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Financial Advisors

CLERA

Financial Advisor serving Costa Mesa, California · 1 of 11 financial advisors in the area

📍 1835 NEWPORT BLVD, Costa Mesa, California
📞 +1 (661) 889-••••
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📍 1835 NEWPORT BLVD, Costa Mesa, California

About CLERA

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

Financial professionals in Costa Mesa 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 Costa Mesa

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 Costa Mesa may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Costa Mesa

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 Costa Mesa?
Financial Advisors in Costa Mesa 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 Costa Mesa?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 11 financial advisors in Costa Mesa to choose from.
Does CLERA offer free quotes?
Contact CLERA directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Costa Mesa

Check Capital Management

575, Anton Boulevard, Costa Mesa, CA, 92626

CHECK CAPITAL MANAGEMENT INC

575 ANTON BLVD, COSTA MESA, CA 92626

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

650 TOWN CENTER DRIVE, COSTA MESA, CA 92626

CLEARVIEW INVESTMENT PARTNERS, LLC

3151 AIRWAY AVENUE, COSTA MESA, CA 92626

PAN GLOBAL ADVISERS, LLC

650 TOWN CENTER DRIVE, COSTA MESA, CA 92626

LEISURE CAPITAL MANAGEMENT, INC.

650 TOWN CENTER DR.