Guo Liu
Stone Steps Financial · Alhambra, California
Guo Liu is a fee-only financial advisor at Stone Steps Financial in Alhambra, California, who holds the CFP credential. Stone Steps Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stone Steps Financial |
|---|---|
| Based in | Alhambra, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $146.6M across 613 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7558840 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.stonestepsfinancial.com |
How Guo's firm compares
- Stone Steps Financial's average account is about $239,000, from its Form ADV (assets managed divided by 613 accounts).
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Questions about Guo
Is Guo Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guo holds no broker registration, and Stone Steps Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guo charge for financial advice?
Guo's firm, Stone Steps Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Guo Liu based?
Guo Liu is based in Alhambra, California.
What credentials does Guo Liu hold?
Guo Liu holds the CFP credential.
Is Guo Liu registered with the SEC?
Yes. Guo Liu is registered as an investment adviser representative in CA (CRD 7558840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stone Steps Financial manage?
Stone Steps Financial reports $146.6M across 613 accounts in assets under management.
How do I contact Guo Liu?
Through Guo's website, www.stonestepsfinancial.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
- 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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