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Financial Advisors

Old Town Mortgage

Financial Advisor serving Monrovia, California · 1 of 3 financial advisors in the area

📍 50, West Lemon Avenue, Monrovia, CA
📞 +1-626-303-••••
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📍 50, West Lemon Avenue, Monrovia, CA

About Old Town Mortgage

Old Town Mortgage is a financial advisor located in Monrovia, California. As a local financial advisor, they serve Monrovia and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Monrovia 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 Monrovia

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

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✅ Tips for Hiring Financial Advisors in Monrovia

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 Monrovia?
Financial Advisors in Monrovia 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 Monrovia?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Monrovia to choose from.
Does Old Town Mortgage offer free quotes?
Contact Old Town Mortgage directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Monrovia

O'CONNOR WEALTH MANAGEMENT, INC.

139 E. COLORADO BLVD, MONROVIA, CA 91016

TRANSGLOBAL ADVISORY, LLC

185 W CHESTNUT AVE, MONROVIA, CA 91016