Local Pros · Folsom
Local Financial Advisors in Folsom, CA
Locally owned and operated financial advisors serving Folsom and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Folsom, CA by verified customer ratings and review volume. The highest-rated is Talon Wealth Management with a 5.0-star rating from 35 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Talon Wealth Management
620 Coolidge Dr #220, Folsom, CA 95630, USA
James Slaughter – Financial Advisor
1180 Iron Point Rd #180, Folsom, CA 95630, USA
Allworth Financial
340 Palladio Pkwy Suite 501, Folsom, CA 95630, USA
Financial 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 | Leslie Roper Day & Associates950 Glenn Dr #230, Folsom, CA 95630, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Erin N Drennon, CRPC™9580 Oak Ave Pkwy Ste 11, Folsom, CA 95630, USA | 5.0★ | 5 |
| #6 | Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP®1568 Creekside Dr Suite 204, Folsom, CA 95630, USA | 5.0★ | 16 |
| #7 | Edward Jones - Financial Advisor: Tim Rogers600 Coolidge Dr # 185, Folsom, CA 95630, USA | 5.0★ | 1 |
| #8 | Trinity Wealth Advisors - Ameriprise Financial Services, LLC1130 Iron Point Rd #150, Folsom, CA 95630, USA | — | — |
| #9 | Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC1130 Iron Point Rd #150, Folsom, CA 95630, USA | 5.0★ | 8 |
| #10 | Sierra Ridge Advisor Group1180 Iron Point Rd #180, Folsom, CA 95630, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Folsom
Leslie Roper Day & Associates
950 Glenn Dr #230, Folsom, CA 95630, USA
Edward Jones - Financial Advisor: Erin N Drennon, CRPC™
9580 Oak Ave Pkwy Ste 11, Folsom, CA 95630, USA
Edward Jones - Financial Advisor: Chris Wilczewski, CFP®|RICP®
1568 Creekside Dr Suite 204, Folsom, CA 95630, USA
Edward Jones - Financial Advisor: Tim Rogers
600 Coolidge Dr # 185, Folsom, CA 95630, USA
Trinity Wealth Advisors - Ameriprise Financial Services, LLC
1130 Iron Point Rd #150, Folsom, CA 95630, USA
Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services, LLC
1130 Iron Point Rd #150, Folsom, CA 95630, USA
Sierra Ridge Advisor Group
1180 Iron Point Rd #180, Folsom, CA 95630, USA
Parkshore Wealth Management
50 Iron Point Cir Suite 140, Folsom, CA 95630, USA
Lake Tahoe Wealth Management, Inc.
101 Parkshore Dr, Folsom, CA 95630, USA
Capstone Financial Group
620 Coolidge Dr #190, Folsom, CA 95630, USA
Fairchild Financial Advisors
193 Blue Ravine Rd # 130, Folsom, CA 95630, USA
Financial Advisor
1110 Iron Point Rd #160, Folsom, CA 95630, USA
Edward Jones - Financial Advisor: Tom A Campeau
1833 Iron Point Rd Ste 100, Folsom, CA 95630, USA
Dachtler Wealth Management, LLC
2130 E Bidwell St #100, Folsom, CA 95630, USA
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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: May 17, 2026.
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