Merrill Lynch Wealth Management

Name: Merrill Lynch Wealth Management
Address: 901, Via Piemonte, Ontario, CA, 91764, ontario, CA, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Ontario, California · 1 of 2 financial advisors in the area

📍 901, Via Piemonte, Ontario, CA, 91764

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📍 901, Via Piemonte, Ontario, CA, 91764

About Merrill Lynch Wealth Management

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

Financial professionals in Ontario 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 Ontario

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Ontario may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Ontario

✓ 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 Ontario?

Financial Advisors in Ontario 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 Ontario?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Ontario to choose from.

Does Merrill Lynch Wealth Management offer free quotes?

Contact Merrill Lynch Wealth Management directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Ontario

FALCON WEALTH PLANNING, INC.

3400 INLAND EMPIRE BLVD., ONTARIO, CA 91764