# Fee-only financial advisors in Westlake Village, California > Start with a fee-only advisor in Westlake Village whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Brooks of Brooks Wealth Management, Yvonne Darby of Sherwood Financial Partners and Theodore Fischer of Fischer Investment Strategies, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/california/westlake-village/ 51 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Westlake Village? Start with a fee-only advisor in Westlake Village whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Brooks of Brooks Wealth Management, Yvonne Darby of Sherwood Financial Partners and Theodore Fischer of Fischer Investment Strategies, chosen for their credentials and fees on file. ## How many fee-only advisors in Westlake Village are there? The Wellspent public graph lists 51 fee-only advisors in Westlake Village, at 19 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Westlake Village focus on? The most common focus among fee-only advisors in Westlake Village is retirement planning (18), followed by tax planning (13) and small business owners (12). Advisors can list more than one. ## How do fee-only advisors in Westlake Village charge? The most common fee among fee-only advisors in Westlake Village is a percentage of assets, used by 96% of the 51 with fees on file. Many use more than one: 63% charge by the hour and 53% charge fixed fees. ## How much do fee-only financial advisors charge in California? Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms. ## How many fee-only advisors in Westlake Village hold the CFP? 37% of the 51 fee-only advisors in Westlake Village hold the CFP certification, based on the credentials listed on each record. ## Does California tax income on top of federal tax? Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Westlake Village? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Brooks](https://find.wellspent.co/advisors/scott-brooks.md) | Brooks Wealth Management | Westlake Village, California | CFP | Percentage of assets | | [Kenneth Butler](https://find.wellspent.co/advisors/kenneth-butler.md) | Butler Financial Services | Westlake Village, California | CFP | Flat fee or retainer, One-time planning fee | | [Matthew Davis](https://find.wellspent.co/advisors/matthew-davis-5853796.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Yvonne Darby](https://find.wellspent.co/advisors/yvonne-darby.md) | Sherwood Financial Partners | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Jennifer Strong](https://find.wellspent.co/advisors/jennifer-strong.md) | Kate Capital Group | Westlake Village, California | CFP | Percentage of assets, Hourly | | [Brandon Berman](https://find.wellspent.co/advisors/brandon-berman.md) | Total Wealth Services | Westlake Village, California | CFP | Percentage of assets | | [Theodore Fischer](https://find.wellspent.co/advisors/theodore-fischer.md) | Fischer Investment Strategies | Westlake Village, California | CFP | Hourly, Flat fee or retainer, Percentage of assets | | [Nicholas Butler](https://find.wellspent.co/advisors/nicholas-butler.md) | Butler Financial Services | Westlake Village, California | | Flat fee or retainer, One-time planning fee | | [Ian Goldey](https://find.wellspent.co/advisors/ian-goldey.md) | GoTo Financial | Westlake Village, California | | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [David Trejo](https://find.wellspent.co/advisors/david-trejo.md) | Total Wealth Services | Westlake Village, California | | Percentage of assets | | [Ivan Tokarev](https://find.wellspent.co/advisors/ivan-tokarev.md) | Total Wealth Services | Westlake Village, California | | Percentage of assets | | [Jacob Ferry](https://find.wellspent.co/advisors/jacob-ferry.md) | Total Wealth Services | Westlake Village, California | | Percentage of assets | | [Joseph Migdol](https://find.wellspent.co/advisors/joseph-migdol.md) | Total Wealth Services | Westlake Village, California | | Percentage of assets | | [Keith Gray](https://find.wellspent.co/advisors/keith-gray.md) | Total Wealth Services | Westlake Village, California | | Percentage of assets | | [Nayivi Velez](https://find.wellspent.co/advisors/nayivi-velez.md) | Our Wealth Guides, Inc. | Westlake Village, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Nicholas Giannakopoulos](https://find.wellspent.co/advisors/nicholas-giannakopoulos.md) | Total Wealth Services | Westlake Village, California | | Percentage of assets | | [Dean Julian](https://find.wellspent.co/advisors/dean-julian.md) | Fischer Investment Strategies | Westlake Village, California | | Hourly, Flat fee or retainer, Percentage of assets | | [Jessica