M'Lissa Brillhart
LifeSteps Financial · Claremont, California
M'Lissa Brillhart is a fee-only financial advisor at LifeSteps Financial in Claremont, California. M'Lissa 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 7220761 |
| Exams passed | Series 65 (2020) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.lifestepsfinancial.com |
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Questions about M'Lissa
Is M'Lissa Brillhart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: M'Lissa 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 M'Lissa charge for financial advice?
M'Lissa's firm, LifeSteps Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is M'Lissa Brillhart based?
M'Lissa Brillhart is based in Claremont, California.
What does M'Lissa specialize in?
M'Lissa's specialties include tax planning, estate & legacy planning, small business owners, real estate investors and family wealth transfer. M'Lissa works with real estate investors and multi-generational families.
Is M'Lissa Brillhart registered with the SEC?
Yes. M'Lissa Brillhart is registered as an investment adviser representative in CA (CRD 7220761), 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 M'Lissa Brillhart?
Through M'Lissa'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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