Fiduciary advisors in Westlake Village, CA

22 registered advisers

Across Westlake Village's advisory market, 22 firms maintain SEC registration as fiduciaries. Roughly 91% of registered fiduciary firms here are fee-only, totaling 20 practices.

ALLIANCE ADVISORY & SECURITIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #18835
Typical Fee--
AUM$639M
Minimum--
Clients2,728

ALTERI WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #331100
Typical Fee--
AUM$566M
Minimum--
Clients1,344

CALABASAS ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #288224
Typical Fee--
AUM$250M
Minimum--
Clients1,104

CARMANDALIAN FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #292458
Typical Fee--
AUM$130M
Minimum--
Clients263

CRUDEN BAY INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #284787
Typical Fee--
AUM$468M
Minimum--
Clients145

FISCHER INVESTMENT STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #156883
Typical Fee--
AUM$252M
Minimum--
Clients1,125

FMB RETIREMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #164571
Typical Fee--
AUM$135M
Minimum--
Clients52

FMB WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #122309
Typical Fee--
AUM$616M
Minimum--
Clients958

GUILD INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #108390
Typical Fee0.30%
AUM$152M
Minimum--
Clients196

HAVEN CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #149641
Typical Fee--
AUM$142M
Minimum--
Clients137

HIPPOCRATIC FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #169481
Typical Fee--
AUM$229M
Minimum--
Clients1,645

MANCHESTER FINANCIAL INC

Clean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #106071
Typical Fee--
AUM$947M
Minimum--
Clients1,007

OAK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #287856
Typical Fee--
AUM$414M
Minimum--
Clients687

ONE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #114861
Typical Fee0.20%
AUM$7.0B
Minimum$500,000
Clients8,302

PNMAC CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Westlake Village, CaliforniaCRD #147101
Typical Fee--
AUM$21.3B
Minimum--
Clients1

SHERWOOD FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #301329
Typical Fee--
AUM$258M
Minimum--
Clients194

TOTAL WEALTH SERVICES, LLC

Fee-Only, No ConflictsClean Record
Westlake Village, CaliforniaCRD #331833
Typical Fee--
AUM$121M
Minimum--
Clients247

VILLAGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #296866
Typical Fee--
AUM$212M
Minimum--
Clients462

WHITMAN/PETERSON, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #296087
Typical Fee--
AUM$2.0B
Minimum--
Clients7

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #324173
Typical Fee--
AUM$264M
Minimum--
Clients831

WINTERS FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #309549
Typical Fee--
AUM$202M
Minimum--
Clients250

ZEPHYR WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Westlake Village, CaliforniaCRD #166303
Typical Fee--
AUM$421M
Minimum--
Clients666
Fiduciary Advisors in Westlake Village, California | FiduciaryListings