Westshore Wealth fees and pricing

Financial planner in Newport Beach, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Westshore Wealth charges $250⁠-⁠$750 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$750/hr; “The negotiated hourly fee for these services is between $250 and $750.”

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

“These fees are generally negotiable and the final fee schedule is attached as Section II of the Investment Management Agreement.”
“Clients may terminate the agreement without penalty for a full refund of WW's fees within five business days of signing the Investment Management Agreement.”
“Our Retirement Plan Consulting services are billed on a fee based on the percentage of Plan assets under management.”

Its hourly rate of $250-$750 spans the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
18 of the 20 other planners in Newport Beach that publish an hourly rate charge less.

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% a year
Clients: 190
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $662,386,166
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 283843
Website: westshorewealth.com (opens in new tab)
Phone: (949) 825-7505

Is something on this page wrong or out of date?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