Westhill Financial Advisors, Inc. fees and pricing
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 11, 2026, Westhill Financial Advisors, Inc. charges $400 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Hourly fees for financial planning or financial consultations are typically $400 per hour.”
- Flat or project fee
- $1,500-$10,000
“In certain cases, a fixed fee will be agreed to and these typically range from $1,500 – $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Westhill Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee typically ranges from $4,000 to $10,000 depending on the complexity and scope for comprehensive plans and is negotiable for limited scope plans.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
- “Estimated financial planning and financial consultation fees are paid in advance.”
How Westhill Financial Advisors, Inc.’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 10 other planners in San Rafael that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
About Westhill Financial Advisors, Inc.
“Typically, WH’s individually managed clients retain the Firm to provide comprehensive financial planning and investment management services in a single engagement.”
- Firm size: 11 employees.
- Founded: 1989 (37 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.35% a year
- Clients
- 414
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $789,441,128
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152506
- Phone
- (415) 456-2292
Can advise clients in 10 states: Arizona, California, Florida, Hawaii, New Hampshire, New York, Oregon, Texas, Virginia, Washington
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/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.