Allworth Financial
47yrs
Top advisor by experience in Folsom
8yrs
Patrick McGrath
Financial advisor at Allworth Financial
Patrick McGrath is a fiduciary financial advisor in Folsom, California, with 8 years in the industry. Patrick joined Allworth Financial in 2024, a firm offering financial planning, investment management, and private fund management. Allworth Financial reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 329 advisors with offices in Folsom, and one of 282 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office340 Palladio Parkway. Suite 501, Folsom, CA 95630
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAllworth Financial, L.P.Current firm
Contact Patrick
Local office(916) 357-5287Ask for Patrick. (916) 482-2196Main office 340 Palladio Parkway. Suite 501Folsom, CA 95630Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (916) 357-5287 or the Allworth Financial main office at (916) 482-2196, and ask for Patrick McGrath.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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