Find a Financial Advisor in Westlake Village, CA

 

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We did the hard work of finding trustworthy partners in Westlake Village, CA.

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We Only Work With The Best Westlake Village Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Westlake Village, CA


  • Financial Advisor Close to Westlake Village, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Westlake Village, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Westlake Village, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Westlake Village financial advisors.
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How Retirement-Friendly is Westlake Village, CA?

  • Population: 8,358
  • % of Population 62 Years and Over: 32.9%
  • Average Home Value: $970,400
  • Average Monthly Housing Cost: $2,595
  • Average Household Income: $206,559
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Westlake Village, CA

 

ONE CAPITAL MANAGEMENT, LLC

Website

(805) 409-8150

3075 Townsgate Road
Suite 350
Westlake Village, CA 91361

SEC#: 801-60483
Years in Business: 20 years

OAK ASSET MANAGEMENT, LLC

Website

(805) 778-0818

2535 Townsgate Road
Suite 300
Westlake Village, CA 91361

SEC#: 801-110296
Years in Business: 4 years

NBS FINANCIAL SERVICES, INC.

Website

(805) 497-2497

340 N Westlake Blvd
Ste 112
Westlake Village, CA 91362

SEC#: 801-21123
Years in Business: 37 years

FISCHER INVESTMENT STRATEGIES, LLC

Website

(805) 418-7686

920 Hampshire Road
Suite A-2
Westlake Village, CA 91361

SEC#: 801-116986
Years in Business: 2 years

CEDARSTONE ADVISORS

Website

(888) 571-5582

2945 Townsgate Road
Suite 200
Westlake Village, CA 91361

SEC#: 801-112625
Years in Business: 3 years

SUMMIT FINANCIAL CONSULTANTS, INC.

Website

(805) 418-4565

3075 Townsgate Rd.
Suite 180
Westlake Village, CA 91361

SEC#: 801-85186
Years in Business: 6 years

MANCHESTER FINANCIAL INC

Website

(805) 495-4405

2815 Townsgate Road
Suite 100
Westlake Village, CA 91361

SEC#: 801-37370
Years in Business: 31 years

ALLIANCE ADVISORY & SECURITIES, INC

Website

(805) 371-8020

3390 Auto Mall Drive

Westlake Village, CA 91362

SEC#: 801-67105
Years in Business: 15 years

THE WEALTH COLLABORATIVE, INC.

Website

(818) 577-1180

30699 Russell Ranch Road
Suite 185
Westlake Village, CA 91362

SEC#: 801-68456
Years in Business: 14 years

 


Westlake Village, CA Financial Advisor FAQs

Not necessarily, but it is recommended. It's always wise to talk with someone who understands your specific financial goals and questions, especially if you're not sure what the best plan is for your money.
Your best bet is to find a financial advisor who would charge only the fees that are charged by institutional investors.
Payment for financial advisory services can vary, but is usually based on a percentage of assets under advisement or on an hourly fee. Financial advisors are typically compensated by charging clients fees to invest the client's money in the market, either through mutual funds or exchange-traded funds.
Financial advisors will often charge an hourly rate, a flat-rate fee per meeting, or a commission for each transaction. Typically fees charged by financial advisors fall into one of five categories: hourly rates, annual retainers (a flat fee paid in advance), performance-based compensation (which can be commissions or bonuses), revenue sharing, and paying separately for specific advice.