Top Financial Advisors in Sacramento, CA

300 fee-only83 CFP certifiedMedian fee: 1.25% on $500K

Top Advisors in Sacramento

Median Advisor Fee

Sacramento1.25%
National1.15%
9% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only45.2%
Includes Commission54.8%

Top Credentials

CFP83 advisors
CFA5 advisors

Frequently Asked Questions

How much does a financial advisor cost in Sacramento?

The median advisory fee in Sacramento, CA is 1.25% of assets under management. This is 9% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Sacramento?

There are 300 fee-only financial advisors in Sacramento, CA, representing 45.2% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Sacramento financial advisor?

The most common professional designation among Sacramento advisors is the CFP (Certified Financial Planner), held by 83 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 663 Financial Advisors in Sacramento, CA (2026) | TrueAdvisor