Best Financial Planners in Roseville, CA

Looking for a financial planner in Roseville, CA? We track 83 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.

Top Financial Planners in Roseville

1

Merrill Lynch Financial Advisor Ryan J. Rainbolt Unclaimed

2998 Douglas Blvd #290, Roseville, CA 95661, Roseville, CA
2

CLELAND, DARRELL AGT Unclaimed

1420 ROCKY RIDGE DR STE 200, ROSEVILLE, CA
3

ADLER, ANGELA Unclaimed

1420 ROCKY RIDGE DR STE 200, ROSEVILLE, CA
4

Integral Financial Management Unclaimed

2390 Professional Dr, Roseville, Ca 95661, Roseville, CA
5

DORIA, KABLE Unclaimed

1420 ROCKY RIDGE DR STE 200, ROSEVILLE, CA
6

BULMAN WEALTH GROUP Unclaimed

3400 Douglas Blvd Suite 150, Roseville, CA 95661, Roseville, CA
7

Dan Koch Raymond James Unclaimed

2200 Douglas Blvd #150B, Roseville, Ca 95661, Roseville, CA
8

Flaherty Capital Markets LLC Unclaimed

3721 Douglas Blvd # 350, Roseville, CA 95661, Roseville, CA
9

Fidelity Investments Unclaimed

1220 Roseville Pkwy #100, Roseville, CA 95678, Roseville, CA
10

Baird Private Wealth Management Unclaimed

1400 Rocky Ridge Dr #250, Roseville, CA 95661, Roseville, CA
11

Merrill Lynch Financial Advisor Michael R Carter Unclaimed

2998 Douglas Blvd #290, Roseville, CA 95661, Roseville, CA
12

Financial Solutions Network Unclaimed

1478 Stone Point Dr, Roseville, CA 95661, Roseville, CA
13

Ameritas Investment Corporation Unclaimed

2530 Douglas Blvd, Roseville, CA 95661, Roseville, CA
14

SteadyBridge Financial Group - Ameriprise Financial Services, LLC Unclaimed

1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, Roseville, CA
15

401 K Engineers Unclaimed

1227 Pleasant Grove Blvd #200, Roseville, Ca 95678, Roseville, CA
16

Retirement Wealth Advisors Inc John F Campaigne Jr Unclaimed

1504 Eureka Rd Ste 210, Roseville, Ca 95661, Roseville, CA
17

Chester And Associates Inc Unclaimed

2380 Professional Dr, Roseville, Ca 95661, Roseville, CA
20

Lewis John Unclaimed

1478 Stone Point Dr, Roseville, Ca 95661, Roseville, CA

How to choose a financial planner in Roseville

  • Prefer a fee-only fiduciary who must act in your interest.
  • Confirm CFP certification and a clean regulatory record.
  • Ask exactly how they're compensated.
  • Make sure their specialty matches your goals.

Typical financial planner costs in Roseville

In Roseville, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.

Frequently asked questions

How many financial planners are there in Roseville, CA?

1Network currently lists 83 financial planners in Roseville, CA. You can compare their reviews, contact details, and services on this page.

How much does a financial planner cost in Roseville?

Financial planners in Roseville, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.

What is a fiduciary financial planner?

A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Roseville to avoid commission conflicts.

How do I choose a financial planner in Roseville?

Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 83 financial planners in Roseville, CA.