Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for financial planning range from $200 to $250 per hour, billed monthly. Group retirement plan participant services are billed on a flat fee basis, ranging from $300 to $1,500 per account review. Employers may also be charged a fixed fee up to $2,500 for start-up costs. Lower fees may be available elsewhere.
Areas of Practice
Advisor Information
Office location
110 Blue Ravine Dr. Suite 209, Folsom, CA, 95630
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Judy is an independent insurance agent for various companies since 2019, dedicating minimal time to this activity. She is also an advisory representative for CIRA and Lane Florence, LLC, spending a significant amount of time on these investment-related roles, and a participant in Leadership Rancho Cordova.