A complete list of active advisors currently associated with Royce Wealth Management LLC
Warmer can help you find a great advisor at Royce Wealth Management LLC or one who fits your needs even better.
Royce Wealth Management LLC provides fee‑only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non‑discretionary investment supervisory services, financial plans tailored to client circumstances, and may recommend third‑party managers; the brochure notes the firm had not yet begun managing client assets as of its filing. The firm constructs portfolios from individual equities, fixed income, ETFs, mutual funds, money market funds and, for qualified clients, alternative investments, using both fundamental and technical analysis with a long‑term orientation and tactical adjustments as warranted. Royce charges asset‑based advisory fees common to independent advisors and discloses that margined assets are included in fee calculations; it also recommends Altruist as its custodian and receives institutional platform, technology, and operational benefits from that relationship. Royce’s profile is notable for its affiliation with accounting services: the managing member is a licensed CPA who is employed full‑time at a separate accounting firm and also owns Royce Advisors, which may offer accounting services to clients (clients are not required to use those services and the relationship is disclosed as a potential conflict). The firm is not a solo practitioner (it lists two owners), maintains no account minimum, and provides fixed‑fee financial planning alongside its asset‑based advisory services, which differentiates its operational setup from many small independents.
To learn more about the advisors currently working at Royce Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sacramento, CA
| 0
|
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)