Lifesteps Financial fees and pricing
Financial planner in Claremont, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Lifesteps Financial charges an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $6,000/yr
“The minimum fee for this service is $6,000 annually, which is negotiable at LifeSteps’ discretion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lifesteps Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “LifeSteps Financial, Inc. 8 Part 2A Brochure Bill Payment and Reconciliation Service LifeSteps facilitates payment of our billpay clients’ monthly bills and obligations.”
- “We obtain the client’s consent verbally or via email before paying any bills, especially any that are new or unfamiliar to our firm.”
- “We make bill payments via check or electronic transfer at the client’s discretion.”
How Lifesteps Financial’s fees compare
- Its annual fee of $6,000 is below the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.
About Lifesteps Financial
“LifeSteps offers investment advisory and financial planning services to individuals, families, trusts, and businesses.”
- Firm size: 9 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 669
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $442,723,496
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153852
- Phone
- (909) 267-3770
Can advise clients in 7 states: Alabama, Arizona, California, Kansas, Missouri, Tennessee, Texas
Other planners in Claremont that publish fees
- Evermont WealthClaremont$250-$1,850/hr
- Financial Designs CorporationClaremont$600/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.