Gladys Limones
LifeSteps Financial · Claremont, California
Gladys Limones is a fee-only financial advisor at LifeSteps Financial in Claremont, California. Gladys 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.
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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 2133333 |
| Exams passed | Series 63 (2002) · Series 66 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.lifestepsfinancial.com |
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Questions about Gladys
Is Gladys Limones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gladys 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 Gladys charge for financial advice?
Gladys's firm, LifeSteps Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gladys Limones based?
Gladys Limones is based in Claremont, California.
What does Gladys specialize in?
Gladys's specialties include tax planning, estate & legacy planning, small business owners, real estate investors and family wealth transfer. Gladys works with real estate investors and multi-generational families.
Is Gladys Limones registered with the SEC?
Yes. Gladys Limones is registered as an investment adviser representative in CA (CRD 2133333), 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 Gladys Limones?
Through Gladys'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.
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