Ways to browse advisors serving Folsom, CA

Pick a specialty or descriptor to browse more advisors serving Folsom, CA.

By how they work

Type	Advisors
Large-firm	1,803
Flat-fee	1,207
Seasoned	837
Independent	472
CFP®-certified	346

By who they serve

Type	Advisors
High-net-worth	392
Baby Boomer	31

Browse by specialty

Find advisors serving Folsom, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,535
Retired	906
Executive	752
Wealth management	747
Retirement plans for business owners (SEP, solo 401k)	590
Tax-loss harvesting	553
Retirement income strategy	469
College savings (529s, UTMA, etc.)	327
Annuities	316
General retirement planning	293
Active portfolio management	284
ESG / Sustainable investing	235
Real estate investing	235
General estate planning guidance	221
Approaching retirement	199
Private / alternative investments	191
Income planning	186
HENRY (High Earners, Not Rich Yet)	184
Cash flow / budgeting	179
Charitable giving & philanthropy	171
Options & derivatives strategies	162
Mid-Career Professionals	158
Passive / index investing	138
Social Security optimization	127
Retirement withdrawal strategies	105
Business exit / sale strategy	91
Multi-generational wealth transfer	81
Business ownership considerations	75
Concentrated stock management	70
Equity compensation tax strategy	69
Divorce financial planning	65
General tax planning	46
Self-Employed	37
Planning for children with special needs	35
Business succession planning	34
Established Professionals	33
Tax strategies for small businesses	29
Financial Professional	21
Debt management	20
Life insurance needs analysis	18
Values-based investing	13
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	12
Women Professionals	12
Equity Recipients (RS/RSU, SOP, ESPP)	11
Doctor or Medical Professional	10
Factor investing / smart beta	9
Long-term care insurance	8
Business sale tax planning	6
Medicare planning	6
Business Financial Management	5
Military & Veterans	5
Professional Athlete	5
Religious/faith focused	5
Young Professionals	5
Educators, Teachers, and Academics	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support