Firm
GoTo Financial
Westlake Village, California
Fee-only
GoTo Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 67 individual clients, 40 of them high net worth.
- Its average account is about $471,000 (assets it manages divided by its 136 accounts).
- Its hourly rate of $650 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | goto-financial.com |
| [email protected] | |
| Phone | (818) 835-9056 |
GoTo Financial 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.
| Hourly | $650 an hour |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"we offer planning and consulting on an hourly ($650/hr) or flat-fee basis" source
"First $1,000,000 — standard new-client rate 1.25%" source
"Fees are negotiable and typically fall within a 0.35%–1.25% range" source
"Fees are negotiable and typically fall within a 0.35%–1.25% range" 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 | $64 million |
| Individual clients | 27 |
| High-net-worth clients | 40 |
| Accounts managed | 136 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-72051) |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 155948 |