Firm
Western Financial
San Diego, California
Fee-only
Western Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 6 employees and 171 individual clients, 104 of them high net worth.
- Its average account is about $858,000 (assets it manages divided by its 483 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | westfincorp.com |
| Phone | (619) 544-0260 |
Western Financial fees
Western Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $414 million |
| Individual clients | 67 |
| High-net-worth clients | 104 |
| Accounts managed | 483 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-117841) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 6118 |