Root Financial

Identity

Name
Root Financial
Formatted address
1106 2nd St #102, Encinitas, CA 92024, USA
Phone
(760) 452-0720
Website
http://www.rootfinancial.com/
Primary category
Consultant
Hours
Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Map reference
https://maps.google.com/?cid=4316747979071521959&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA

Attribute Matrix

AttributeValueSourcesLatest source dateFreshnessCitations
fiduciary_status yes 5 fresh
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
compensation_model fee_only 3 fresh
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
service_delivery_model not-established 1 fresh
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published

Self-Claims

Firm Stated Facts

  • categorized_as: Financial Advisor
    • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • categorized_as: financial advisor
    • rootfinancial.com https://rootfinancial.com/ self-published
  • categorized_as: financial advisors
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • categorized_as: financial planners
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • categorized_as: Financial Service
    • rootfinancial.com https://rootfinancial.com/advisors/ self-published
  • categorized_as: Financial Service
    • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • categorized_as: FinancialService
    • rootfinancial.com https://rootfinancial.com/process/ self-published
  • categorized_as: FinancialService
    • rootfinancial.com https://rootfinancial.com/advisors/ self-published
  • categorized_as: FinancialService
    • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • categorized_as: FinancialService
    • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • categorized_as: FinancialService
    • rootfinancial.com https://rootfinancial.com/ self-published
  • categorized_as: FinancialService
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • client_specializations: retirees
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • client_specializations: retirees
    • rootfinancial.com https://rootfinancial.com/ self-published
  • compensation_model: fee-based
    • rootfinancial.com https://rootfinancial.com/process/ self-published
  • compensation_model: fee-only
    • rootfinancial.com https://rootfinancial.com/ self-published
  • compensation_model: fee-only
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • compensation_model: fee-only
    • rootfinancial.com https://rootfinancial.com/start-here/ self-published
  • compensation_model: fee-only
    • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • fiduciary_status: fiduciary
    • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • fiduciary_status: fiduciary
    • rootfinancial.com https://rootfinancial.com/process/ self-published
  • fiduciary_status: fiduciary
    • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • fiduciary_status: fiduciary
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • fiduciary_status: fiduciary
    • rootfinancial.com https://rootfinancial.com/ self-published
  • professional_certifications: CFP
    • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • regulatory_registration: registered investment adviser (RIA)
    • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • regulatory_registration: registered investment adviser (RIA)
    • rootfinancial.com https://rootfinancial.com/ self-published
  • service_delivery_model: hybrid
    • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • service_delivery_model: hybrid
    • rootfinancial.com https://rootfinancial.com/ self-published
  • service_delivery_model: virtual only
    • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • service_delivery_model: virtual
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • services_offered: estate planning
    • rootfinancial.com https://rootfinancial.com/process/ self-published
  • services_offered: financial planning, investment management, tax planning, estate planning
    • rootfinancial.com https://rootfinancial.com/start-here/ self-published
  • services_offered: financial planning
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • services_offered: proactive tax planning, retirement planning, estate planning, insurance reviews, and investment management
    • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • services_offered: retirement planning, investment management, tax planning, estate planning, insurance review, cash flow planning
    • rootfinancial.com https://rootfinancial.com/ self-published
  • services_offered: retirement planning
    • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
  • services_offered: retirement planning
    • rootfinancial.com https://rootfinancial.com/process/ self-published
  • services_offered: retirement planning
    • rootfinancial.com https://rootfinancial.com/about/ self-published
  • services_offered: tax planning
    • rootfinancial.com https://rootfinancial.com/process/ self-published

Performance Claims

  • investment_methodology: low-cost, diversified investments like index funds and ETFs

    Self-described; not endorsed.

