Claremont Financial Group,Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personal financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, with particular emphasis on professionals, pre‑retirees and retirees. It offers standalone financial planning engagements billed on an hourly basis as well as ongoing portfolio management and implementation services.
Investment implementation is delivered largely through third‑party asset allocation platforms (notably Envestnet and Orion) and unaffiliated independent managers, while the firm retains oversight of model selection, monitoring and occasional legacy holdings for tax or strategic reasons. Portfolios may use strategic and tactical asset allocation, treat cash as a strategic asset, and are generally managed under discretionary authority consistent with the firm’s stated fiduciary obligations.
Distinctive features include a change in firm ownership in mid‑2025 and a relatively small advisory team that mandates use of the platform custodial arrangements (the firm requires accounts be held at the designated custodian and platform providers for implementation). The brochure also discloses that some advisors perform commissionable brokerage or insurance activities through separate registrations and firms, which the firm identifies as a potential conflict of interest while noting clients are not required to engage those services.
Client services
Expertise
Occupation focus
Demographic focus
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 advisory persons are registered representatives earning commissions for securities transactions and insurance sales separate from advisory fees.
Financial planning services charged at hourly rates: $250/hour for Owner, $100/hour for Senior Associate, $75/hour for Paraplanner, $30/hour for Clerical.
Account minimum: $5,000
Main office
464 North Indian Hill Blvd.
Claremont CA 91711-4650
Advisors at this office
1
Most active in
Arizona · California · Illinois · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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