Eric Bergquist
LifeSteps Financial · Claremont, California
Eric Bergquist is a fee-only financial advisor at LifeSteps Financial in Claremont, California. Eric focuses on tax planning, estate & legacy planning and small business owners. LifeSteps Financial reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Eric →
Specialties
Who they serve
- Real estate investors
- Multi-generational families
Facts
| Firm | LifeSteps Financial |
|---|---|
| Based in | Claremont, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $442.7M across 1,191 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6520202 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.lifestepsfinancial.com |
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Bergquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and LifeSteps Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, LifeSteps Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Bergquist based?
Eric Bergquist is based in Claremont, California.
What does Eric specialize in?
Eric's specialties include tax planning, estate & legacy planning, small business owners, real estate investors and family wealth transfer. Eric works with real estate investors and multi-generational families.
Is Eric Bergquist registered with the SEC?
Yes. Eric Bergquist is registered as an investment adviser representative in CA (CRD 6520202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LifeSteps Financial manage?
LifeSteps Financial reports $442.7M across 1,191 accounts in assets under management.
How do I contact Eric Bergquist?
Through Eric's website, www.lifestepsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LifeSteps Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.