ONE CAPITAL MANAGEMENT, LLC
Westlake Village, CA
AUM
$8.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
805.409.8150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, WESTLAKE VILLAGE
31 advisers found
MANCHESTER FINANCIAL INC
Westlake Village, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
805-495-4405
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
Westlake Village, CA
AUM
$342.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-689-7181
SHERWOOD FINANCIAL PARTNERS, LLC
Westlake Village, CA
AUM
$293.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
805.870.5591
VILLAGE WEALTH ADVISORS
Westlake Village, CA
AUM
$257.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-603-4960
WINTERS FINANCIAL GROUP, INC.
Westlake Village, CA
AUM
$252.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-497-1717
FISCHER INVESTMENT STRATEGIES, LLC
Westlake Village, CA
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-418-7686
CALABASAS ADVISORY GROUP, LLC
Westlake Village, CA
AUM
$249.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-351-5124
ZEPHYR WEALTH MANAGEMENT
Westlake Village, CA
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(805) 496-6810
HIPPOCRATIC FINANCIAL ADVISORS
Westlake Village, CA
AUM
$229.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
866-447-2380
TOTAL WEALTH SERVICES, LLC
Westlake Village, CA
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
818-309-3071
GUILD INVESTMENT MANAGEMENT, INC.
Westlake Village, CA
AUM
$185.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
310-826-8600
CLASSIC FINANCIAL
Westlake Village, CA
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
805-230-2430
CARMANDALIAN FINANCIAL GROUP, LLC
Westlake Village, CA
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
818-707-5304
HAVEN CAPITAL GROUP
Westlake Village, CA
AUM
$143.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
805-963-9050
STRAVA FINANCIAL, LLC
Westlake Village, CA
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-277-7298
MFAC FINANCIAL ADVISORS, INC.
Westlake Village, CA
AUM
$74.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
805-409-0250
MD WEALTH PARTNERS, INC
Westlake Village, CA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
805-230-1908
AGG ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$55.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-496-3344
BUTLER FINANCIAL SERVICES, LTD.
Westlake Village, CA
AUM
$45.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-373-1553
WEALTH ENHANCEMENT & PRESERVATION, INC.
Westlake Village, CA
AUM
$33.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-449-1132
BRAVE NEW WEALTH
Westlake Village, CA
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
8052439474
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