Bulman Wealth Group- Financial Advisor Roseville, CA

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About Bulman Wealth Group

At Bulman Wealth Group, we believe managing wealth should feel empowering not overwhelming. Our team of 17 professionals, including six experienced financial advisors and national strategic partners, offers the depth of services you'd expect from a larger firm with the personal attention of a boutique practice.

We serve individuals and families nationwide with comprehensive wealth management and retirement planning solutions designed to bring clarity and peace of mind.

With decades of collective experience, we understand the complexities of financial planning. Our role is to simplify the process and help you move forward with confidence through a personalized strategy that aligns with your goals and values.

Our commitment to you includes: Comprehensive Planning: Creating retirement plans designed to adapt to changing markets. Personalized Guidance: Tailoring strategies to your unique financial priorities. Education & Engagement: Offering resources that empower you to make confident decisions. Peace of Mind & Transparency: Building lasting relationships through integrity and care. Empowering Your Future: Supporting your vision for retirement and beyond.

From retirement income planning and investment strategies to tax-efficient approaches and legacy planning, we provide a holistic process focused on both today's needs and tomorrow's opportunities.

At Bulman Wealth Group, we're more than advisorswe're your partners. Our mission is to help you turn uncertainty into clarity and pursue the retirement you've been working toward with confidence.

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General Information

Firm Start Year

2001

No. of Employees

10-19

automated call

Firm CRD#

313552

Name of Custodial Firm

Schawb and Fidelity

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

NSSA^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Firm Information

Assets Managed by Firm

250,000,000.00

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Minimum Fee Charged for Managed Accounts

Negotiable

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893126/paladinregistry-Bulman-Wealth-Group-detailed-disclosure.html

Disclaimer

Investment advisory services are offered through Bulman Wealth Group, an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the SEC, nor indicate a particular level of skill or ability. More information can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name.

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Bulman Wealth Group