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Financial Advisors

LTK Wealth Management

Financial Advisor serving Milpitas, California · 1 of 5 financial advisors in the area

📍 360, Fairview Way, Milpitas, CA, 95035
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📍 360, Fairview Way, Milpitas, CA, 95035

About LTK Wealth Management

LTK Wealth Management is a financial advisor located in Milpitas, California. As a local financial advisor, they serve Milpitas and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in Milpitas 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 Milpitas

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

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✅ Tips for Hiring Financial Advisors in Milpitas

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 Milpitas?
Financial Advisors in Milpitas 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 Milpitas?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 5 financial advisors in Milpitas to choose from.
Does LTK Wealth Management offer free quotes?
Contact LTK Wealth Management directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Milpitas

Credit Advisors Council - Credit Repair San Jose

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Financial Rescue

416, South Hillview Drive, Milpitas, CA, 95035

Aditi Enterprise Group

200, Serra Way, Milpitas, CA, 95035

Mehta and Associates / MPIC

995, Montague Expressway, Milpitas, CA, 95035