Best Financial Advisors in FOLSOM, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in FOLSOM
PRUDENT INVESTOR ADVISORS, LLC
FOLSOM, CA · Since 2004
GASBER FINANCIAL ADVISORS, INC
FOLSOM, CA · Since 2011
FAIRCHILD FINANCIAL ADVISORS, INC.
FOLSOM, CA · Since 2021
ALLWORTH FINANCIAL, L.P.
FOLSOM, CA · Since 2007
DACHTLER WEALTH ADVISORS, LLC
FOLSOM, CA · Since 2025
PLANNED SOLUTIONS, INC.
FOLSOM, CA · Since 1988
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.