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LIGHTSTONE VENTURES

Financial Advisor serving Portola Valley, California · 1 of 10 financial advisors in the area

📍 3270 ALPINE RD., Portola Valley, California
📞 650388••••
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📍 3270 ALPINE RD., Portola Valley, California

About LIGHTSTONE VENTURES

LIGHTSTONE VENTURES is a financial advisor located in Portola Valley, California. As a local financial advisor, they serve Portola Valley and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Portola Valley 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 Portola Valley

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 Portola Valley may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Portola Valley

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 Portola Valley?
Financial Advisors in Portola Valley 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 Portola Valley?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 10 financial advisors in Portola Valley to choose from.
Does LIGHTSTONE VENTURES offer free quotes?
Contact LIGHTSTONE VENTURES directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Portola Valley

WESTERN TECHNOLOGY INVESTMENT (WTI)

104 LA MESA DRIVE, PORTOLA VALLEY, CA 94028

NEXT LEGACY MANAGEMENT, LLC

3000 ALPINE RD, PORTOLA VALLEY, CA 94028

MORGENTHALER MANAGEMENT CORPORATION

3200 ALPINE ROAD

ALMAZ CAPITAL

3130 ALPINE ROAD

THEORY VENTURES MANAGEMENT, LLC

3130 ALPINE RD

LEADOUT CAPITAL MANAGEMENT, LLC

3130 ALPINE ROAD