Westlake Village, CA Financial Advisors and Resources



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: 19 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: 13 years


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.)


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.