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The Kelso Team - On Q Financial INC.

Financial Advisor serving Newport Beach, California · 1 of 92 financial advisors in the area

📍 1400 Newport Center Drive, Newport Beach, CA, 92660
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📍 1400 Newport Center Drive, Newport Beach, CA, 92660

About The Kelso Team - On Q Financial INC.

The Kelso Team - On Q Financial INC. is a financial advisor located in Newport Beach, California. As a local financial advisor, they serve Newport Beach and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in Newport Beach 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 Newport Beach

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 Newport Beach may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Newport Beach

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 Newport Beach?
Financial Advisors in Newport Beach 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 Newport Beach?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 92 financial advisors in Newport Beach to choose from.
Does The Kelso Team - On Q Financial INC. offer free quotes?
Contact The Kelso Team - On Q Financial INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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