Fee-only financial advisors in Westlake Village, California
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Scott Brooks Brooks Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Yvonne Darby Sherwood Financial Partners Holds the CFP. Fees on file: percentage of assets, hourly.
- Theodore Fischer Fischer Investment Strategies Holds the CFP. Fees on file: hourly, flat fee or retainer.
- Kenneth Butler Butler Financial Services Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Kristin Horton Haven Capital Group Holds the CFA. Fees on file: percentage of assets, hourly.
- Sandra Bublitz Alliance Advisory & Securities Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 51
- Firms
- 19
- Hold the CFP
- 37%
- Other credentials: CFA 2%
- How they charge (of 51 with fees on file): percentage of assets 96% · hourly 63% · fixed fees 53% · flat fee or retainer 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Westlake Village by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Westlake Village
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.
All 51 advisors in Westlake Village
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Scott Brooks | Brooks Wealth Management | Westlake Village | CFP | Percentage of assets |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Matthew Davis | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Yvonne Darby | Sherwood Financial Partners | Westlake Village | CFP | Percentage of assets, Hourly |
| Jennifer Strong | Kate Capital Group | Westlake Village | CFP | Percentage of assets, Hourly |
| Brandon Berman | Total Wealth Services | Westlake Village | CFP | Percentage of assets |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Joseph Migdol | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Nayivi Velez | Our Wealth Guides, Inc. | Westlake Village | CFP, MBA | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jeffery Sorensen | OverRidge Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Nicholas Willenbring | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Anthony Danaher | Guild Investment Management | Westlake Village | Not listed | Percentage of assets, Subscription |
| Austin Link | GKV Capital | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Montague Guild,Jr. | Guild Investment Management | Westlake Village | Not listed | Percentage of assets, Subscription |
| Benjamin Simonds | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Christopher Tyler | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Emily Swan | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Hoby Pearce | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Jamie Lovin | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Jon Courtney | Village Wealth Advisors | Westlake Village | CFP | Percentage of assets, Hourly |
| Jon Rehurek | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Randall Sanada | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Sandra Bublitz | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Vance Lavizzo | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Kristin Horton | Haven Capital Group | Westlake Village | CFA | Percentage of assets, Hourly |
| Alex Garcia | AGG Asset Management | Westlake Village | Not listed | Percentage of assets |
| Andrew Brooks | Village Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Hourly |
| Anthony Herreres | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Aydin Pro | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Crystal Lary | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| David Naylor | Soundhaven Capital Management | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Garagliano | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Liza dela Cruz | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Patrick McIlrath | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Robert Knight | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Sara Blandford | Brave New Wealth | Westlake Village | Not listed | Percentage of assets, Hourly |
| Sean Sottile | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Spencer Maccuish | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
Want a shorter list in Westlake Village?
Tell us what you need and we'll narrow Westlake Village's 51 advisors to the few who fit.
Get matched in 2 minutes