CA · Fair Oaks

Fiduciary advisors in Fair Oaks, CA

1 advisor with offices in Fair Oaks. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Fair Oaks

Retire 101

Fair Oaks, California

Investment Management Retirement Planning

Retire 101, based in Fair Oaks near Sacramento, is operated by Bradley V. DeHaven, a financial advisor licensed since 1983 (Series 7, 63) and holding a Series 24 Registered Principal license as of 2005, along with a California insurance license. The firm serves clients throughout Northern California and offers investment management and retirement planning, with a stated focus on income planning strategies for families. DeHaven's client base includes multi-generational households.

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Financial advisors in Fair Oaks, California

Advisors serving Fair Oaks specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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