Ash](https://find.wellspent.co/advisors/jessica-ash.md) | Fischer Investment Strategies | Westlake Village, California | | Hourly, Flat fee or retainer, Percentage of assets | | [Lisa Spradling](https://find.wellspent.co/advisors/lisa-spradling.md) | Fischer Investment Strategies | Westlake Village, California | | Hourly, Flat fee or retainer, Percentage of assets | | [Jeffery Sorensen](https://find.wellspent.co/advisors/jeffery-sorensen.md) | OverRidge Wealth Advisors | Westlake Village, California | | Percentage of assets, Fixed fees | | [Mark Wendell](https://find.wellspent.co/advisors/mark-wendell.md) | MD Wealth Partners | Westlake Village, California | | Percentage of assets | | [Nicholas Willenbring](https://find.wellspent.co/advisors/nicholas-willenbring.md) | MD Wealth Partners | Westlake Village, California | | Percentage of assets | | [Anthony Danaher](https://find.wellspent.co/advisors/anthony-danaher.md) | Guild Investment Management | Westlake Village, California | | Percentage of assets, Subscription | | [Austin Link](https://find.wellspent.co/advisors/austin-link.md) | GKV Capital | Westlake Village, California | | Percentage of assets, Fixed fees | | [Montague Guild,Jr.](https://find.wellspent.co/advisors/montague-guild-jr.md) | Guild Investment Management | Westlake Village, California | | Percentage of assets, Subscription | | [Benjamin Simonds](https://find.wellspent.co/advisors/benjamin-simonds.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Tyler](https://find.wellspent.co/advisors/christopher-tyler.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Emily Swan](https://find.wellspent.co/advisors/emily-swan.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Hoby Pearce](https://find.wellspent.co/advisors/hoby-pearce.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamie Lovin](https://find.wellspent.co/advisors/jamie-lovin.md) | Village Wealth Advisors | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Courtney](https://find.wellspent.co/advisors/jon-courtney.md) | Village Wealth Advisors | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Rehurek](https://find.wellspent.co/advisors/jon-rehurek.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Randall Sanada](https://find.wellspent.co/advisors/randall-sanada.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Sandra Bublitz](https://find.wellspent.co/advisors/sandra-bublitz.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Vance Lavizzo](https://find.wellspent.co/advisors/vance-lavizzo.md) | Alliance Advisory & Securities | Westlake Village, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristin Horton](https://find.wellspent.co/advisors/kristin-horton.md) | Haven Capital Group | Westlake Village, California | CFA | Percentage of assets, Hourly | | [Alex Garcia](https://find.wellspent.co/advisors/alex-garcia.md) | AGG Asset Management | Westlake Village, California | | Percentage of assets | | [Andrew Brooks](https://find.wellspent.co/advisors/andrew-brooks.md) | Village Wealth Advisors | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Anthony Herreres](https://find.wellspent.co/advisors/anthony-herreres.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Aydin Pro](https://find.wellspent.co/advisors/aydin-pro.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Crystal Lary](https://find.wellspent.co/advisors/crystal-lary.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [David Naylor](https://find.wellspent.co/advisors/david-naylor.md) | Soundhaven Capital Management | Westlake Village, California | | Percentage of assets, Fixed fees | | [Jeffrey Garagliano](https://find.wellspent.co/advisors/jeffrey-garagliano.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Liza dela Cruz](https://find.wellspent.co/advisors/liza-dela-cruz.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Patrick McIlrath](https://find.wellspent.co/advisors/patrick-mcilrath.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Robert Knight](https://find.wellspent.co/advisors/robert-knight.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Sara Blandford](https://find.wellspent.co/advisors/sara-blandford.md) | Brave New Wealth | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Sean Sottile](https://find.wellspent.co/advisors/sean-sottile.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Spencer Maccuish](https://find.wellspent.co/advisors/spencer-maccuish.md) | Alliance Advisory & Securities | Westlake Village, California | | Percentage of assets, Hourly, Fixed fees | | [Walter Schwarz](https://find.wellspent.co/advisors/walter-schwarz.md) | Lone Peak Asset Management | Westlake Village, California | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).