Fee-OnlyFinder

Hourly fees in Westlake Village, CA

19 advisers in Westlake Village offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 19

Alliance Advisory & Securities, LLC31248 E. Oak Crest Drive Ste 100 · Westlake Village, CA 91361 · (805) 371-8020 · Financial planningCRD 18835 · % of assets, Hourly charges, Fixed fees · $687.4 million AUMSEC registeredNo commissions reportedBrave New Wealth30700 Russell Ranch Road, Suite 250 · Westlake Village, CA 91362 · (805) 243-9474 · Financial planningCRD 336030 · % of assets, Hourly charges, Fixed fees · $130.7 million AUMState registeredNo commissions reportedBrooks Wealth Management2555 Townsgate Rd, Suite 200 · Westlake Village, CA 91361 · (303) 962-2728 · Financial planningCRD 332237 · % of assets, Hourly charges, Fixed fees · $10.5 million AUMState registeredNo commissions reportedButler Financial Services, LTD.2625 Townsgate Road, Suite 330 · Westlake Village, CA 91361 · (805) 373-1553 · Financial planningCRD 134049 · % of assets, Hourly charges, Fixed fees · $45.3 million AUMState registeredNo commissions reportedFischer Investment Strategies, LLC920 Hampshire Road, Suite A-2 · Westlake Village, CA 91361 · (805) 418-7686 · Financial planningCRD 156883 · % of assets, Hourly charges, Fixed fees · $251.9 million AUMSEC registeredNo commissions reportedHaven Capital Group2625 Townsgate Rd, Ste 330 · Westlake Village, CA 91361 · (805) 963-9050 · Financial planningCRD 149641 · % of assets, Hourly charges · $143.9 million AUMSEC registeredNo commissions reportedHippocratic Financial Advisors30700 Russell Ranch Road, Suite 250 · Westlake Village, CA 91362 · (866) 447-2380 · Financial planningCRD 169481 · % of assets, Hourly charges, Fixed fees · $229.0 million AUMSEC registeredNo commissions reportedKate Capital Group3625 E. Thousand Oaks Blvd., Suite 216 · Westlake Village, CA 91362 · (805) 358-4819 · Financial planningCRD 334283 · % of assets, Hourly charges · $22.9 million AUMState registeredNo commissions reportedMfac Financial Advisors, INC.32107 Lindero Canyon Road, Suite 227 · Westlake Village, CA 91361 · (805) 409-0250 · Financial planningCRD 114519 · % of assets, Hourly charges, Fixed fees · $74.1 million AUMState registeredNo commissions reportedOne Capital Management, LLC3075 Townsgate Road, Suite 350 · Westlake Village, CA 91361 · (805) 409-8150 · Financial planningCRD 114861 · % of assets, Hourly charges, Subscription fees · $8.5 billion AUMSEC registeredNo commissions reported
Santa Cruz Wealth Management INC.2555 Townsgate Road, Suite 200 · Westlake Village, CA 91361 · (805) 501-0864 · Financial planningCRD 325737 · % of assets, Hourly charges, Fixed fees · $3.3 million AUMState registeredNo commissions reportedSherwood Financial Partners, LLC2475 Townsgate Road, Suite 210 · Westlake Village, CA 91361 · (805) 870-5591 · Financial planningCRD 301329 · % of assets, Hourly charges · $293.8 million AUMSEC registeredNo commissions reportedStrava Financial, LLC3045 E Thousand Oaks Blvd., Suite 350 · Westlake Village, CA 91362 · (805) 277-7298 · Financial planningCRD 304263 · % of assets, Hourly charges, Fixed fees · $92.4 million AUMState registeredNo commissions reportedVenado Investment Advisors LLC2945 Townsgate Road, Suite 200 · Westlake Village, CA 91361 · (805) 418-7570 · Financial planningCRD 327856 · % of assets, Hourly charges · $1.0 million AUMState registeredNo commissions reportedVillage Wealth Advisors2945 Townsgate Road, Suite 120 · Westlake Village, CA 91361 · (805) 603-4960 · Financial planningCRD 296866 · % of assets, Hourly charges, Fixed fees · $257.9 million AUMSEC registeredNo commissions reportedWealth Enhancement & Preservation, INC.2629 Townsgate Road, Suite 215 · Westlake Village, CA 91361 · (805) 449-1132 · Financial planningCRD 124368 · % of assets, Hourly charges, Fixed fees · $33.7 million AUMState registeredNo commissions reportedWilliams & Novak Wealth Management, LLC2625 Townsgate Road, Suite 330 · Westlake Village, CA 91361 · (626) 689-7181 · Financial planningCRD 324173 · % of assets, Hourly charges, Fixed fees · $342.8 million AUMSEC registeredNo commissions reportedWinters Financial Group, INC.2659 Townsgate Rd., #213 · Westlake Village, CA 91361 · (805) 497-1717 · Financial planningCRD 309549 · % of assets, Hourly charges, Fixed fees · $252.3 million AUMSEC registeredNo commissions reportedZephyr Wealth Management3625 E. Thousand Oaks Blvd., Suite 145 · Westlake Village, CA 91362 · (805) 496-6810 · Financial planningCRD 166303 · % of assets, Hourly charges · $242.8 million AUMSEC registeredNo commissions reported