Roque Wicker
Westside Financial Advisors · Los Angeles, California
Roque Wicker is a fee-only financial advisor at Westside Financial Advisors in Los Angeles, California. Westside Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Westside Financial Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.2M across 8 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7861788 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.westside.financial |
How Roque's firm compares
- Westside Financial Advisors's average account is about $780,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Roque
Is Roque Wicker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roque holds no broker registration, and Westside Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roque charge for financial advice?
Roque's firm, Westside Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roque Wicker based?
Roque Wicker is based in Los Angeles, California.
Is Roque Wicker registered with the SEC?
Yes. Roque Wicker is registered as an investment adviser representative in CA (CRD 7861788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westside Financial Advisors manage?
Westside Financial Advisors reports $6.2M across 8 accounts in assets under management.
How do I contact Roque Wicker?
Through Roque's website, www.westside.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
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
- 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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