# Gustaf Rounick

> Gustaf Rounick is a fee-only financial advisor at Westlight Wealth in Venice, California, who holds the BA, CFP and MSC credentials. Gustaf charges a percentage of assets and an ongoing planning fee (1.15% a year on the first tier of assets managed and a $400,000 asset minimum) and focuses on equity compensation, retirement planning and retirement with concentrated positions.

Page: https://find.wellspent.co/advisors/gustaf-rounick/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Westlight Wealth
- **Based in:** Venice, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1.15% a year on the first tier of assets managed; a $400,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.4M across 11 accounts
- **Credentials:** BA, CFP, MSC
- **Specialties:** Equity compensation, Retirement planning, Retirement with concentrated positions, Tax planning
- **Works with:** Executives, Tech employees, Pre-retirees, Founders, High earners
- **CRD:** 7778645 (https://adviserinfo.sec.gov/individual/summary/7778645)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://westlightwealth.com

## Frequently asked questions

### Is Gustaf Rounick a fee-only financial advisor?

Yes. Gustaf Rounick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gustaf's firm.

### How does Gustaf charge for financial advice?

Gustaf charges a percentage of assets and an ongoing planning fee.

### How much does Gustaf charge?

According to Westlight Wealth's website, checked October 28, 2026: 1.15% a year on the first tier of assets managed; a $400,000 asset minimum.

### Where is Gustaf Rounick based?

Gustaf Rounick is based in Venice, California.

### What does Gustaf specialize in?

Gustaf's specialties include equity compensation, retirement planning, retirement with concentrated positions and tax planning. Gustaf works with executives, tech employees, pre-retirees, founders and high earners.

### What credentials does Gustaf Rounick hold?

Gustaf Rounick holds the BA, CFP and MSC credentials.

### Is Gustaf Rounick registered with the SEC?

Yes. Gustaf Rounick is registered as an investment adviser representative in CA (CRD 7778645), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Westlight Wealth manage?

Westlight Wealth reports $21.4M across 11 accounts in assets under management.

### How do I contact Gustaf Rounick?

Through Gustaf's website, westlightwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52669): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.westlightwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.