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Same-Day Financial Advisors in Folsom, CA
Can't wait a week? These financial advisors in Folsom offer same-day or next-day appointments. Call now to check availability.
As of June 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Folsom, CA is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in Folsom, consumers should consider factors such as credentials, experience, and fee structures.
- ✓Folsom has a range of financial advisors with diverse specialties and service offerings
- ✓Credentials like CFP® and RICP® indicate advanced training and expertise
- ✓Fees and payment models can vary, so it's important to understand an advisor's pricing
How to Choose a Financial Advisor in Folsom
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Folsom, CA area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • What services do you provide, and how are you compensated for them?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and costs
- ⚠ Unwillingness to provide references or client testimonials
In California, financial advisors must be registered with the California Department of Financial Protection and Innovation and hold the appropriate licenses, such as a Certified Financial Planner (CFP) or Registered Investment Advisor (RIA) designation. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
5★
Avg rating
8
Avg reviews
Jun 10, 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, 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 | Sierra Ridge Advisor Group1180 Iron Point Rd #180, Folsom, CA 95630, USA | 5.0★ | 7 |
| #5 | Parkshore Wealth Management50 Iron Point Cir Suite 140, Folsom, CA 95630, USA | 5.0★ | 1 |
| #6 | Lake Tahoe Wealth Management, Inc.101 Parkshore Dr, Folsom, CA 95630, USA | 5.0★ | 2 |
| #7 | Capstone Financial Group620 Coolidge Dr #190, Folsom, CA 95630, USA | 5.0★ | 2 |
| #8 | Fairchild Financial Advisors193 Blue Ravine Rd # 130, Folsom, CA 95630, USA | 5.0★ | 1 |
| #9 | Financial Advisor1110 Iron Point Rd #160, Folsom, CA 95630, USA | — | — |
| #10 | Sierra Oaks Financial Planning1180 Iron Point Rd #180, Folsom, CA 95630, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Folsom
1180 Iron Point Rd #180, Folsom, CA 95630, USA
50 Iron Point Cir Suite 140, Folsom, CA 95630, USA
101 Parkshore Dr, Folsom, CA 95630, USA
620 Coolidge Dr #190, Folsom, CA 95630, USA
193 Blue Ravine Rd # 130, Folsom, CA 95630, USA
1180 Iron Point Rd #180, Folsom, CA 95630, USA
1833 Iron Point Rd Ste 100, Folsom, CA 95630, USA
2130 E Bidwell St #100, Folsom, CA 95630, USA
1568 Creekside Dr Suite 204, Folsom, CA 95630, USA
1130 Iron Point Rd #150, Folsom, CA 95630, USA
1130 Iron Point Rd #150, Folsom, CA 95630, USA
600 Coolidge Dr # 185, Folsom, CA 95630, USA
950 Glenn Dr #230, Folsom, CA 95630, USA
9580 Oak Ave Pkwy Ste 11, 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 | Sierra Ridge Advisor Group | 81/100 | 5.0 ★ | 7 |
| 5 | Parkshore Wealth Management | 74/100 | 5.0 ★ | 1 |
| 6 | Lake Tahoe Wealth Management, Inc. | 76/100 | 5.0 ★ | 2 |
| 7 | Capstone Financial Group | 76/100 | 5.0 ★ | 2 |
| 8 | Fairchild Financial Advisors | 74/100 | 5.0 ★ | 1 |
| 9 | Financial Advisor | 3/100 | — | 0 |
| 10 | Sierra Oaks Financial Planning | 7/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 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: June 10, 2026.
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