Claremont Financial Group,Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$139,231,689
Clients
275
13% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
275
Very HighAverage account size
$506,297
About
Claremont Financial Group provides personal financial planning and investment management to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, with particular attention to professionals, pre‑retirees and retirees. The firm offers written financial plans and ongoing planning support, and implements recommendations through third‑party asset allocation programs and independent managers.
CFG typically implements client portfolios using third‑party platforms (Envestnet and Orion) and model portfolios, employing strategic and tactical asset allocation, cash management, and long‑term holding with periodic rebalancing and quarterly reviews. The firm manages most assets on a discretionary basis and requires clients to use custodian and platform arrangements selected by the firm, with platform custody and execution arranged through the firm’s chosen broker‑dealer relationships.
Compared with many small advisory firms, CFG operates with a single investment professional overseeing roughly $140 million in client assets across several hundred client relationships, a combination that implies a relatively high client load per advisor. The firm’s brochure discloses that the lead advisor also conducts separate broker‑dealer and insurance activities (and that the firm recently changed ownership and has disclosed practices around standing letters of authorization), items prospective clients may wish to review for potential conflicts of interest and operational procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Wealth management
Occupation focus
Executive
Demographic focus
Approaching retirement
Retired
Established Professionals
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Certain associated persons are registered representatives of a broker-dealer and may earn commissions for securities and insurance sales separate from advisory fees.
Financial planning services hourly rates: $250/hour (owner), $100/hour (senior associate), $75/hour (paraplanner), $30/hour (clerical); negotiable.
Account minimum: $5,000 Fee-only: Financial planning charged hourly at $250/hour for owner, $100/hour for senior associate, $75/hour for paraplanner, $30/hour for clerical; fees negotiable and may be waived or reduced.
Main office location
Claremont Financial Group,Inc.
464 North Indian Hill Blvd.
Claremont CA 91711-4650, United States
Number of offices
2
Most active in
Claremont Financial Group,Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Illinois · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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