    • rootfinancial.com https://rootfinancial.com/faq/ self-published

Themed Claims

Claim Ledger

Predicate or attributeValueSource URLSource dateVerdictCitation
services_offered retirement planning, tax planning, investment management, estate planning https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
service_delivery_model virtual https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
compensation_model fee-only https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://privatehub.ai/rootfinancial json_ld_parsed
  • privatehub.ai https://privatehub.ai/rootfinancial independent
fiduciary_status fiduciary https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://privatehub.ai/rootfinancial json_ld_parsed
  • privatehub.ai https://privatehub.ai/rootfinancial independent
categorized_as financial advisory firm https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
client_specializations clients with portfolios of at least $1 million https://privatehub.ai/rootfinancial kept
  • privatehub.ai https://privatehub.ai/rootfinancial independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.signalhire.com/companies/root-financial-partners json_ld_parsed
  • signalhire.com https://www.signalhire.com/companies/root-financial-partners independent
established_in ae271127-e959-49d8-b995-305ba8479a06 https://www.signalhire.com/companies/root-financial-partners kept
  • signalhire.com https://www.signalhire.com/companies/root-financial-partners independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.signalhire.com/companies/root-financial-partners json_ld_parsed
  • signalhire.com https://www.signalhire.com/companies/root-financial-partners independent
years_in_practice 8 years https://www.signalhire.com/companies/root-financial-partners kept
  • signalhire.com https://www.signalhire.com/companies/root-financial-partners independent
founded_by 2515a2c1-6535-46ae-bbee-16172668c3a4 https://www.signalhire.com/companies/root-financial-partners kept
  • signalhire.com https://www.signalhire.com/companies/root-financial-partners independent
services_offered financial planning, investments, wealth management https://www.signalhire.com/companies/root-financial-partners kept
  • signalhire.com https://www.signalhire.com/companies/root-financial-partners independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://javierluque.es/root-financial/ json_ld_parsed
  • javierluque.es https://javierluque.es/root-financial/ independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://javierluque.es/root-financial/ json_ld_parsed
  • javierluque.es https://javierluque.es/root-financial/ independent
categorized_as LocalBusiness https://javierluque.es/root-financial/ json_ld_parsed
  • javierluque.es https://javierluque.es/root-financial/ independent
has_rating 4.9 https://javierluque.es/root-financial/ json_ld_parsed
  • javierluque.es https://javierluque.es/root-financial/ independent
categorized_as Financial planner https://www.cylex.us.com/solana-beach/financial%20services.html kept
  • cylex.us.com https://www.cylex.us.com/solana-beach/financial%20services.html independent
service_delivery_model virtual https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
client_specializations retirees https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
services_offered financial planning https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
compensation_model fee-only https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
categorized_as financial planners https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
categorized_as financial advisors https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
fiduciary_status fiduciary https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
services_offered retirement planning https://rootfinancial.com/about/ kept
  • rootfinancial.com https://rootfinancial.com/about/ self-published
categorized_as FinancialService https://rootfinancial.com/about/ json_ld_parsed
  • rootfinancial.com https://rootfinancial.com/about/ self-published
categorized_as FinancialService https://rootfinancial.com/advisors/ json_ld_parsed
  • rootfinancial.com https://rootfinancial.com/advisors/ self-published
categorized_as Financial Service https://rootfinancial.com/advisors/ kept
  • rootfinancial.com https://rootfinancial.com/advisors/ self-published
categorized_as Financial Advisor https://rootfinancial.com/financial-advisors/ kept
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
categorized_as Financial Service https://rootfinancial.com/financial-advisors/ kept
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
categorized_as FinancialService https://rootfinancial.com/financial-advisors/ json_ld_parsed
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
compensation_model fee-based https://rootfinancial.com/process/ kept
  • rootfinancial.com https://rootfinancial.com/process/ self-published
services_offered estate planning https://rootfinancial.com/process/ kept
  • rootfinancial.com https://rootfinancial.com/process/ self-published
categorized_as FinancialService https://rootfinancial.com/process/ json_ld_parsed
  • rootfinancial.com https://rootfinancial.com/process/ self-published
fiduciary_status fiduciary https://rootfinancial.com/process/ kept
  • rootfinancial.com https://rootfinancial.com/process/ self-published
services_offered retirement planning https://rootfinancial.com/process/ kept
  • rootfinancial.com https://rootfinancial.com/process/ self-published
services_offered tax planning https://rootfinancial.com/process/ kept
  • rootfinancial.com https://rootfinancial.com/process/ self-published
compensation_model fee-only https://rootfinancial.com/start-here/ kept
  • rootfinancial.com https://rootfinancial.com/start-here/ self-published
services_offered financial planning, investment management, tax planning, estate planning https://rootfinancial.com/start-here/ kept
  • rootfinancial.com https://rootfinancial.com/start-here/ self-published
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Fiduciary&find_loc=Encinitas%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Fiduciary&find_loc=Encinitas%2C+CA aggregated
founded_by 2515a2c1-6535-46ae-bbee-16172668c3a4 https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 aggregated
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 aggregated
services_offered financial planning, investment management https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning+Services&find_loc=Encinitas,+CA+92024 aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Financial+Services&find_loc=Encinitas,+CA+92007 kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Services&find_loc=Encinitas,+CA+92007 aggregated
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.yelp.com/search?find_desc=Wealth+Management&find_loc=Encinitas,+CA+92024 kept
  • yelp.com https://www.yelp.com/search?find_desc=Wealth+Management&find_loc=Encinitas,+CA+92024 aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Wealth+Management&find_loc=Encinitas,+CA+92024 kept
  • yelp.com https://www.yelp.com/search?find_desc=Wealth+Management&find_loc=Encinitas,+CA+92024 aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Wealth+Management&find_loc=Encinitas%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Wealth+Management&find_loc=Encinitas%2C+CA aggregated
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://learn.rootfinancialpartners.com/connect kept
services_offered proactive tax planning, retirement planning, estate planning, insurance reviews, and investment management https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
fiduciary_status fiduciary https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
regulatory_registration registered investment adviser (RIA) https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
compensation_model fee-only https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
investment_methodology low-cost, diversified investments like index funds and ETFs https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
service_delivery_model virtual only https://rootfinancial.com/faq/ kept
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 kept
  • smartadvisormatch.com https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 independent
regulatory_registration registered in the states of Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Maryland, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Texas https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 kept
  • smartadvisormatch.com https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 independent
services_offered financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 kept
  • smartadvisormatch.com https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 independent
client_specializations retail investors, high net worth investors, and pension plans https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 kept
  • smartadvisormatch.com https://smartadvisormatch.com/advisor-firm-network/washington/root-financial-partners-290289 independent
services_offered retirement planning https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk kept
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
