Village Wealth Advisors fees and pricing
Financial planner in Westlake Village, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 18, 2026, Village Wealth Advisors charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“(i) a $2,500 onboarding fee and thereafter the above fee schedule will apply; or (ii) an ongoing fixed fee of $1,500 paid Village Wealth Advisors Form ADV Part 2 - 2026 Page 8 of 38 quarterly in advance, whichever is greater.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Village Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships.”
- “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
- “Payment is due upon delivery of our invoice, which coincides with the presentation of your plan.”
How Village Wealth Advisors’ fees compare
- Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in Westlake Village that publish a flat or project fee charge less.
About Village Wealth Advisors
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 240
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $257,908,095
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296866
- Phone
- (805) 603-4960
Can advise clients in 15 states: Arizona, California, Colorado, Florida, Idaho, Kansas, Massachusetts, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Texas, Washington
Other planners in Westlake Village that publish fees
- Brooks Wealth ManagementWestlake Village$250/hr, $199-$20,000
- Fischer Investment Strategies, LLCWestlake Village$350/hr
- Haven Capital GroupWestlake Village$200-$750/hr, $5,000/yr
- Kate Capital GroupWestlake Village$300/hr
- Lone Peak Asset Management, Inc.Westlake Village$1,000-$5,000
- Mfac Financial Advisors, Inc.Westlake Village$550/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.