Allworth Financial, L.p.

Allworth Financial, L.P., based in Folsom, CA, is a registered investment adviser specializing in providing investment advisory services through its Wrap Fee Program. Established in 2025, the firm offers a comprehensive range of services, including financial planning, retirement plan consulting, and variable annuity sub-account management. Allworth's investment strategies are tailored to individual client goals and objectives, with a focus on diversified portfolios and risk management. Clients participating in the Wrap Fee Program pay a management fee based on the value of their accounts, with a minimum annual fee of $2,500 and a maximum fee of 1.85%. The fee covers advisory services, trade execution fees, and most transaction costs. Allworth primarily manages accounts on a discretionary basis, allowing clients to impose reasonable restrictions on their accounts if desired. The firm conducts ongoing account reviews, provides regular statements and reports to clients, and ensures open communication channels between clients and portfolio managers. Allworth maintains a Code of Ethics to uphold the highest standards of professionalism and integrity. Additionally, the firm discloses potential conflicts of interest, such as referral arrangements and compensation structures related to third-party services. Allworth Financial has no reportable disciplinary events and maintains a strong financial position to meet its commitments to clients. Clients are encouraged to review the detailed information provided in the brochure for a comprehensive understanding of the firm's services, fees, and policies.