client_specializations retirees https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk kept
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
compensation_model fee-only https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk kept
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
fiduciary_status fiduciary https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk kept
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
fiduciary_status fiduciary https://rootfinancial.com/intro/ kept
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
professional_certifications CFP https://rootfinancial.com/intro/ kept
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
categorized_as FinancialService https://rootfinancial.com/intro/ json_ld_parsed
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
service_delivery_model hybrid https://rootfinancial.com/intro/ kept
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
categorized_as Financial Advising https://www.yelp.com/biz/true-root-financial-san-francisco kept
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
client_specializations business owners and entrepreneurs https://www.yelp.com/biz/true-root-financial-san-francisco kept
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
fiduciary_status fiduciary https://www.yelp.com/biz/true-root-financial-san-francisco kept
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
compensation_model fee-only https://www.yelp.com/biz/true-root-financial-san-francisco kept
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://local.yahoo.com/info-210803848-root-financial-partners-encinitas kept
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
categorized_as Financial Consulting https://local.yahoo.com/info-210803848-root-financial-partners-encinitas kept
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
services_offered retirement planning https://local.yahoo.com/info-210803848-root-financial-partners-encinitas kept
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
services_offered Wealth Management, Retirement Planner, Investing https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 kept
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
fiduciary_status Fiduciary https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 kept
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 kept
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
categorized_as Financial Advising https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 kept
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.expertise.com/finance/financial-advisors/california/encinitas json_ld_parsed
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
featured_on 81568260-7237-4188-8e39-9446485f888d https://www.expertise.com/finance/financial-advisors/california/encinitas kept
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
categorized_as LocalBusiness https://www.expertise.com/finance/financial-advisors/california/encinitas json_ld_parsed
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
has_rating 5 https://www.expertise.com/finance/financial-advisors/california/encinitas json_ld_parsed
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
services_offered retirement planning https://www.expertise.com/finance/financial-advisors/california/encinitas kept
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
has_review_count 51 https://www.expertise.com/finance/financial-advisors/california/encinitas json_ld_parsed
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.expertise.com/finance/financial-advisors/california/encinitas json_ld_parsed
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
categorized_as financial advisors https://www.facebook.com/rootfinancialpartners/ kept
  • facebook.com https://www.facebook.com/rootfinancialpartners/ independent
categorized_as Financial Planner https://www.facebook.com/rootfinancialpartners/ kept
  • facebook.com https://www.facebook.com/rootfinancialpartners/ independent
services_offered retirement planning, investment management, tax planning, and estate planning https://www.mapquest.com/us/california/root-financial-partners-379424230 kept
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.mapquest.com/us/california/root-financial-partners-379424230 kept
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
fiduciary_status prioritize their clients' best interests https://www.mapquest.com/us/california/root-financial-partners-379424230 kept
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.mapquest.com/us/california/root-financial-partners-379424230 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
regulatory_registration registered investment advisors https://www.mapquest.com/us/california/root-financial-partners-379424230 kept
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
categorized_as LocalBusiness https://www.mapquest.com/us/california/root-financial-partners-379424230 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.mapquest.com/us/california/root-financial-partners-379424230 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
services_offered retirement planning https://www.rootfinancial.com/meet/ kept
  • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.rootfinancial.com/meet/ kept
  • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
fiduciary_status Fiduciary https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
services_offered Wealth Management, Retirement Planner, Investing https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
categorized_as Financial Advising https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
established_in 2b46a36e-fa03-4982-b066-1106d957f232 https://advisorsearch.org/rias/root-financial-partners-290289 kept
  • advisorsearch.org https://advisorsearch.org/rias/root-financial-partners-290289 independent
services_offered investment advisory services https://advisorsearch.org/rias/root-financial-partners-290289 kept
  • advisorsearch.org https://advisorsearch.org/rias/root-financial-partners-290289 independent
located_in d8b75800-c783-4e86-a0f7-0b404ab0f176 https://advisorsearch.org/rias/root-financial-partners-290289 kept
  • advisorsearch.org https://advisorsearch.org/rias/root-financial-partners-290289 independent
categorized_as financial advisory firm https://advisorsearch.org/rias/root-financial-partners-290289 kept
  • advisorsearch.org https://advisorsearch.org/rias/root-financial-partners-290289 independent
compensation_model fee-only https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
client_specializations retirees https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
services_offered retirement planning, investment management, tax planning, estate planning, insurance review, cash flow planning https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
categorized_as financial advisor https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
categorized_as FinancialService https://rootfinancial.com/ json_ld_parsed
  • rootfinancial.com https://rootfinancial.com/ self-published
regulatory_registration registered investment adviser (RIA) https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
fiduciary_status fiduciary https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
service_delivery_model hybrid https://rootfinancial.com/ kept
  • rootfinancial.com https://rootfinancial.com/ self-published
professional_certifications CFP https://www.linkedin.com/in/aritaublieb kept
  • linkedin.com https://www.linkedin.com/in/aritaublieb independent
services_offered financial planning, including budgeting, retirement strategies and tax management https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity kept
  • wealthmanagement.com https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity independent
founded_by 2515a2c1-6535-46ae-bbee-16172668c3a4 https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity kept
  • wealthmanagement.com https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity independent
client_specializations high-net-worth individuals https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity kept
  • wealthmanagement.com https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity independent
featured_on 1b138831-c35c-4a8c-a304-d3a6816935ba https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity kept
  • wealthmanagement.com https://www.wealthmanagement.com/ria-edge/ria-edge-100-how-root-financial-found-growth-through-simplicity independent
client_specializations next generation of successful professionals and entrepreneurs https://www.yelp.com/biz/root-financial-partners-encinitas kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
established_in ae271127-e959-49d8-b995-305ba8479a06 https://www.yelp.com/biz/root-financial-partners-encinitas kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.yelp.com/biz/root-financial-partners-encinitas kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
fiduciary_status Fiduciary https://www.yelp.com/biz/root-financial-partners-encinitas kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
services_offered Wealth Management, Investing, Retirement Planner https://www.yelp.com/biz/root-financial-partners-encinitas kept
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated

