Brian Sigler
Westshore Wealth · Newport Beach, California
Brian Sigler is a fee-only financial advisor at Westshore Wealth in Newport Beach, California. Brian focuses on estate & legacy planning, tax planning and retirement planning. Westshore Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brian →
Specialties
Who they serve
- Executives
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Westshore Wealth |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 848 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5697700 |
| Exams passed | Series 65 (2025) · Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.westshorewealth.com |
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Sigler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Westshore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Westshore Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Sigler based?
Brian Sigler is based in Newport Beach, California.
What does Brian specialize in?
Brian's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Brian works with executives, founders, ultra high net worth and multi-generational families.
Is Brian Sigler registered with the SEC?
Yes. Brian Sigler is registered as an investment adviser representative in CA (CRD 5697700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Westshore Wealth manage?
Westshore Wealth reports $662.4M across 848 accounts in assets under management.
How do I contact Brian Sigler?
Through Brian's website, www.westshorewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Westshore Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.