Fee only financial advisors in Westlake Village, California: hourly and flat fee prices

20 registered advisers based in Westlake Village offer financial planning for an hourly, fixed or subscription fee, with no commissions.

10 of the 20 fee only firms based in Westlake Village publish dollar fees. Their median hourly rate is $375 and their median flat or project fee is $2,375. Updated October 2026.

What advisors in Westlake Village charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$375/hr$300⁠-⁠$500/hr8 firms
Flat or project fee$2,375$1,750⁠-⁠$10,1004 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Westlake Village and their published fees

10 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Brooks Wealth Management$250/hr$199⁠-⁠$20,000$5,000⁠-⁠$20,000/yr
Fischer Investment Strategies, LLC$350/hrNot publishedNot published
Haven Capital Group$200⁠-⁠$750/hrNot published$5,000/yr
Kate Capital Group$300/hrNot publishedNot published
Lone Peak Asset Management, Inc.Not published$1,000⁠-⁠$5,000Not published
Mfac Financial Advisors, Inc.$550/hrNot publishedNot published
Sherwood Financial Partners, LLC$500/hrNot publishedNot published
Venado Investment Advisors LLC$400/hrNot publishedNot published
Village Wealth AdvisorsNot published$1,500Not published
Winters Financial Group, Inc.$250/hr$500⁠-⁠$3,000Not published
Other registered firms that don't publish dollar fees (10)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in California