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LIFESTEPS FINANCIAL

Financial Advisor serving Claremont, California · 1 of 6 financial advisors in the area

📍 250 WEST FIRST STREET, CLAREMONT, CA 91711
📞 (909) 267-••••
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📍 250 WEST FIRST STREET, CLAREMONT, CA 91711

About LIFESTEPS FINANCIAL

LIFESTEPS FINANCIAL is a financial advisor located in Claremont, California. As a local financial advisor, they serve Claremont and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Claremont should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Claremont

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Claremont may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Claremont

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Claremont?
Financial Advisors in Claremont typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Claremont?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in Claremont to choose from.
Does LIFESTEPS FINANCIAL offer free quotes?
Contact LIFESTEPS FINANCIAL directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Claremont

FINANCIAL DESIGNS CORPORATION

540 W. BASELINE RD, CLAREMONT, CA 91711

CLAREMONT FINANCIAL GROUP,INC.

464 NORTH INDIAN HILL BLVD., CLAREMONT, CA 91711

GOULD ASSET MANAGEMENT LLC

341 WEST FIRST STREET, CLAREMONT, CA 91711

EVERMONT WEALTH

419 YALE AVENUE, CLAREMONT, CA 91711

LIFESTEPS FINANCIAL, INC.

250 WEST FIRST STREET