Lamorinda Financial Planning, LLC

Lamorinda Financial Planning, LLC (CRD# 171494) is a financial advisory firm headquartered in Lafayette, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lamorinda Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Elizabeth W. McClelland
CRD#: 6346670
1062 Via Alta, Lafayette, CA 94549

Elizabeth McClelland (CRD# 6346670) is an Investment Advisor Representative working at Lamorinda Financial Planning, LLC in Lafayette, CA and has over 4 years of experience in the finance industry.

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