PlannerFees

Westlake Advisors fees and pricing

Financial planner in Lakewood, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 2, 2026, Westlake Advisors charges $250 an hour and an annual fee of $2,000⁠-⁠$30,000 for financial planning.

Published fees

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

Hourly rate
$250/hr
“For certain project requests, WA may provide services under an Hourly Retainer based on a fee of $250 per hour.”
Annual fee
$2,000⁠-⁠$30,000/yr
“Open Retainer Initial Year of Open Retainer: $3,000 - $30,000 Renewal Years of Open Retainer: $2,000 - $30,000 Fees are calculated annually and payable quarterly, in advance.”

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

How Westlake Advisors bills

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

  • “At WA's discretion, fees may be paid with onehalf due at the beginning of the engagement and the remainder upon completion.”

How Westlake Advisors’ fees compare

  • Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
  • Its annual fee of $2,000-$30,000 spans the Ohio median of $5,000. 78% of the 79 other Ohio planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Westlake Advisors

“An Open Retainer provides holistic/comprehensive financial planning for a fixed annual fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and EA.
  • Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
144067
Phone
(216) 228-7864

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Is something on this page wrong or out of date?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.