Clarion Advisors Inc.

Clarion Advisors Inc. (CRD# 131081) is a financial advisory firm headquartered in Auburn, CA. They manage $17,500,000 in 297 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $58,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clarion Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marshall Goins
CRD#: 5332818
1519 Lincoln Way, Auburn, CA 95603
104
Wealthminder
score

Clarion Advisors is a full service investment advisory firm serving the greater Sacramento CA area. No question is too small. We are available to serve you. We can be reached at (800) 748-6575 or on the web at http://clarionadvisors.com

 

Our commitment to our clients means you get unbiased advice, not sales. No hidden fees, commissions or proprietary funds to cloud our vision or create conflicts of interest. We are singularly focused on providing advice and solutions that champion your best interests.

 

Clarion Advisors is a fee-based advisor that puts the interests of the client before our own. Marshall Goins is an Investment Advisor Representative at Clarion Advisors Inc. in Auburn, CA. 

 

Regardless of what the TV commercials insinuate, the vast majority of name brand firms are technically “brokers.” This means they get paid for putting your money in products or funds that benefit the house.

 

We offer a different, unbiased approach. We support your financial health, steer progress, and act as your legal fiduciary by upholding your interests above our own

2
Robert L. Butera
CRD#: 1494863
1519 Lincoln Way, Auburn, CA 95603
90
Wealthminder
score

Robert Butera (CRD# 1494863) is an Investment Advisor Representative working at Clarion Advisors Inc. in Auburn, CA and has 1 year of experience in the finance industry. Robert Butera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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