Credentials

What We Do Not Know

Methodology

Source count
8
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published
  • rootfinancial.com https://rootfinancial.com/about/ self-published
  • rootfinancial.com https://rootfinancial.com/advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • rootfinancial.com https://rootfinancial.com/process/ self-published
  • rootfinancial.com https://rootfinancial.com/start-here/ self-published
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
  • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
Data refreshed
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published
  • rootfinancial.com https://rootfinancial.com/about/ self-published
  • rootfinancial.com https://rootfinancial.com/advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • rootfinancial.com https://rootfinancial.com/process/ self-published
  • rootfinancial.com https://rootfinancial.com/start-here/ self-published
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
  • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
Source classes
aggregator (aggregated), business_website (self-published), independent_editorial (independent)
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published
  • rootfinancial.com https://rootfinancial.com/about/ self-published
  • rootfinancial.com https://rootfinancial.com/advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • rootfinancial.com https://rootfinancial.com/process/ self-published
  • rootfinancial.com https://rootfinancial.com/start-here/ self-published
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
  • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated
Synthesis run at
  • local.yahoo.com https://local.yahoo.com/info-210803848-root-financial-partners-encinitas independent
  • m.yelp.com https://m.yelp.com/biz/root-financial-partners-solana-beach?start=5 independent
  • privatehub.ai https://privatehub.ai/rootfinancial independent
  • rootfinancial.com https://rootfinancial.com/ self-published
  • rootfinancial.com https://rootfinancial.com/about/ self-published
  • rootfinancial.com https://rootfinancial.com/advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/faq/ self-published
  • rootfinancial.com https://rootfinancial.com/financial-advisors/ self-published
  • rootfinancial.com https://rootfinancial.com/intro/ self-published
  • rootfinancial.com https://rootfinancial.com/process/ self-published
  • rootfinancial.com https://rootfinancial.com/start-here/ self-published
  • tracxn.com https://tracxn.com/d/companies/rootfinancial/__495isDYwd7ErTnfjHyolX-FeRM8zxNRoJvwSrJue4zk independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/encinitas independent
  • mapquest.com https://www.mapquest.com/us/california/root-financial-partners-379424230 independent
  • rootfinancial.com https://www.rootfinancial.com/meet/ self-published
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas aggregated
  • yelp.com https://www.yelp.com/biz/root-financial-partners-encinitas?start=10 aggregated
  • yelp.com https://www.yelp.com/biz/true-root-financial-san-francisco aggregated