West Grove Wealth fees
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 19, 2026, West Grove Wealth (Los Angeles, CA) charges $300 an hour, a flat or project fee of $3,500-$6,500, and a monthly fee of $250-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Los Angeles median of $300; 50% of the 20 other planners in Los Angeles that publish an hourly rate charge less. Matches the California median of $300; 42% of the 524 other planners in California charge less.
“Our hourly rate is $300.”
- Flat or project fee
- $3,500-
$6,500 Runs from below the Los Angeles median of $5,000 to above it. Runs from below the California median of $5,000 to above it.
“Fixed fee rates range from $3,500 to $6,500.”
- Monthly fee
- $250-
$500/mo “Fees are paid monthly in advance, ranging from $250 to $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How West Grove Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About West Grove Wealth
- Principal: Robin Westlund
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 19, 2026
- CRD number
- 343908 (opens in new tab)
- Phone
- (617) 230-4720
Other planners in Los Angeles that publish fees
- Derderian Wealth Management, LLCLos AngelesFlat $1,500-$3,500
- Loam AdvisoryLos AngelesFlat $1,000-$10,000, Quarterly $1,000-$10,000/qtr
- Indigo Private WealthLos AngelesHourly $500/hr, Flat $1,000-$10,000
- Odyssey Financial Services LLCLos AngelesHourly $75/hr
- Ades Investment Counsel, Inc.Los AngelesHourly $300/hr, Flat $300-$5,000
- IFC Advisors LLCLos AngelesFlat $25,000
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.