PlannerFees

Westview Investment Advisors fees and pricing

Financial planner in Burlington, Vermont. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 18, 2026, Westview Investment Advisors charges $300 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Registrant’s planning and consulting fees are negotiable but are generally assessed on an hourly rate basis of $300 per hour or on a fixed fee basis for $3,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Flat or project fee
$3,000

From the same sentence as above.

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

How Westview Investment Advisors bills

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

  • “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
  • “The Registrant shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
  • “The Registrant’s annual investment advisory fee shall be prorated and paid quarterly, in arrears, based upon the market value of the assets on the last business day of the billing quarter.”

How Westview Investment Advisors’ fees compare

  • Its hourly rate of $300 matches the Vermont median of $300. 43% of the 14 other Vermont planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Burlington that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the Vermont median of $4,375. 30% of the 10 other Vermont planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Burlington that publish a flat or project fee charge less.

About Westview Investment Advisors

“The Registrant provides discretionary and/or non-discretionary investment advisory services on a fee-only basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning

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% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
165
Employees
5
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$228,645,287
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
305655
Website
westviewinvest.com (opens in new tab)
Phone
(802) 489-5342

Can advise clients in 6 states: Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont

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