Auburn, CA Financial Advisors and Resources



Financial Advisor Firms in Auburn, CA


SPECTRUM CAPITAL MANAGEMENT

Website

(530) 888-9000

13620 Lincoln Way
Suite 290
Auburn, CA 95603

SEC#: 801-29349
Years in Business: 34 years

HAMMER ASSET MANAGEMENT, LLC

Website

(530) 888-0999

1223 High Street, Ste B1-2

Auburn, CA 95603

SEC#: 801-37476
Years in Business: 31 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 889-1258

200 Auburn-Folsom Road
Suite 200
Auburn, CA 95603

SEC#: 801-107913
Years in Business: 5 years

COOPER FINANCIAL GROUP

Website

(805) 312-7200

200 Auburn Folsom Rd.
Suite 101
Auburn, CA 95603

SEC#: 801-61944
Years in Business: 18 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 889-1258

200 Auburn-Folsom Road
Suite 200
Auburn, CA 95603

SEC#: 801-107913
Years in Business: 5 years

DUNCAN FINANCIAL GROUP LLC

Website

(530) 906-1948

164 Maple St.
Ste. 1
Auburn, CA 95603

SEC#: 801-119284
Years in Business: 0 years

DUNCAN FINANCIAL GROUP LLC

Website

(530) 906-1948

164 Maple St.
Ste. 1
Auburn, CA 95603

SEC#: 801-119284
Years in Business: 0 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 889-1258

200 Auburn-Folsom Road
Suite 200
Auburn, CA 95603

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(530) 889-1258

200 Auburn-Folsom Road
Suite 200
Auburn, CA 95603

SEC#: 801-107913
Years in Business: 5 years


How Retirement-Friendly is Auburn, CA?

  • Population: 14,011
  • % of Population 62 Years and Over: 28.8%
  • Average Home Value: $458,400
  • Average Monthly Housing Cost: $1,252
  • Average Household Income: $86,222
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Auburn, CA Financial Advisor FAQs

Typically, financial advisors are compensated in one of two ways. The first is the commission-only model, where the advisor earns a percentage of each transaction made on behalf of clients. The second is with an asset or fee-based approach, where they charge commissions based on assets under management or per hour for advice rendered.
The financial advisor is ultimately responsible for making sure the client achieves his/her desired goal without straying too far from what is considered prudent investment techniques in order to avoid significant losses due to unforeseen events that could potentially disrupt the plan.
A good way to find a financial advisor is by asking friends, coworkers, or individuals in your community. Another option is to check online under the profile of the company and see if there are any testimonials from other people.
Yes, you do. Even if your finances are sound, a financial advisor is crucial in the event of major life changes or retirement - two events which you may never know when they will befall you. By proactively preparing for these times now instead of waiting until you experience them unprepared at some future date, not only can an advisor minimize your losses, but it can also maximize your success by helping to plan for what's coming next.