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LEWIS ASSET MANAGEMENT

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

📍 985 MORAGA RD., LAFAYETTE, CA 94549
📞 (925) 284-••••
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📍 985 MORAGA RD., LAFAYETTE, CA 94549

About LEWIS ASSET MANAGEMENT

LEWIS ASSET MANAGEMENT is a financial advisor located in Lafayette, California. As a local financial advisor, they serve Lafayette and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lafayette 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 Lafayette

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 Lafayette may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lafayette

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Frequently Asked Questions

How much does a financial advisor cost in Lafayette?
Financial Advisors in Lafayette 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 Lafayette?
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 Lafayette to choose from.
Does LEWIS ASSET MANAGEMENT offer free quotes?
Contact LEWIS ASSET MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.

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