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Financial Advisors

Point Equity

Financial Advisor serving Roseville, California · 1 of 14 financial advisors in the area

📍 3001, Douglas Boulevard, Roseville, CA, 95661
📞 +1-916-248-••••
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📍 3001, Douglas Boulevard, Roseville, CA, 95661

About Point Equity

Point Equity is a financial advisor located in Roseville, California. As a local financial advisor, they serve Roseville and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Roseville should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Roseville

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Roseville may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Roseville

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Roseville?
Financial Advisors in Roseville typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Roseville?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 14 financial advisors in Roseville to choose from.
Does Point Equity offer free quotes?
Contact Point Equity directly to ask about free estimates. You can also request a quote through ProHorizon.

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WE ALLIANCE WEALTH ADVISORS, INC.

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STAINES FINANCIAL, LLC

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BULMAN WEALTH GROUP

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PINNACLE WEALTH MANAGEMENT, LLC

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