Winters Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $3,000 on a fixed fee basis, and $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$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 Winters Financial Group, Inc. bills

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

• “The balance for the financial planning engagement shall be due upon completion of the project.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall generally deduct fees and/or bill clients quarterly in arrears based upon the value of the account as of the last day of the billing period.”

How Winters Financial Group, Inc.’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 7 other planners in Westlake Village that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Westlake Village that publish a flat or project fee charge less.

About Winters Financial Group, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 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

0.75% a year

Clients

244

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$252,299,559

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309549

Website

wintersfg.com (opens in new tab)

Phone

(805) 497-1717

Can advise clients in 5 states: Arizona, California, Nevada, New York, Texas

Other planners in Westlake Village that publish fees

• Brooks Wealth ManagementWestlake Village$250/hr, $199⁠-⁠$20,000
• Fischer Investment Strategies, LLCWestlake Village$350/hr
• Haven Capital GroupWestlake Village$200⁠-⁠$750/hr, $5,000/yr
• Kate Capital GroupWestlake Village$300/hr
• Lone Peak Asset Management, Inc.Westlake Village$1,000⁠-⁠$5,000
• Mfac Financial Advisors, Inc.Westlake Village$550/hr

Compare all 20 planners in Westlake Village