Westface Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial consultation services are provided for an hourly fee of $300 per hour or an agreed upon fixed fee, to be paid directly by the client (i.e., such fees are not billed to your account).”

Flat or project fee

$1,500⁠-⁠$5,000

“WFA charges a fixed fee ranging from $1500 to $5000 for our financial planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Westface Financial Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are due in advance upon execution of the Client Services Agreement.”
• “One-quarter of the agreed upon fixed fee is due upon the client’s execution of the Client Services Agreement, with the remaining three-quarters due in three installments to be billed calendar quarterly, in advance, thereafter.”
• “Future financial planning services will be billed at an hourly rate of $300 with a two-hour minimum, with payment due within 20 days of invoice receipt.”

How Westface Financial Advisory’s fees compare

• Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Camas that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Washington median of $3,250. 50% of the 103 other Washington planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Camas that publish a flat or project fee charge less.

About Westface Financial Advisory

• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 years).

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

Highest asset based fee in brochure

1.5% a year

Clients

57

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,777,283

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168959

Website

westfacefinancial.com (opens in new tab)

Phone

(360) 818-7726

Can advise clients in 3 states: California, Oregon, Washington

Other planners in Camas that publish fees

• Barker Wealth Management, LLCCamas$250/hr
• Beacon Rock Wealth AdvisorsCamas$150⁠-⁠$350/hr
• Csla Financial IncCamas$200/hr, $1,000
• Hart Investment Management, LLCCamas$300/hr
• Para Wealth Advisors, Inc.Camas$450/hr
• Short Put YieldCamas$400/hr, $500

Compare all 8 planners in Camas