Firm
Butler Financial Services
Westlake Village, California
Fee-only
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | butlerfs.com |
| Phone | (805) 373-1553 |
Butler Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"The price typically ranges from $1,500 to $3,500" source
"Fees for plans are based on a flat, project based fee schedule." source
"Fees for plans are based on a flat, project based fee schedule." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 63 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 134049 |