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Financial Advisors in Folsom, CA — Free Estimates
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As of July 2026, RatingsNearMe ranks 18 financial advisors in Folsom, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Talon Wealth Management with a 5.0-star rating from 35 Google reviews and an RNM Score of 89/100. Also in the top tier: James Slaughter – Financial Advisor and Allworth Financial. The average rating across all listed financial advisors in Folsom is 5 stars from 8 reviews per business on average.
Financial advisors in Folsom 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
Fairchild Financial Advisors
Fairchild Financial Advisors is recognized for its personalized client service and strong local reputation in Folsom.
Most Reviewed
Edward Jones - Financial Advisor: Tom A Campeau
A high review count often signals broad client experience and community trust over time.
When choosing a financial advisor in Folsom, consider both the advisor's local reputation and their responsiveness to your specific financial goals. Interview multiple advisors to ensure their services align with your needs.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from over 30 reviews in Folsom, CA.
620 Coolidge Dr #220, Folsom, CA 95630, USARated 5.0 stars from 24 reviews, this Folsom financial advisor is highly trusted.
1180 Iron Point Rd #180, Folsom, CA 95630, USAExceptional 5.0-star rating from 12 reviews, reflecting consistent client satisfaction.
340 Palladio Pkwy Suite 501, Folsom, CA 95630, USAFinancial Advisors Rankings in Folsom, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Talon Wealth Management620 Coolidge Dr #220, Folsom, CA 95630, USA | 5.0★ | 35 |
| #2 | James Slaughter – Financial Advisor1180 Iron Point Rd #180, Folsom, CA 95630, USA | 5.0★ | 24 |
| #3 | Allworth Financial340 Palladio Pkwy Suite 501, Folsom, CA 95630, USA | 5.0★ | 12 |
| #4 | Parkshore Wealth Management50 Iron Point Cir Suite 140, Folsom, CA 95630, USA | 5.0★ | 1 |
| #5 | Dachtler Wealth Management, LLC2130 E Bidwell St #100, Folsom, CA 95630, USA | 5.0★ | 1 |
| #6 | Trinity Wealth Advisors - Ameriprise Financial Services, LLC1130 Iron Point Rd #150, Folsom, CA 95630, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Erin N Drennon, CRPC™9580 Oak Ave Pkwy Ste 11, Folsom, CA 95630, USA | 5.0★ | 5 |
| #8 | Leslie Roper Day & Associates950 Glenn Dr #230, Folsom, CA 95630, USA | 5.0★ | 2 |
| #9 | Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC1130 Iron Point Rd #150, Folsom, CA 95630, USA | 5.0★ | 8 |
| #10 | Lake Tahoe Wealth Management, Inc.101 Parkshore Dr, Folsom, CA 95630, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Folsom
5.0 stars from 1 review, reflecting strong initial client satisfaction.
50 Iron Point Cir Suite 140, Folsom, CA 95630, USA
Exceptional 5.0 rating from multiple reviews for trusted financial guidance in Folsom.
2130 E Bidwell St #100, Folsom, CA 95630, USA
No reviews yet for this Folsom financial advisor; consider requesting a consultation.
1130 Iron Point Rd #150, Folsom, CA 95630, USA
Exceptional 5.0-star rating from five Google reviews.
9580 Oak Ave Pkwy Ste 11, Folsom, CA 95630, USA
Exceptional 5.0 rating from 2 Google reviews for a Folsom financial advisor.
950 Glenn Dr #230, Folsom, CA 95630, USA
5.0-star rated financial advisor in Folsom based on 8 client reviews.
1130 Iron Point Rd #150, Folsom, CA 95630, USA
Exceptional 5.0-star rating from a small number of Google reviews.
101 Parkshore Dr, Folsom, CA 95630, USA
Exceptional 5.0-star rating from 7 reviews in Folsom, California.
1180 Iron Point Rd #180, Folsom, CA 95630, USA
Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Folsom.
620 Coolidge Dr #190, Folsom, CA 95630, USA
Rated 5.0 stars based on several Google reviews.
193 Blue Ravine Rd # 130, Folsom, CA 95630, USA
No reviews yet for this Folsom financial advisor; check back later for client feedback.
1110 Iron Point Rd #160, Folsom, CA 95630, USA
5.0 stars from early clients shows exceptional financial guidance in Folsom.
1833 Iron Point Rd Ste 100, Folsom, CA 95630, USA
A Folsom financial advisor with no online reviews yet, making client feedback unavailable.
1180 Iron Point Rd #180, Folsom, CA 95630, USA
Exceptional 5.0-star rating from one glowing Google review in Folsom.
600 Coolidge Dr # 185, Folsom, CA 95630, USA
5.0-star rating from 16 Google reviews, reflecting consistently exceptional client feedback.
1568 Creekside Dr Suite 204, Folsom, CA 95630, USA
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Financial Advisors in Folsom, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Talon Wealth Management | 89/100 | 5.0 ★ | 35 |
| 2 | James Slaughter – Financial Advisor | 87/100 | 5.0 ★ | 24 |
| 3 | Allworth Financial | 84/100 | 5.0 ★ | 12 |
| 4 | Parkshore Wealth Management | 74/100 | 5.0 ★ | 1 |
| 5 | Dachtler Wealth Management, LLC | 74/100 | 5.0 ★ | 1 |
| 6 | Trinity Wealth Advisors - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Erin N Drennon, CRPC™ | 71/100 | 5.0 ★ | 5 |
| 8 | Leslie Roper Day & Associates | 76/100 | 5.0 ★ | 2 |
| 9 | Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC | 82/100 | 5.0 ★ | 8 |
| 10 | Lake Tahoe Wealth Management, Inc. | 76/100 | 5.0 ★ | 2 |
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 Folsom
What is a fiduciary financial advisor and why does it matter in Folsom?
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 Folsom, 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 Folsom?
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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