Fiduciary advisors in Roseville, CA
11 registered advisers
Roseville is a Sacramento suburb in the Placer County growth corridor, attracting state employees and Bay Area relocators, and 11 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 91%, with 10 firms declining all forms of commission-based compensation.
BULMAN WEALTH GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$283M
Minimum--
Clients1,143
CAPITAL PLANNING ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients1,144
DCA FAMILY OFFICE, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients1
DIMENSIONS WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$139M
Minimum--
Clients359
FC360 WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$127M
Minimum--
Clients365
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$230M
Minimum--
Clients1,165
PINNACLE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$211M
Minimum--
Clients767
ST. CLAIR FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$141M
Minimum--
Clients282
STAINES FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$166M
Minimum--
Clients2
STERLING RETIREMENT GROUP OF SACRAMENTO
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$177M
Minimum--
Clients1,124
WE ALLIANCE WEALTH ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$207M
Minimum--
Clients327