Diane McCracken
WESTHILL Financial Advisors · San Rafael, California
Diane McCracken is a fee-only financial advisor at WESTHILL Financial Advisors in San Rafael, California. Diane focuses on sustainable & impact investing. WESTHILL Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WESTHILL Financial Advisors |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $789.4M across 1,272 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2530891 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | westhillfa.com |
How Diane's firm compares
- WESTHILL Financial Advisors's average account is about $621,000, from its Form ADV (assets managed divided by 1,272 accounts).
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Questions about Diane
Is Diane McCracken a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and WESTHILL Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diane charge for financial advice?
Diane's firm, WESTHILL Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Diane McCracken based?
Diane McCracken is based in San Rafael, California.
What does Diane specialize in?
Diane's specialties include sustainable & impact investing.
Is Diane McCracken registered with the SEC?
Yes. Diane McCracken is registered as an investment adviser representative in CA (CRD 2530891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WESTHILL Financial Advisors manage?
WESTHILL Financial Advisors reports $789.4M across 1,272 accounts in assets under management.
How do I contact Diane McCracken?
Through Diane's website, westhillfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Rafael
Other advisors in California who focus on sustainable & impact investing
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
- WESTHILL Financial Advisors 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.
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