WESTHILL Financial Advisors

WESTHILL Financial Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 6 advisors are listed here; 4 of 6 hold the CFP.
• Its Form ADV reports 11 employees and 414 individual clients, 214 of them high net worth.
• Its average account is about $621,000 (assets it manages divided by its 1,272 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

WESTHILL Financial Advisors fees

WESTHILL Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (6)

• Diane McCracken

• Kirk Ludwig

  CFP · ChFC

• Matthew Taddei

  CFP · ChFC

• Meghan Hyland

• Nicholas Safrit

  CFP

• Samantha Keeler

  CFP