC
Folsom, CA
AUM
$177.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
916-985-2594
DACHTLER WEALTH ADVISORS, LLC
Folsom, CA
AUM
$120.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
916-933-3076
CAPITAL WEALTH PLANNERS, LLC
Folsom, CA
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-985-6000
TOR WEALTH ADVISORS, LLC
Folsom, CA
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-257-5651
MATHEWS CAPITAL MANAGEMENT
Folsom, CA
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
916-582-2823
CORLEY INVESTMENT MANAGEMENT
Folsom, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
916-248-7958
T. SHARP WEALTH MANAGEMENT
Folsom, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
916-212-1395
KIM KNOTTS, RIA
Folsom, CA
AUM
$8.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
916-932-2164
Full profileNo website