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WALLACE ADVISORY GROUP, LLC

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

📍 3658 MOUNT DIABLO BOULEVARD, LAFAYETTE, CA 94549
📞 (925) 284-••••
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📍 3658 MOUNT DIABLO BOULEVARD, LAFAYETTE, CA 94549

About WALLACE ADVISORY GROUP, LLC

WALLACE ADVISORY GROUP, LLC 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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Ask for references from recent customers

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 WALLACE ADVISORY GROUP, LLC offer free quotes?
Contact WALLACE ADVISORY GROUP, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lafayette

GARNER FINANCIAL MANAGEMENT

3620 HAPPY VALLEY ROAD, LAFAYETTE, CA 94549

GEBHARDT GROUP, INC

3390 MT. DIABLO BOULEVARD, LAFAYETTE, CA 94549

GIFFORD FONG ASSOCIATES

3658 MT. DIABLO BLVD., LAFAYETTE, CA 94549

LEWIS ASSET MANAGEMENT

985 MORAGA RD., LAFAYETTE, CA 94549

THE FOUNDATION INVESTMENT GROUP

3466 MT. DIABLO BLVD., LAFAYETTE, CA 94549

LLOYD TEVIS INVESTMENTS, LLC

3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA 94549