Best Financial Advisors in FOLSOM, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$671M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in FOLSOM
#1
100
PRUDENT INVESTOR ADVISORS, LLC
FOLSOM, CA · Since 2004
$1.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
GASBER FINANCIAL ADVISORS, INC
FOLSOM, CA · Since 2011
$178M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
FAIRCHILD FINANCIAL ADVISORS, INC.
FOLSOM, CA · Since 2021
$127M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100
DACHTLER WEALTH ADVISORS, LLC
FOLSOM, CA · Since 2025
$120M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
PLANNED SOLUTIONS, INC.
FOLSOM, CA · Since 1988
$671M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
95
ALLWORTH FINANCIAL, L.P.
FOLSOM, CA · Since 2007
$33.6B AUM165 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FOLSOM?
The median advisory fee in FOLSOM, CA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.