Advisor at Allworth financial, L.P.
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Firm
Allworth financial, L.P.
Location
Folsom, CA 95630
Credentials
Series 63, Series 66
Industry experience
27 years
Erin Kincheloe is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ponder Financial Group for 19 years. Outside of her advisory role, she operates a consulting business focused on CRM operations and training. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs customized investment strategies utilizing low-cost mutual funds, ETFs, individual securities, model portfolios, and third-party managers.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
340 Palladio Pkwy., Suite 501
Folsom, CA 95630
California
Allworth Financial
2024 - Present (2 years)
Ponder Financial Group
2005 - 2024 (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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