Low Cost · Elk Grove
Cheap Financial Advisors in Elk Grove, CA — Best Prices
Compare financial advisors prices in Elk Grove to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Elk Grove, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Tower Bridge Financial and Insurance Solutions Inc with a 4.9-star rating from 111 Google reviews and an RNM Score of 94/100. Also in the top tier: AD Fiduciary Inc. and Edward Jones - Financial Advisor: Kelly J Shultz. The average rating across all listed financial advisors in Elk Grove is 4.8 stars from 13 reviews per business on average.
Financial advisors in Elk Grove typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Frank Avila, Wealth Advisor - Eagle Strategies
Frank Avila stands out as a top-ranked wealth advisor affiliated with Eagle Strategies, offering personalized financial planning and investment management with a strong reputation in Elk Grove.
Most Reviewed
Edward Jones - Financial Advisor: Vidal Velez, CRPC™
A higher number of reviews often indicates a larger client base and greater community trust, which can be reassuring when selecting a financial advisor.
When choosing a financial advisor in Elk Grove, consider scheduling initial consultations with multiple advisors to compare their services, fee structures, and communication styles. Always verify credentials and check for any disciplinary history through FINRA's BrokerCheck.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a flawless 4.9-star average rating.
9300 W Stockton Blvd #210, Elk Grove, CA 95758, USARated 4.7 stars from 12 Google reviews, offering trusted financial guidance in Elk Grove.
2228 Longport Ct #100, Elk Grove, CA 95758, USARated 5.0 stars from 12 Google reviews by clients in Elk Grove.
9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758, USAFinancial Advisors Rankings in Elk Grove, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Tower Bridge Financial and Insurance Solutions Inc9300 W Stockton Blvd #210, Elk Grove, CA 95758, USA | 4.9★ | 111 |
| #2 | AD Fiduciary Inc.2228 Longport Ct #100, Elk Grove, CA 95758, USA | 4.7★ | 12 |
| #3 | Edward Jones - Financial Advisor: Kelly J Shultz9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758, USA | 5.0★ | 12 |
| #4 | Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC9245 Laguna Springs Dr #200, Elk Grove, CA 95758, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Mark A Thomas2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA | — | — |
| #6 | Justin Elliott - Financial Advisor, Ameriprise Financial Services, LLC9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA | — | — |
| #7 | U.S. Bancorp Advisors - Financial Advisors: Alejandro Garcia5000 Laguna Blvd, Elk Grove, CA 95758, USA | — | — |
| #8 | Frank Avila, Wealth Advisor - Eagle Strategies9280 W Stockton Blvd # 200, Elk Grove, CA 95758, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Cliff G Xu, CRPC™9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA | 5.0★ | 1 |
| #10 | Tido Financial Inc9295 E Stockton Blvd #20, Elk Grove, CA 95624, USA | 3.9★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Elk Grove
No reviews yet for this Elk Grove financial advisor.
9245 Laguna Springs Dr #200, Elk Grove, CA 95758, USA
This advisor has not yet received any Google reviews or ratings.
2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA
No reviews yet; contact this Elk Grove financial advisor to learn about their services.
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
A local financial advisor in Elk Grove with no online reviews yet.
5000 Laguna Blvd, Elk Grove, CA 95758, USA
Rated 5.0 stars from 2 reviews, offering financial guidance in Elk Grove.
9280 W Stockton Blvd # 200, Elk Grove, CA 95758, USA
5.0 stars from multiple reviews, reflecting exceptional client satisfaction in Elk Grove.
9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA
Mixed 3.9-star rating from 11 reviews in Elk Grove, CA.
9295 E Stockton Blvd #20, Elk Grove, CA 95624, USA
Exceptional 5.0-star rating from four Google reviews.
SFS Department, 9312 Elk Grove Blvd, Elk Grove, CA 95624, USA
Rated 4.5 stars from 2 Google reviews, providing local financial guidance.
9355 E Stockton Blvd, Elk Grove, CA 95624, USA
Rated 5.0 stars by customers in Elk Grove, with a handful of reviews.
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
8788 Elk Grove Blvd B, Suite H, Elk Grove, CA 95624, USA
Financial advisor in Elk Grove with no customer reviews yet on Google.
9245 Laguna Springs Dr Suite 200, Elk Grove, CA 95758, USA
New to Google reviews, this Elk Grove financial advisor has no ratings yet.
5000 Laguna Blvd, Elk Grove, CA 95758, USA
Top-rated financial advisor in Elk Grove with a perfect 5.0-star rating from clients.
9245 Laguna Springs Dr Suite 115, Elk Grove, CA 95758, USA
Rated 5.0 stars from two reviews, offering trusted financial guidance in Elk Grove.
9075 Elk Grove Blvd Suite 140, Elk Grove, CA 95624, USA
A 5.0-star rating from 4 Google reviews reflects exceptional client satisfaction.
2230 Longport Ct Unit 120, Elk Grove, CA 95758, USA
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Financial Advisors in Elk Grove, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Tower Bridge Financial and Insurance Solutions Inc | 94/100 | 4.9 ★ | 111 |
| 2 | AD Fiduciary Inc. | 79/100 | 4.7 ★ | 12 |
| 3 | Edward Jones - Financial Advisor: Kelly J Shultz | 76/100 | 5.0 ★ | 12 |
| 4 | Ryan Mason - Financial Advisor, Ameriprise Financial Services, LLC | 7/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Mark A Thomas | 7/100 | — | 0 |
| 6 | Justin Elliott - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 7 | U.S. Bancorp Advisors - Financial Advisors: Alejandro Garcia | 15/100 | — | 0 |
| 8 | Frank Avila, Wealth Advisor - Eagle Strategies | 68/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Cliff G Xu, CRPC™ | 65/100 | 5.0 ★ | 1 |
| 10 | Tido Financial Inc | 65/100 | 3.9 ★ | 11 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Elk Grove
What is a fiduciary financial advisor and why does it matter in Elk Grove?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Elk Grove, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Elk Grove?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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